Harry Burn · Sound Shore Management Inc. /Ct/
| Period: | Q1 2026 |
| Portfolio date: | Mar 31, 2026 |
| No. of stocks: | 40 |
| Portfolio value: | $3.0B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| TEVA · Teva Pharmaceutical Inds Ltd. | 3.92 | Reduce 9.84% | 3,885,683 | $30.12 | $117,036,772 | $35.73 | +18.63% | $14.99 | $37.35 |
| REGN · Regeneron Pharmaceuticals | 3.91 | Reduce 14.17% | 150,960 | $772.64 | $116,637,734 | $714.89 | -7.47% | $476.49 | $821.11 |
| MRVL · Marvell Technology Inc. | 3.81 | Add 13.19% | 1,148,590 | $99.05 | $113,767,840 | $170.13 | +71.76% | $58.61 | $175.80 |
| BAC · Bank America Corp. | 3.37 | Add 30.91% | 2,065,582 | $48.75 | $100,697,123 | $51.31 | +5.25% | $42.35 | $57.55 |
| BRK-B · Berkshire Hathaway Inc. Del | 3.20 | Reduce 5.10% | 199,485 | $479.20 | $95,593,212 | $475.94 | -0.68% | $455.19 | $520.30 |
| ZBH · Zimmer Biomet Holdings | 3.19 | Add 23.68% | 1,052,202 | $90.42 | $95,140,105 | $82.33 | -8.95% | $79.83 | $108.29 |
| DIS · Disney Walt Co. | 3.13 | Add 1.22% | 970,436 | $96.38 | $93,530,622 | $108.02 | +12.08% | $92.19 | $124.69 |
| C · Citigroup Inc. | 2.94 | Reduce 1.95% | 773,599 | $113.41 | $87,733,863 | $125.55 | +10.70% | $71.65 | $135.29 |
| GEHC · Ge Healthcare Technologies I | 2.85 | Add 17.18% | 1,192,741 | $71.18 | $84,899,304 | $63.47 | -10.83% | $58.75 | $89.77 |
| CSX · Csx Corp. | 2.75 | Reduce 16.64% | 2,002,159 | $41.05 | $82,188,627 | $44.83 | +9.21% | $29.75 | $46.55 |
| NXPI · Nxp Semiconductors N V | 2.71 | New | 410,653 | $196.86 | $80,841,150 | $294.75 | +49.73% | $183.00 | $303.91 |
| PFE · Pfizer Inc. | 2.70 | New | 2,870,421 | $28.08 | $80,601,422 | $25.68 | -8.55% | $21.97 | $28.75 |
| 744573106 · Public Svc Enterprise Grp In | 2.67 | Reduce 27.70% | 984,658 | $80.95 | $79,708,065 | — | — | — | — |
| AMZN · Amazon Com Inc. | 2.64 | New | 378,875 | $208.27 | $78,908,296 | $272.68 | +30.93% | $196.00 | $278.56 |
| EQT · Eqt Corp. | 2.64 | Reduce 18.58% | 1,235,565 | $63.64 | $78,631,357 | $55.96 | -12.07% | $48.47 | $68.24 |
| BP · Bp Plc | 2.63 | Reduce 14.48% | 1,671,683 | $47.00 | $78,569,101 | $43.34 | -7.79% | $28.41 | $48.27 |
| GM · General Motors Company | 2.59 | Reduce 2.72% | 1,037,362 | $74.50 | $77,283,469 | $78.80 | +5.77% | $46.82 | $87.62 |
| QXO · Qxo Inc. | 2.56 | Reduce 1.80% | 3,929,810 | $19.42 | $76,316,910 | $18.76 | -3.40% | $13.87 | $27.61 |
| LUV · Southwest Airls Co. | 2.52 | Reduce 20.58% | 2,001,977 | $37.57 | $75,214,276 | $41.31 | +9.95% | $28.98 | $55.11 |
| CTRA · Coterra Energy Inc. | 2.51 | Reduce 34.88% | 2,128,868 | $35.14 | $74,808,422 | $32.56 | -7.34% | $22.33 | $36.88 |
| CHKP · Check Point Software Tech Lt | 2.48 | Add 22.13% | 518,529 | $142.85 | $74,071,868 | $114.93 | -19.54% | $112.23 | $233.78 |
| GOOGL · Alphabet Inc. | 2.46 | Reduce 26.90% | 255,671 | $287.56 | $73,520,753 | $400.71 | +39.35% | $156.16 | $402.00 |
| INCY · Incyte Corp. | 2.42 | Reduce 17.42% | 767,829 | $94.12 | $72,268,065 | $98.56 | +4.72% | $59.15 | $112.29 |
| VST · Vistra Corp. | 2.42 | New | 479,762 | $150.33 | $72,122,621 | $147.72 | -1.74% | $138.53 | $219.82 |
| WFC · Wells Fargo Co. New | 2.41 | Reduce 1.92% | 902,430 | $79.61 | $71,842,452 | $75.64 | -4.99% | $71.90 | $97.76 |
| UPS · United Parcel Service Inc. | 2.40 | New | 728,066 | $98.38 | $71,627,133 | $100.78 | +2.44% | $82.00 | $122.41 |
| MDT · Medtronic Plc | 2.40 | New | 825,239 | $86.65 | $71,506,959 | $76.15 | -12.12% | $75.91 | $106.33 |
| BA · Boeing Co. | 2.37 | New | 355,009 | $199.03 | $70,657,441 | $237.36 | +19.26% | $176.77 | $254.35 |
| ACI · Albertsons Cos Inc. | 2.36 | Reduce 8.80% | 4,134,360 | $17.04 | $70,449,494 | $16.02 | -5.99% | $15.80 | $22.78 |
| ICLR · Icon Plc | 2.32 | New | 626,958 | $110.66 | $69,379,172 | $124.49 | +12.50% | $66.57 | $211.00 |
| KMI · Kinder Morgan Inc. Del | 2.15 | Reduce 43.55% | 1,914,405 | $33.53 | $64,190,000 | $31.41 | -6.32% | $25.60 | $34.73 |
| OC · Owens Corning New | 2.15 | New | 592,330 | $108.22 | $64,101,953 | $121.67 | +12.43% | $97.53 | $159.42 |
| OMC · Omnicom Group Inc. | 2.13 | New | 842,962 | $75.31 | $63,483,468 | $77.06 | +2.32% | $66.33 | $87.17 |
| MHK · Mohawk Inds Inc. | 2.12 | Reduce 1.22% | 642,537 | $98.46 | $63,264,193 | $103.83 | +5.45% | $93.60 | $143.13 |
| FLEX · Flex Ltd. | 2.03 | Reduce 9.18% | 924,882 | $65.46 | $60,542,776 | $142.17 | +117.19% | $39.82 | $142.59 |
| SW · Smurfit Westrock Plc | 2.02 | New | 1,509,136 | $39.85 | $60,139,070 | $41.55 | +4.27% | $32.73 | $52.65 |
| QCOM · Qualcomm Inc. | 1.83 | Reduce 27.88% | 424,796 | $128.78 | $54,705,229 | $219.09 | +70.13% | $121.99 | $228.05 |
| KD · Kyndryl Hldgs Inc. | 1.82 | Add 39.46% | 4,147,984 | $13.12 | $54,421,550 | $12.26 | -6.55% | $10.10 | $44.20 |
| PKG · Packaging Corp. Amer | 0.39 | New | 54,750 | $212.22 | $11,619,045 | $224.59 | +5.83% | $184.76 | $249.51 |
| CVX · Chevron Corp. New | 0.07 | New | 9,855 | $206.90 | $2,039,000 | $181.62 | -12.22% | $133.77 | $214.71 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
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