Sound Shore Management

Sound Shore Management as of Dec. 31, 2022

Portfolio Holdings for Sound Shore Management

Sound Shore Management holds 35 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vistra Corp. Common (VST) 4.6 $121M 5.2M 23.20
Flex Common (FLEX) 4.5 $119M 5.6M 21.46
PVH Corp. Common (PVH) 4.1 $108M 1.5M 70.59
Oracle Corporation Common (ORCL) 4.0 $107M 1.3M 81.74
Wells Fargo & Company Common (WFC) 3.9 $103M 2.5M 41.29
Berkshire Hathaway, Inc. Cl B Common (BRK.B) 3.7 $98M 317k 308.90
Pfizer Common (PFE) 3.6 $96M 1.9M 51.24
First Republic Bank Common (FRCB) 3.6 $96M 788k 121.89
Capital One Financial Corp Common (COF) 3.5 $92M 988k 92.96
Lennar Corporation Common (LEN) 3.4 $91M 1.0M 90.50
NXP Semiconductors NV Common (NXPI) 3.2 $86M 545k 158.03
Organon & Company Common (OGN) 3.2 $85M 3.0M 27.93
General Motors Company Common (GM) 3.2 $85M 2.5M 33.64
Victoria's Secret & Co Common (VSCO) 3.1 $83M 2.3M 35.78
SVB Financial Group Common (SIVBQ) 3.0 $80M 346k 230.14
Huntington Ingalls Industries Common (HII) 3.0 $79M 342k 230.68
Conagra Brands Common (CAG) 2.8 $75M 1.9M 38.70
Alphabet Inc. Cl A Common (GOOGL) 2.8 $75M 844k 88.23
Merck & Co Common (MRK) 2.7 $73M 659k 110.95
Tempur Sealy International Common (TPX) 2.7 $72M 2.1M 34.33
Kinder Morgan Common (KMI) 2.6 $70M 3.8M 18.08
Baker Hughes Company Common (BKR) 2.6 $69M 2.3M 29.53
Hologic Common (HOLX) 2.5 $68M 903k 74.81
Cleveland-Cliffs Common (CLF) 2.4 $63M 3.9M 16.11
Bank of America Corporation Common (BAC) 2.3 $62M 1.9M 33.12
Micron Technology Common (MU) 2.3 $61M 1.2M 49.98
Boeing Company Common (BA) 2.3 $61M 320k 190.49
Paccar Common (PCAR) 2.2 $59M 599k 98.97
TotalEnergies SE Common (TTE) 2.2 $59M 951k 62.08
Applied Materials Common (AMAT) 2.2 $58M 595k 97.38
FedEx Corporation Common (FDX) 2.2 $57M 331k 173.20
Cardinal Health Common (CAH) 2.1 $56M 729k 76.87
Morgan Stanley Common (MS) 2.0 $53M 620k 85.02
Lam Research Corporation Common (LRCX) 1.5 $40M 95k 420.30
Vontier Corporation Common (VNT) 0.0 $599k 31k 19.33