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← Harry Burn

Harry Burn's 2024Q3 portfolio

Harry Burn (Sound Shore) held 15 positions as of Sep 30, 2024, with the largest position at 3.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2024 (15)

  1. 1TEVATeva Pharmaceutical-sp Adr
    % port
    3.5%
    -0.2pp vs prior Qnow 3.9%
  2. 2WFCWells Fargo & CO
    % port
    3.3%
    +0.1pp vs prior Qnow 2.4%
  3. 3CTRACoterra Energy Inc
    % port
    3.1%
    now 2.5%
  4. 4GMGeneral Motors CO
    % port
    3.1%
    now 2.6%
  5. 5VSTVistra Corp
    % port
    3.0%
    +0.7pp vs prior Qnow 2.4%
  6. 6DISWalt Disney Co/the
    % port
    3.0%
    +0.9pp vs prior Qnow 3.1%
  7. 7KMIKinder Morgan Inc
    % port
    2.6%
    -0.6pp vs prior Qnow 2.2%
  8. 8PFEPfizer Inc
    % port
    2.6%
    now 2.7%
  9. 9(cusip)Flex Ltd.
    % port
    2.5%
    -0.6pp vs prior Qnow 2.0%
  10. 10PEGPublic Service Enterprise GP
    % port
    2.4%
    now 2.7%
  11. 11GEHCGE Healthcare Technology
    % port
    2.3%
    -0.2pp vs prior Qnow 2.8%
  12. 12(cusip)Check Point Software Technologies Ltd.
    % port
    2.1%
    -0.4pp vs prior Qnow 2.5%
  13. 13NXPINxp Semiconductors NV
    % port
    2.0%
    -0.8pp vs prior Qnow 2.7%
  14. 14BRK/BBerkshire Hathaway Inc-cl B
    % port
    2.0%
    -0.8pp vs prior Qnow 3.2%
  15. 15INCYIncyte Corp
    % port
    1.3%
    now 2.4%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.