Harry Burn's 2024Q4 portfolio

Harry Burn (Sound Shore) held 18 positions as of Dec 31, 2024, with the largest position at 3.6% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but 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 Dec 31, 2024 (18)

1WFCWells Fargo & CO
% port
3.6%
+0.3pp vs prior Qnow 2.4%
2TEVATeva Pharmaceutical-sp Adr
% port
3.5%
now 3.9%
3CTRACoterra Energy Inc
% port
3.3%
+0.2pp vs prior Qnow 2.5%
4NXPINxp Semiconductors NV
% port
3.0%
+0.9pp vs prior Qnow 2.7%
5(cusip)Check Point Software Technologies Ltd.
% port
3.0%
+0.8pp vs prior Qnow 2.5%
6DISWalt Disney Co/the
% port
2.9%
-0.1pp vs prior Qnow 3.1%
7CCitigroup Inc
% port
2.9%
8LUVSouthwest Airlines CO
% port
2.8%
now 2.5%
9INCYIncyte Corp
% port
2.7%
+1.4pp vs prior Qnow 2.4%
10ZBHZimmer Biomet Holdings Inc
% port
2.7%
now 3.2%
11BRK/BBerkshire Hathaway Inc-cl B
% port
2.4%
+0.4pp vs prior Qnow 3.2%
12(cusip)Flex Ltd.
% port
2.3%
-0.3pp vs prior Qnow 2.0%
13CSXCsx Corp
% port
2.2%
now 2.8%
14VSTVistra Corp
% port
2.2%
-0.8pp vs prior Qnow 2.4%
15KMIKinder Morgan Inc
% port
2.1%
-0.5pp vs prior Q
16GEHCGE Healthcare Technology
% port
2.0%
-0.3pp vs prior Qnow 2.8%
17GMGeneral Motors CO
% port
1.9%
-1.2pp vs prior Qnow 2.6%
18PEGPublic Service Enterprise GP
% port
1.5%
-0.9pp vs prior Qnow 2.7%

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.