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
C - Citigroup Inc.	Q3 2009	$48.40	Q1 2021	$72.75	+50.31%	Closed	History

ELV - Elevance Health, Inc.	Q4 2020	$321.09	Q2 2022	$482.58	+50.29%	Closed	History

ICLR - ICON Public Ltd. Co.	Q1 2026	$110.66	Open	$166.10	+50.10%	Open	History

RSG - Republic Services, Inc.	Q4 2000	$11.46	Q4 2003	$17.09	+49.10%	Closed	History

A - Agilent Technologies, Inc.	Q2 2013	$30.59	Q4 2016	$45.56	+48.95%	Closed	History

EQT - EQT Corp.	Q4 2015	$28.38	Q2 2016	$42.15	+48.53%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q1 2002	$20.73	Q2 2004	$30.74	+48.29%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q2 2010	$131.11	Q4 2014	$193.86	+47.86%	Closed	History

COP - ConocoPhillips	Q3 2006	$45.38	Q3 2007	$66.91	+47.44%	Closed	History

KO - The Coca-Cola Co.	Q4 2008	$22.64	Q1 2011	$33.17	+46.54%	Closed	History

LYO - Lyondell Chemical Company	Q3 2006	$25.37	Q2 2007	$37.14	+46.39%	Closed	History

BKNG - Booking Holdings Inc.	Q2 2020	$63.69	Q1 2021	$93.19	+46.32%	Closed	History

PFE - Pfizer Inc.	Q1 2016	$28.12	Q2 2019	$41.10	+46.15%	Closed	History

INTU - Intuit Inc.	Q4 2008	$23.79	Q1 2010	$34.32	+44.26%	Closed	History

PII - Polaris Inc.	Q1 1999	$7.94	Q2 2001	$11.44	+44.09%	Closed	History

DUK - Duke Energy Corp.	Q1 2000	$45.76	Q1 2002	$65.90	+44.00%	Closed	History

NEM - Newmont Corp.	Q3 2009	$44.02	Q3 2011	$62.95	+43.00%	Closed	History

HPE - Hewlett Packard Enterprise Co.	Q1 2016	$10.30	Q3 2017	$14.71	+42.75%	Closed	History

LUV - Southwest Airlines Co.	Q4 2024	$33.62	Open	$47.92	+42.53%	Open	History

WFT - Weatherford International, Ltd.	Q3 2011	$12.21	Q1 2014	$17.36	+42.18%	Closed	History

LUV - Southwest Airlines Co.	Q3 2006	$16.66	Q1 2014	$23.61	+41.72%	Closed	History

NXPI - NXP Semiconductors N.V.	Q1 2026	$196.86	Open	$278.39	+41.42%	Open	History

DD - DuPont de Nemours, Inc.	Q2 2012	$90.34	Q1 2015	$127.68	+41.33%	Closed	History

PLFE - Presidential Life Corporation COMMON	Q3 2005	$18.00	Q1 2006	$25.40	+41.11%	Closed	History

CTXS - Citrix Systems, Inc.	Q1 2009	$22.64	Q2 2009	$31.89	+40.86%	Closed	History

HII - Huntington Ingalls Industries, Inc.	Q2 2025	$241.46	Q4 2025	$340.07	+40.84%	Closed	History

AMAT - Applied Materials, Inc.	Q2 2025	$183.07	Q4 2025	$256.99	+40.38%	Closed	History

WDC - Western Digital Corp.	Q2 2007	$14.63	Q1 2008	$20.44	+39.74%	Closed	History

DVN - Devon Energy Corp.	Q4 2008	$65.71	Q1 2011	$91.77	+39.66%	Closed	History

COP - ConocoPhillips	Q2 2003	$20.89	Q2 2004	$29.08	+39.22%	Closed	History

IGT - International Game Technology	Q1 1999	$14.60	Q4 1999	$20.30	+39.04%	Closed	History

CHKP - Check Point Software Technologies Ltd.	Q1 2024	$164.01	Q1 2025	$227.92	+38.97%	Closed	History

DGX - Quest Diagnostics Inc.	Q1 2003	$29.85	Q1 2004	$41.42	+38.77%	Closed	History

LRCX - Lam Research Corp.	Q1 2020	$24.00	Q3 2020	$33.18	+38.23%	Closed	History

BA - The Boeing Co.	Q4 2022	$190.49	Q4 2023	$260.66	+36.84%	Closed	History

MOO - - - - - Monsanto Company COMMON	Q4 2000	$27.06	Q2 2001	$37.00	+36.73%	Closed	History

3605818Q - HCA - The Healthcare Company COMMON	Q2 2000	$30.37	Q4 2002	$41.50	+36.65%	Closed	History

COP - ConocoPhillips	Q2 2009	$32.06	Q3 2010	$43.78	+36.54%	Closed	History

0860320D - Ceridian Corp. New COMMON	Q1 2001	$14.05	Q2 2001	$19.17	+36.44%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q4 2023	$241.20	Q4 2025	$328.60	+36.24%	Closed	History

CTRA -	Q3 2024	$23.95	Open	$32.56	+35.95%	Open	History

APA - APA Corp.	Q4 2006	$66.51	Q3 2007	$90.06	+35.41%	Closed	History

CI - The Cigna Group	Q1 2020	$177.18	Q1 2022	$239.61	+35.24%	Closed	History

SUNW - Sun Microsystems Inc	Q3 2007	$5.62	Q3 2008	$7.60	+35.23%	Closed	History

BA - The Boeing Co.	Q4 1999	$41.44	Q1 2001	$55.71	+34.44%	Closed	History

BHI - Baker Hughes Inc.	Q3 2009	$42.66	Q4 2010	$57.17	+34.01%	Closed	History

LAB - Standard BioTools Inc.	Q1 2003	$29.65	Q2 2004	$39.70	+33.90%	Closed	History

BAX - Baxter International Inc.	Q2 2000	$19.10	Q1 2001	$25.57	+33.89%	Closed	History

BCE - BCE Inc.	Q1 2007	$28.28	Q2 2007	$37.78	+33.59%	Closed	History

BHI - Baker Hughes Inc.	Q3 2013	$49.10	Q3 2014	$65.06	+32.51%	Closed	History

GR - Goodrich Corporation COMMON	Q4 2002	$18.32	Q3 2003	$24.24	+32.31%	Closed	History

VLO - Valero Energy Corp.	Q3 2009	$17.72	Q2 2011	$23.37	+31.87%	Closed	History

UN - Unilever NV ADR	Q3 2006	$24.54	Q4 2009	$32.33	+31.74%	Closed	History

MRO - Marathon Oil Corporation COMMON	Q1 2002	$28.80	Q2 2004	$37.84	+31.39%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2009	$24.98	Q1 2010	$32.67	+30.78%	Closed	History

ELV - Elevance Health, Inc.	Q4 2014	$125.67	Q2 2015	$164.14	+30.61%	Closed	History

CY - Cypress Semiconductor Corp. COMMON	Q4 1999	$32.38	Q2 2000	$42.25	+30.48%	Closed	History

OC - Owens Corning	Q1 2026	$108.22	Open	$141.11	+30.39%	Open	History

TXT - Textron Inc.	Q3 2005	$35.88	Q1 2006	$46.69	+30.15%	Closed	History

LCX - L-3 Communications Holdings Inc COMMON	Q4 2003	$51.36	Q2 2004	$66.80	+30.06%	Closed	History

SNY - Sanofi	Q3 2011	$32.80	Q4 2015	$42.65	+30.03%	Closed	History

AON-W - Aon Corporation COMMON	Q3 2005	$32.08	Q1 2006	$41.51	+29.40%	Closed	History

MRKC - Merck & Co. Inc. COMMON	Q3 2005	$27.22	Q1 2006	$35.21	+29.35%	Closed	History

ABX - Barrick Gold Corporation	Q1 2007	$28.55	Q3 2008	$36.74	+28.69%	Closed	History

CSX - CSX Corp.	Q3 2005	$2.58	Q1 2006	$3.32	+28.66%	Closed	History

XS6 - Sunoco, Inc	Q1 2010	$29.71	Q1 2012	$38.15	+28.41%	Closed	History

EP - El Paso Corporation	Q3 2006	$654.72	Q3 2011	$839.04	+28.15%	Closed	History

MDLZ - Mondelez International, Inc.	Q4 2018	$40.03	Q2 2020	$51.13	+27.73%	Closed	History

IBM - International Business Machines Corp.	Q1 1999	$84.73	Q2 2001	$107.83	+27.27%	Closed	History

KG - King Pharmaceuticals, Inc. COMMON	Q1 2003	$238.60	Q3 2003	$303.00	+26.99%	Closed	History

TXU - TXU Corporation COMMON	Q4 2002	$18.68	Q4 2003	$23.72	+26.98%	Closed	History

MU - Micron Technology, Inc.	Q4 2017	$41.12	Q1 2018	$52.14	+26.80%	Closed	History

LRCX - Lam Research Corp.	Q4 2022	$42.03	Q1 2023	$53.01	+26.13%	Closed	History

6684 - Hewlett-Packard Company	Q3 2006	$36.69	Q3 2008	$46.24	+26.03%	Closed	History

BAC - Bank of America Corp.	Q2 2025	$47.32	Open	$59.50	+25.74%	Open	History

KR - The Kroger Co.	Q1 2024	$57.13	Q2 2025	$71.73	+25.56%	Closed	History

CB - Chubb Ltd.	Q2 2020	$126.62	Q2 2021	$158.94	+25.53%	Closed	History

DIG1 - DIRECTV Group Inc	Q4 2013	$69.06	Q4 2014	$86.68	+25.51%	Closed	History

EQT - EQT Corp.	Q3 2009	$23.19	Q3 2011	$29.05	+25.26%	Closed	History

GEZ - Genzyme Corporation	Q3 2009	$56.73	Q3 2010	$70.79	+24.78%	Closed	History

FDX - FedEx Corp.	Q2 2022	$182.68	Q4 2024	$226.70	+24.09%	Closed	History

SPXC* - SPX Corporation COMMON	Q4 2002	$37.45	Q2 2004	$46.44	+24.01%	Closed	History

ILN - Illinova Corporation COMMON	Q3 1999	$28.06	Q4 1999	$34.75	+23.84%	Closed	History

DVN - Devon Energy Corp.	Q2 2003	$26.70	Q2 2004	$33.00	+23.60%	Closed	History

BAX - Baxter International Inc.	Q3 2006	$24.69	Q3 2011	$30.49	+23.49%	Closed	History

WM - Waste Management, Inc.	Q3 2005	$28.61	Q1 2006	$35.30	+23.38%	Closed	History

BAX - Baxter International Inc.	Q4 2002	$15.21	Q2 2004	$18.75	+23.25%	Closed	History

SGI - Somnigroup International Inc.	Q1 2022	$27.92	Q4 2022	$34.33	+22.96%	Closed	History

EQT - EQT Corp.	Q1 2012	$26.24	Q3 2012	$32.12	+22.38%	Closed	History

BU3 - Bunge Limited	Q3 2010	$59.16	Q1 2011	$72.33	+22.26%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q2 2023	$54.70	Q4 2025	$66.46	+21.50%	Closed	History

L - Loews Corp.	Q1 2012	$39.86	Q4 2013	$48.27	+21.10%	Closed	History

HMC - Honda Motor Co. Ltd COMMON	Q3 2003	$20.16	Q2 2004	$24.32	+20.63%	Closed	History

329802Q - MidAmerican Energy Holding	Q1 1999	$28.00	Q4 1999	$33.69	+20.32%	Closed	History

AON-W - Aon Corporation	Q3 2006	$33.87	Q3 2009	$40.69	+20.14%	Closed	History

LAB - Standard BioTools Inc.	Q3 2005	$48.71	Q1 2006	$58.48	+20.06%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q3 2005	$30.90	Q1 2006	$37.09	+20.03%	Closed	History

CI - The Cigna Group	Q4 2003	$19.17	Q2 2004	$22.94	+19.67%	Closed	History

3059Q - Sterling Commerce Inc.	Q1 1999	$30.75	Q2 1999	$36.75	+19.51%	Closed	History

BEC - Beckman Coulter, Inc COMMON	Q1 2003	$34.03	Q2 2003	$40.64	+19.42%	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.