Copy Invest | Sonar Terminal

Harry Burn - Sound Shore Management

620 trades · 580 closed · 40 open · Win rate: 51.1% · Avg return: +22.8% · Median return: +1.4%

⚠ 2 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
FLEX - Flex Ltd.	Q3 2020	$8.39	Open	$129.50	+1,442.61%	Open	History

TMO - Thermo Fisher Scientific Inc.	Q2 2012	$51.91	Q3 2020	$441.52	+750.55%	Closed	History

VST - Vistra Corp.	Q1 2021	$17.68	Q4 2024	$137.87	+679.81%	Closed	History

AMAT - Applied Materials, Inc.	Q1 2010	$13.47	Q4 2020	$86.30	+540.68%	Closed	History

TJX - The TJX Companies, Inc.	Q3 2006	$7.01	Q4 2014	$34.30	+389.40%	Closed	History

MSFT - Microsoft Corp.	Q3 2015	$44.26	Q2 2020	$203.45	+359.67%	Closed	History

COF - Capital One Financial Corp.	Q1 2012	$55.74	Q4 2025	$242.36	+334.80%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q3 2011	$26.55	Q4 2019	$111.41	+319.62%	Closed	History

AON - Aon plc	Q3 2012	$52.29	Q2 2020	$192.17	+267.51%	Closed	History

LOW - Lowe's Companies, Inc.	Q3 2010	$22.26	Q2 2016	$79.17	+255.66%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q1 2016	$141.88	Open	$496.85	+250.19%	Open	History

ORCL - Oracle Corp.	Q4 2019	$52.98	Q3 2024	$170.40	+221.63%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q3 2023	$10.20	Open	$32.18	+215.49%	Open	History

LEN - Lennar Corp.	Q4 2018	$37.90	Q1 2025	$114.78	+202.86%	Closed	History

TWX - Time Warner, Inc.	Q4 2010	$32.17	Q4 2016	$96.53	+200.06%	Closed	History

3394444Q - BCE, Inc.	Q1 1999	$44.38	Q1 2000	$125.50	+182.79%	Closed	History

CVS - CVS Health Corp.	Q4 2010	$34.77	Q3 2015	$96.48	+177.48%	Closed	History

CMCSA - Comcast Corp.	Q2 2007	$13.18	Q3 2017	$36.06	+173.68%	Closed	History

JBLU - JetBlue Airways Corp.	Q1 2008	$5.80	Q4 2014	$15.85	+173.28%	Closed	History

D7A - Aptiv PLC	Q1 2020	$49.24	Q4 2020	$130.29	+164.60%	Closed	History

NXPI - NXP Semiconductors N.V.	Q4 2018	$73.28	Q1 2025	$190.06	+159.36%	Closed	History

MRVL - Marvell Technology, Inc.	Q3 2025	$84.07	Open	$217.53	+158.75%	Open	History

WBD - Warner Bros. Discovery, Inc.	Q2 2025	$11.46	Q4 2025	$28.82	+151.48%	Closed	History

KBH - KB Home Corporation COMMON	Q1 2001	$16.32	Q1 2004	$40.41	+147.61%	Closed	History

EOG - EOG Resources, Inc.	Q3 2020	$35.94	Q4 2021	$88.83	+147.16%	Closed	History

NEM - Newmont Corp.	Q2 2024	$41.87	Q4 2025	$99.85	+138.48%	Closed	History

FDC - First Data Corporation	Q2 2016	$11.07	Q1 2019	$26.27	+137.31%	Closed	History

CEG - Constellation Energy Corp.	Q1 2023	$78.50	Q1 2024	$184.85	+135.48%	Closed	History

PCAR - PACCAR Inc	Q3 2021	$52.61	Q1 2024	$123.89	+135.47%	Closed	History

DD - DuPont de Nemours, Inc.	Q1 2000	$31.49	Q3 2000	$74.03	+135.10%	Closed	History

TYI - Tyco International Ltd. COMMON	Q3 2002	$14.10	Q2 2004	$33.14	+135.04%	Closed	History

GOOGL - Alphabet Inc.	Q4 2015	$38.90	Q4 2022	$88.23	+126.81%	Closed	History

BAC - Bank of America Corp.	Q4 2009	$15.06	Q4 2022	$33.12	+119.92%	Closed	History

AET - Aetna Life & Casualty Co. COMMON	Q1 2002	$9.71	Q2 2004	$21.25	+118.96%	Closed	History

CAH - Cardinal Health, Inc.	Q2 2022	$52.27	Q3 2024	$110.52	+111.44%	Closed	History

B - Barrick Mining Corp.	Q2 2025	$20.82	Q4 2025	$43.55	+109.17%	Closed	History

MRK - Merck & Co., Inc.	Q2 2015	$54.32	Q3 2024	$113.56	+109.05%	Closed	History

WMT - Walmart Inc.	Q4 2016	$23.04	Q4 2020	$48.05	+108.55%	Closed	History

HUB - Chubb Corporation	Q4 2008	$51.00	Q4 2014	$103.37	+102.69%	Closed	History

GOOGL - Alphabet Inc.	Q2 2025	$176.23	Open	$352.51	+100.03%	Open	History

C - Citigroup Inc.	Q4 2024	$70.39	Open	$140.71	+99.90%	Open	History

ETN - Eaton Corp. plc	Q2 2018	$74.74	Q2 2021	$148.18	+98.26%	Closed	History

IVZ - Invesco Ltd.	Q2 2009	$17.82	Q3 2017	$35.04	+96.63%	Closed	History

APOL - Apollo Group, Inc.	Q4 2006	$39.00	Q4 2008	$76.67	+96.59%	Closed	History

1396 - Georgia Pacific Corporation COMMON	Q2 2003	$18.95	Q2 2004	$36.98	+95.15%	Closed	History

TXN - Texas Instruments Inc.	Q1 1999	$24.81	Q4 1999	$48.32	+94.72%	Closed	History

IVN - Life Technologies Corporation	Q4 2011	$38.91	Q4 2013	$75.75	+94.68%	Closed	History

MS - Morgan Stanley	Q2 2019	$43.81	Q4 2022	$85.02	+94.07%	Closed	History

WFC - Wells Fargo & Co.	Q2 2021	$45.29	Open	$87.67	+93.57%	Open	History

KMI - Kinder Morgan, Inc.	Q2 2022	$16.76	Open	$32.24	+92.36%	Open	History

HAL - Halliburton Co.	Q2 2002	$7.97	Q2 2004	$15.13	+89.84%	Closed	History

AIG - American International Group, Inc.	Q3 2012	$32.79	Q4 2015	$61.97	+88.99%	Closed	History

HSP - Hospira Inc	Q1 2013	$32.83	Q4 2014	$61.25	+86.57%	Closed	History

NVS - Novartis AG	Q4 2008	$44.59	Q4 2014	$83.03	+86.21%	Closed	History

MO - Altria Group, Inc.	Q4 2010	$24.66	Q3 2014	$45.91	+86.17%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2019	$217.32	Q2 2021	$400.44	+84.26%	Closed	History

IBM - International Business Machines Corp.	Q2 2009	$99.89	Q3 2014	$181.59	+81.78%	Closed	History

MGA - Magna International Inc.	Q2 2020	$44.53	Q4 2021	$80.94	+81.77%	Closed	History

MCD - McDonald's Corp.	Q1 2003	$14.46	Q2 2004	$26.00	+79.81%	Closed	History

CAH - Cardinal Health, Inc.	Q3 2012	$38.97	Q1 2014	$69.98	+79.57%	Closed	History

BKR - Baker Hughes Co.	Q2 2021	$22.87	Q4 2024	$41.02	+79.36%	Closed	History

AMAT - Applied Materials, Inc.	Q2 2022	$90.98	Q4 2023	$162.07	+78.14%	Closed	History

SCHW - The Charles Schwab Corp.	Q1 2009	$15.50	Q1 2014	$27.33	+76.32%	Closed	History

GM - General Motors Co.	Q1 2022	$43.74	Open	$76.72	+75.40%	Open	History

V - Visa Inc.	Q2 2010	$17.69	Q2 2012	$30.91	+74.74%	Closed	History

INCY - Incyte Corp.	Q3 2024	$66.10	Open	$114.23	+72.81%	Open	History

BX - Blackstone Inc.	Q2 2020	$56.66	Q2 2021	$97.14	+71.44%	Closed	History

OCR - Omnicare, Inc. COMMON	Q1 2002	$25.89	Q1 2004	$44.33	+71.22%	Closed	History

MU - Micron Technology, Inc.	Q3 2022	$50.10	Q4 2023	$85.34	+70.34%	Closed	History

WHR - Whirlpool Corp.	Q2 2020	$129.53	Q1 2021	$220.35	+70.12%	Closed	History

CLF - Cleveland-Cliffs Inc.	Q3 2022	$13.47	Q1 2024	$22.74	+68.82%	Closed	History

MO - Altria Group, Inc.	Q1 2003	$29.95	Q2 2004	$50.06	+67.15%	Closed	History

V - Visa Inc.	Q4 2008	$13.11	Q4 2009	$21.87	+66.75%	Closed	History

MRO - Marathon Oil Corporation	Q1 2010	$31.64	Q2 2011	$52.68	+66.50%	Closed	History

SLB - Slb N.V.	Q2 2013	$71.66	Q2 2014	$117.95	+64.60%	Closed	History

CMCSA - Comcast Corp.	Q4 2018	$31.91	Q3 2021	$52.42	+64.26%	Closed	History

OHP - Oxford Health Plans, Inc. COMMON	Q2 2001	$28.60	Q2 2002	$46.46	+62.45%	Closed	History

MBI - MBIA Inc.	Q1 1999	$38.67	Q1 2004	$62.70	+62.16%	Closed	History

UNH - UnitedHealth Group Inc.	Q4 2011	$50.68	Q1 2014	$81.99	+61.78%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q2 2010	$57.20	Q4 2014	$92.42	+61.57%	Closed	History

PM - Philip Morris International Inc.	Q1 2008	$50.55	Q4 2014	$81.44	+61.11%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q2 2020	$57.57	Q4 2021	$92.11	+60.00%	Closed	History

MSFT - Microsoft Corp.	Q3 2009	$25.72	Q1 2015	$40.66	+58.09%	Closed	History

AYI - Acuity Inc.	Q3 2023	$170.31	Q1 2024	$268.73	+57.79%	Closed	History

FBOG - The Mosiac Company	Q3 2006	$16.90	Q1 2007	$26.66	+57.75%	Closed	History

BSX - Boston Scientific Corp.	Q1 2001	$10.09	Q3 2002	$15.78	+56.39%	Closed	History

RNB - Republic New York Corp.	Q1 1999	$46.18	Q4 1999	$72.03	+55.98%	Closed	History

KEYS - Keysight Technologies, Inc.	Q4 2014	$33.77	Q1 2018	$52.39	+55.14%	Closed	History

4621824Q - Kinder Morgan Inc. COMMON	Q2 2000	$34.56	Q1 2001	$53.20	+53.94%	Closed	History

CSX - CSX Corp.	Q4 2024	$32.27	Open	$49.64	+53.83%	Open	History

SLB - Slb N.V.	Q4 2008	$42.33	Q4 2009	$65.09	+53.77%	Closed	History

HSIC - Henry Schein, Inc.	Q1 2020	$50.52	Q4 2021	$77.53	+53.46%	Closed	History

LEHMQ - Lehman Brothers Holdings I COMMON	Q1 2000	$97.00	Q3 2000	$148.63	+53.23%	Closed	History

ADI - Analog Devices, Inc.	Q3 2015	$56.41	Q3 2017	$86.17	+52.76%	Closed	History

EXC - Exelon Corp.	Q2 2015	$22.41	Q2 2019	$34.19	+52.58%	Closed	History

CTRA -	Q2 2020	$17.18	Q3 2022	$26.12	+52.04%	Closed	History

AAGBP - Alcoa Inc.	Q4 2013	$10.63	Q3 2014	$16.09	+51.36%	Closed	History

STT - State Street Corp.	Q4 2009	$43.54	Q3 2013	$65.75	+51.01%	Closed	History

Y - Alleghany Corporation	Q1 2020	$552.35	Q2 2022	$833.10	+50.83%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q4 2010	$60.70	Q4 2014	$91.25	+50.33%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.