Sound Shore Management

Sound Shore Management as of March 31, 2023

Portfolio Holdings for Sound Shore Management

Sound Shore Management holds 35 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flex Common (FLEX) 4.3 $114M 5.0M 23.01
Oracle Corporation Common (ORCL) 4.2 $113M 1.2M 92.92
Vistra Corp. Common (VST) 4.1 $108M 4.5M 24.00
Pfizer Common (PFE) 3.7 $100M 2.4M 40.80
NXP Semiconductors NV Common (NXPI) 3.7 $99M 533k 186.47
PVH Corp. Common (PVH) 3.6 $96M 1.1M 89.16
Berkshire Hathaway, Inc. Cl B Common (BRK.B) 3.5 $94M 303k 308.77
Wells Fargo & Company Common (WFC) 3.3 $89M 2.4M 37.38
Lennar Corporation Common (LEN) 3.3 $88M 841k 105.11
Capital One Financial Corp Common (COF) 3.2 $85M 882k 96.16
GE HealthCare Technologies Common (GEHC) 3.1 $82M 1.0M 82.03
Avantor Common (AVTR) 3.1 $82M 3.9M 21.14
Organon & Company Common (OGN) 3.0 $78M 3.3M 23.52
Cardinal Health Common (CAH) 2.9 $77M 1.0M 75.50
General Motors Company Common (GM) 2.9 $76M 2.1M 36.68
TotalEnergies SE Common (TTE) 2.7 $73M 1.2M 59.05
Constellation Energy Corporation Common (CEG) 2.7 $73M 924k 78.50
Kinder Morgan Common (KMI) 2.7 $71M 4.1M 17.51
Merck & Co Common (MRK) 2.7 $71M 669k 106.39
Huntington Ingalls Industries Common (HII) 2.7 $71M 343k 207.02
Boeing Company Common (BA) 2.7 $71M 332k 212.43
Cleveland-Cliffs Common (CLF) 2.6 $70M 3.8M 18.33
Applied Materials Common (AMAT) 2.6 $70M 569k 122.83
Victoria's Secret & Co Common (VSCO) 2.6 $68M 2.0M 34.15
Lam Research Corporation Common (LRCX) 2.5 $65M 123k 530.12
FedEx Corporation Common (FDX) 2.4 $64M 280k 228.49
Baker Hughes Company Common (BKR) 2.4 $63M 2.2M 28.86
Conagra Brands Common (CAG) 2.3 $62M 1.6M 37.56
Robert Half International Common (RHI) 2.2 $58M 724k 80.57
Paccar Common (PCAR) 2.1 $57M 772k 73.20
Cisco Systems Common (CSCO) 2.1 $55M 1.1M 52.27
Kraft Heinz Company Common (KHC) 2.1 $55M 1.4M 38.67
Centene Corporation Common (CNC) 2.0 $54M 857k 63.21
Hologic Common (HOLX) 2.0 $54M 665k 80.70
Micron Technology Common (MU) 1.9 $52M 858k 60.34