What Harry Burn bought and sold in Q3 2025
In Q3 2025, Harry Burn (Sound Shore) opened 4 new positions — including QCOM (3.1%), MRVL (2.4%), REGN (2.1%), added to 4, trimmed 10, exited 3 (BAX, KR, MTCH). The book stood at $3.03B across 38 positions, filed Nov 6, 2025.
4New4Added10Trimmed3Exited
New positions (4)
- QCOMQualcomm Inc3.1% · $95M
- MRVLMarvell Technology Inc2.4% · $72M
- REGNRegeneron Pharmaceuticals2.1% · $65M
- KDKyndryl Holdings Inc2.0% · $61M
Added to (4)
Trimmed (10)
- CCitigroup Inc-30% shares · 3.3% · $100M
- CSXCsx Corp-22% shares · 2.8% · $86M
- WBDWarner Bros Discovery Inc-49% shares · 2.8% · $85M
- GOOGLAlphabet Inc-cl A-25% shares · 2.6% · $79M
- AESAes Corp-27% shares · 2.6% · $78M
- INCYIncyte Corp-25% shares · 2.4% · $72M
- PYPLPaypal Holdings Inc-23% shares · 2.4% · $72M
- PEGPublic Service Enterprise GP-20% shares · 2.3% · $68M
- BBarrick Mining Corp-62% shares · 1.3% · $38M
- NEMNewmont Corp-66% shares · 0.2% · $7M
Exited (3)
- BAXBaxter International Incwas 2.9% of book
- KRKroger COwas 2.2% of book
- MTCHMatch Group Incwas 2.1% 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.