What Harry Burn bought and sold in Q2 2025
In Q2 2025, Harry Burn (Sound Shore) opened 9 new positions — including BAC (3.4%), WBD (3.3%), HII (2.7%), added to 4, trimmed 3, exited 9 (EOG, BMY, CF). The book stood at $2.93B across 36 positions, filed Aug 6, 2025.
9New4Added3Trimmed9Exited
New positions (9)
- BACBank OF America Corp3.4% · $99M
- WBDWarner Bros Discovery Inc3.3% · $98M
- HIIHuntington Ingalls Industrie2.7% · $80M
- GOOGLAlphabet Inc-cl A2.6% · $77M
- IPInternational Paper CO2.4% · $69M
- EQTEqt Corp2.3% · $68M
- AMATApplied Materials Inc2.3% · $67M
- ACIAlbertsons Cos Inc - Class A2.2% · $66M
- BBarrick Mining Corp2.2% · $64M
Added to (4)
Trimmed (3)
Exited (9)
- EOGEog Resources Incwas 3.3% of book
- BMYBristol-myers Squibb COwas 3.0% of book
- CFCF Industries Holdings Incwas 2.8% of book
- ABXBarrick Gold Corpwas 2.6% of book
- OGNOrganon & COwas 2.6% of book
- AVTRAvantor Incwas 2.4% of book
- NXPINxp Semiconductors NVwas 2.0% of book
- PVHPvh Corpwas 2.0% of book
- LENLennar Corp-awas 1.9% of book
Harry Burn's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.