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SOUND SHORE MANAGEMENT INC /CT/

8 SOUND SHORE DRIVE SUITE 180, GREENWICH, CT 06830 • (203) 629-1980

Q2 2025 · Filed 2025-08-06
Market Value
$2.9B
+5.6%
Holdings
45
+5
New Purchases
9
Added To
14
Closed
9
Reduced
13
Top 10 Concentration
35.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAC 3.39% 0.00% +3.39% $99M
WBD 3.34% 0.00% +3.34% $98M
HII 2.73% 0.00% +2.73% $80M
GOOGL 2.61% 0.00% +2.61% $77M
IP 2.36% 0.00% +2.36% $69M
EQT 2.30% 0.00% +2.30% $68M
AMAT 2.27% 0.00% +2.27% $67M
ACI 2.23% 0.00% +2.23% $66M
B 2.19% 0.00% +2.19% $64M
FLEX 3.01% 2.06% +0.95% $88M
GM 2.58% 1.65% +0.93% $76M
PEG 2.94% 2.29% +0.65% $86M
C 4.08% 3.47% +0.61% $120M
PYPL 3.51% 2.91% +0.60% $103M
TEVA 3.34% 3.01% +0.32% $98M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EOG 0.00% 3.34% -3.34% $0
BMY 0.00% 3.13% -3.13% $0
CF 0.00% 2.83% -2.83% $0
OGN 0.00% 2.67% -2.67% $0
AVTR 0.00% 2.43% -2.43% $0
CHKP 0.00% 2.22% -2.22% $0
NXPI 0.00% 2.06% -2.06% $0
PVH 0.00% 2.04% -2.04% $0
LEN 0.00% 1.93% -1.93% $0
BRK-B 1.94% 2.72% -0.78% $57M
KR 2.17% 2.92% -0.74% $64M
INCY 2.65% 3.26% -0.61% $78M
BAX 2.91% 3.48% -0.57% $85M
DIS 2.79% 3.31% -0.52% $82M
FIS 3.03% 3.49% -0.47% $89M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 24.2%
Industrials 15.1%
Technology 15.0%
Financial Services 12.2%
Energy 10.2%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $506M 17.2%
Large Cap 31 $2.1B 70.1%
Mid Cap 7 $285M 9.7%
Small Cap 1 $88M 3.0%

Portfolio Analytics

Avg Market Cap
$187.9B
Median Market Cap
$36.2B
Avg P/E
23.9
Median P/E
15.7
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
45
# ETFs / Funds
0

Top Holdings (45 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 C 4.08% 1,405,016 $120M $85.12 $23M +47,118 +3.5%
2 COF 3.86% 532,945 $113M $212.76 $6M -67,195 -11.2%
3 CTRA 3.80% 4,388,365 $111M $25.38 -$2M +464,732 +11.8%
4 PYPL 3.51% 1,386,566 $103M $74.32 $22M +146,778 +11.8%
5 CSX 3.46% 3,106,993 $101M $32.63 $10M -3,517 -0.1%
6 BAC 3.39% 2,100,071 $99M $47.32 +2,100,071 NEW
7 TEVA 3.34% 5,846,512 $98M $16.76 $14M +394,423 +7.2%
8 WBD 3.34% 8,547,238 $98M $11.46 +8,547,238 NEW
9 LUV 3.16% 2,853,951 $93M $32.44 -$3M -3,357 -0.1%
10 HOLX 3.07% 1,382,690 $90M $65.16 $5M -938 -0.1%
11 FIS 3.03% 1,091,275 $89M $81.41 -$8M -208,967 -16.1%
12 FLEX 3.01% 1,770,524 $88M $49.92 $31M +39,579 +2.3%
13 PRGO 2.99% 3,287,671 $88M $26.72 -$4M +2,504 +0.1%
14 WFC 2.95% 1,079,136 $86M $80.12 -$3M -169,250 -13.6%
15 PEG 2.94% 1,025,471 $86M $84.18 $23M +252,375 +32.6%
16 BAX 2.91% 2,821,514 $85M $30.28 -$11M -4,388 -0.2%
17 AES 2.89% 8,067,687 $85M $10.52 $9M +1,969,741 +32.3%
18 ZBH 2.88% 927,258 $85M $91.21 -$6M +128,772 +16.1%
19 DIS 2.79% 659,906 $82M $124.01 -$10M -272,058 -29.2%
20 HII 2.73% 331,511 $80M $241.46 +331,511 NEW
21 WTW 2.69% 257,128 $79M $306.50 $842K +26,420 +11.4%
22 KMI 2.65% 2,640,982 $78M $29.40 $9M +243,675 +10.2%
23 INCY 2.65% 1,140,057 $78M $68.10 -$13M -354,781 -23.7%
24 GOOGL 2.61% 434,674 $77M $176.23 +434,674 NEW
25 GM 2.58% 1,538,799 $76M $49.21 $30M +563,086 +57.7%
26 MHK 2.44% 684,077 $72M $104.84 $11M +148,440 +27.7%
27 IP 2.36% 1,477,858 $69M $46.83 +1,477,858 NEW
28 EQT 2.30% 1,158,073 $68M $58.32 +1,158,073 NEW
29 AMAT 2.27% 364,517 $67M $183.07 +364,517 NEW
30 ACI 2.23% 3,046,497 $66M $21.51 +3,046,497 NEW
31 B 2.19% 3,080,752 $64M $20.82 +3,080,752 NEW
32 KR 2.17% 888,544 $64M $71.73 -$17M -308,574 -25.8%
33 GEHC 2.16% 855,694 $63M $74.07 $331K +74,497 +9.5%
34 MTCH 2.12% 2,012,336 $62M $30.89 -$680K -1,787 -0.1%
35 BRK-B 1.94% 117,348 $57M $485.77 -$19M -24,774 -17.4%
36 NEM 0.52% 261,910 $15M $58.26 $1M -26,195 -9.1%
37 OGN —% -$74M -4,977,078 -100.0% SOLD
38 CF —% -$79M -1,008,292 -100.0% SOLD
39 NXPI —% -$57M -301,379 -100.0% SOLD
40 BMY —% -$87M -1,425,166 -100.0% SOLD
41 CHKP —% -$62M -270,886 -100.0% SOLD
42 LEN —% -$54M -466,752 -100.0% SOLD
43 EOG —% -$93M -724,357 -100.0% SOLD
44 PVH —% -$57M -877,907 -100.0% SOLD
45 AVTR —% -$68M -4,172,352 -100.0% SOLD

New Positions

SymbolValue% Port
BAC $99M 3.39%
WBD $98M 3.34%
HII $80M 2.73%
GOOGL $77M 2.61%
IP $69M 2.36%
EQT $68M 2.30%
AMAT $67M 2.27%
ACI $66M 2.23%
B $64M 2.19%

Sold Out Positions

SymbolValue% Port
BMY —%
AVTR —%
EOG —%
PVH —%
CF —%
OGN —%
LEN —%
CHKP —%
NXPI —%
View SEC EDGAR Filings for SOUND SHORE MANAGEMENT INC /CT/ →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms