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
PNR - Pentair plc	Q1 2017	$42.16	Q3 2018	$43.35	+2.82%	Closed	History

QCOM - QUALCOMM Inc.	Q2 2013	$61.09	Q2 2015	$62.63	+2.52%	Closed	History

DE - Deere & Co.	Q2 2000	$18.50	Q2 2001	$18.93	+2.30%	Closed	History

DUK - Duke Energy Corp.	Q3 2002	$34.08	Q2 2003	$34.78	+2.05%	Closed	History

NHL - Newhall Land & Farming Co. COMMON	Q3 2003	$39.55	Q4 2003	$40.36	+2.05%	Closed	History

2860436Q - Liberty Media Corporation COMMON	Q3 2005	$8.05	Q1 2006	$8.21	+1.99%	Closed	History

ADI - Analog Devices, Inc.	Q2 2023	$194.81	Q4 2023	$198.56	+1.92%	Closed	History

THC - Tenet Healthcare Corp.	Q4 2002	$65.56	Q1 2003	$66.80	+1.89%	Closed	History

2777284Z - Dr. Pepper Snapple Group I	Q2 2012	$43.75	Q3 2012	$44.53	+1.78%	Closed	History

DGX - Quest Diagnostics Inc.	Q3 2005	$50.50	Q1 2006	$51.25	+1.49%	Closed	History

PFE - Pfizer Inc.	Q3 2006	$26.91	Q3 2013	$27.28	+1.38%	Closed	History

AN - AutoNation, Inc.	Q1 1999	$12.38	Q3 1999	$12.50	+0.97%	Closed	History

ZTS - Zoetis Inc.	Q2 2013	$30.89	Q3 2013	$31.12	+0.74%	Closed	History

FISV - Fiserv, Inc.	Q3 2020	$103.05	Q4 2021	$103.77	+0.70%	Closed	History

MCD - McDonald's Corp.	Q3 2005	$33.49	Q4 2005	$33.72	+0.69%	Closed	History

DIS - The Walt Disney Co.	Q3 2006	$30.49	Q3 2008	$30.69	+0.65%	Closed	History

PLFE - Presidential Life Corporation	Q1 1999	$17.90	Q2 2004	$18.00	+0.56%	Closed	History

0910150D - Hilton Hotels Corp. COMMON	Q2 2001	$11.61	Q2 2001	$11.61	+0.00%	Closed	History

1396 - Georgia Pacific Corporation COMMON	Q3 2005	$34.06	Q3 2005	$34.06	+0.00%	Closed	History

151915Q - - - Tosco Corporation COMMON	Q4 2000	$33.94	Q4 2000	$33.94	+0.00%	Closed	History

1LGE - Liberty LiLac Group plc	Q2 2016	$32.49	Q2 2016	$32.49	+0.00%	Closed	History

2999130Q - Engelhard Corporation	Q3 2000	$16.25	Q3 2000	$16.25	+0.00%	Closed	History

3394444Q - - - BCE, Inc COMMON	Q4 2000	$29.00	Q4 2000	$29.00	+0.00%	Closed	History

3394444Q - BCE, Inc. COMMON	Q2 2001	$26.25	Q2 2001	$26.25	+0.00%	Closed	History

3394444Q - BCE Inc. COMMON	Q3 2005	$27.38	Q3 2005	$27.38	+0.00%	Closed	History

3621240Q - Bank One Corporation COMMON	Q3 2002	$37.39	Q3 2002	$37.39	+0.00%	Closed	History

769210Q - Premcor, Incorporated COMMON	Q2 2002	$25.72	Q2 2002	$25.72	+0.00%	Closed	History

8222737Q - Freescale Semiconductor Inc. A	Q1 2006	$27.81	Q1 2006	$27.81	+0.00%	Closed	History

8222737Q - Freescale Semiconductor Inc. A	Q3 2006	$38.05	Q3 2006	$38.05	+0.00%	Closed	History

995626Q - Chiron Corporation COMMON	Q3 2005	$43.65	Q3 2005	$43.65	+0.00%	Closed	History

ABKFQ - Ambac Financial Group, Inc.	Q1 1999	$54.00	Q1 1999	$54.00	+0.00%	Closed	History

ABKFQ - Ambac Financial Group, Inc	Q3 2000	$73.25	Q3 2000	$73.25	+0.00%	Closed	History

ABKFQ - Ambac Financial Group, Inc	Q1 2006	$79.64	Q1 2006	$79.64	+0.00%	Closed	History

ADI - Analog Devices, Inc.	Q1 2020	$89.65	Q1 2020	$89.65	+0.00%	Closed	History

ADI - Analog Devices, Inc.	Q3 2020	$116.74	Q3 2020	$116.74	+0.00%	Closed	History

AHP - American Home Products COMMON	Q3 1999	$41.50	Q3 1999	$41.50	+0.00%	Closed	History

APOL - Apollo Group, Inc.	Q4 2011	$53.80	Q4 2011	$53.80	+0.00%	Closed	History

BAC - Bank of America Corp.	Q1 2006	$45.54	Q1 2006	$45.54	+0.00%	Closed	History

BC - Brunswick Corp.	Q1 1999	$19.06	Q1 1999	$19.06	+0.00%	Closed	History

BLS - Bellsouth Corporation	Q3 2000	$40.50	Q3 2000	$40.50	+0.00%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q1 2006	$90,349.51	Q1 2006	$90,349.51	+0.00%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q3 2008	$130,600.47	Q3 2008	$130,600.47	+0.00%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q1 2009	$86,700.24	Q1 2009	$86,700.24	+0.00%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q4 2009	$99,200.00	Q4 2009	$99,200.00	+0.00%	Closed	History

BRYG - Berkshire Hathaway, Inc. Cl B	Q1 2006	$3,011.88	Q1 2006	$3,011.88	+0.00%	Closed	History

BRYG - Berkshire Hathaway, Inc. Cl A	Q3 2008	$4,394.92	Q3 2008	$4,394.92	+0.00%	Closed	History

BRYG - Berkshire Hathaway, Inc. Cl B	Q1 2009	$2,820.04	Q1 2009	$2,820.04	+0.00%	Closed	History

BRYG - Berkshire Hathaway, Inc. Cl B	Q4 2009	$3,286.04	Q4 2009	$3,286.04	+0.00%	Closed	History

C - Citigroup Inc.	Q1 1999	$319.40	Q1 1999	$319.40	+0.00%	Closed	History

C - Citigroup Inc.	Q3 2000	$541.80	Q3 2000	$541.80	+0.00%	Closed	History

C - Citigroup Inc.	Q1 2006	$472.20	Q1 2006	$472.20	+0.00%	Closed	History

CAG - Conagra Brands, Inc.	Q4 2000	$20.23	Q4 2000	$20.23	+0.00%	Closed	History

CI - The Cigna Group	Q3 1999	$25.92	Q3 1999	$25.92	+0.00%	Closed	History

COF - Capital One Financial Corp.	Q3 2000	$70.06	Q3 2000	$70.06	+0.00%	Closed	History

COP - ConocoPhillips	Q3 2011	$48.27	Q3 2011	$48.27	+0.00%	Closed	History

CRM - Salesforce, Inc.	Q4 2025	$264.91	Q4 2025	$264.91	+0.00%	Closed	History

CSCO - Cisco Systems, Inc.	Q1 2020	$39.31	Q1 2020	$39.31	+0.00%	Closed	History

CTAS - Cintas Corp.	Q4 2011	$8.70	Q4 2011	$8.70	+0.00%	Closed	History

CTXS - Citrix Systems, Inc.	Q4 2013	$63.25	Q4 2013	$63.25	+0.00%	Closed	History

D7A - Aptiv PLC	Q1 2022	$119.71	Q1 2022	$119.71	+0.00%	Closed	History

DGX - Quest Diagnostics Inc.	Q3 2006	$61.25	Q3 2006	$61.25	+0.00%	Closed	History

DIS - The Walt Disney Co.	Q1 2002	$22.77	Q1 2002	$22.77	+0.00%	Closed	History

DIS - The Walt Disney Co.	Q1 2006	$27.51	Q1 2006	$27.51	+0.00%	Closed	History

GDT - Guidant Corporation COMMON	Q3 2001	$38.50	Q3 2001	$38.50	+0.00%	Closed	History

GLW - Corning Inc.	Q3 2008	$15.67	Q3 2008	$15.67	+0.00%	Closed	History

GNW - Genworth Financial, Inc	Q1 2006	$33.43	Q1 2006	$33.43	+0.00%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q3 2008	$128.00	Q3 2008	$128.00	+0.00%	Closed	History

IBM - International Business Machines Corp.	Q1 2002	$99.43	Q1 2002	$99.43	+0.00%	Closed	History

JBLU - JetBlue Airways Corp.	Q1 2006	$10.72	Q1 2006	$10.72	+0.00%	Closed	History

JPM - JPMorgan Chase & Co.	Q1 2002	$35.65	Q1 2002	$35.65	+0.00%	Closed	History

KCI - Kinetic Concepts, Inc	Q1 2006	$41.17	Q1 2006	$41.17	+0.00%	Closed	History

KFT - Kraft Foods, Inc.	Q3 2008	$32.70	Q3 2008	$32.70	+0.00%	Closed	History

KMR - Kinder Morgan Management COMMON	Q2 2001	$68.50	Q2 2001	$68.50	+0.00%	Closed	History

LAB - Standard BioTools Inc.	Q3 2006	$65.54	Q3 2006	$65.54	+0.00%	Closed	History

LTRC - Carolina Group COMMON	Q1 2002	$29.99	Q1 2002	$29.99	+0.00%	Closed	History

LUMN - Lumen Technologies, Inc.	Q3 2005	$35.00	Q3 2005	$35.00	+0.00%	Closed	History

LUV - Southwest Airlines Co.	Q1 1999	$13.44	Q1 1999	$13.44	+0.00%	Closed	History

LUV - Southwest Airlines Co.	Q1 2006	$17.99	Q1 2006	$17.99	+0.00%	Closed	History

LYO - Lyondell Chemical Company COMMON	Q1 2002	$16.61	Q1 2002	$16.61	+0.00%	Closed	History

MAS - Masco Corp.	Q1 2002	$24.12	Q1 2002	$24.12	+0.00%	Closed	History

MCK - McKesson Corp.	Q4 2008	$38.73	Q4 2008	$38.73	+0.00%	Closed	History

MH - Minnesota Mining & Mfg.	Q1 1999	$70.75	Q1 1999	$70.75	+0.00%	Closed	History

MH - Minnesota Mining & Manufac	Q3 2000	$91.13	Q3 2000	$91.13	+0.00%	Closed	History

MPC - Marathon Petroleum Corp.	Q3 2011	$13.53	Q3 2011	$13.53	+0.00%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q1 2006	$29.36	Q1 2006	$29.36	+0.00%	Closed	History

NCC - National City Corporation COMMON	Q4 2002	$27.32	Q4 2002	$27.32	+0.00%	Closed	History

NEM - Newmont Corp.	Q1 2012	$51.27	Q1 2012	$51.27	+0.00%	Closed	History

NEM - Newmont Corp.	Q3 2014	$23.05	Q3 2014	$23.05	+0.00%	Closed	History

NFB - North Fork Bancorp COMMON	Q3 2003	$34.75	Q3 2003	$34.75	+0.00%	Closed	History

PA5 - Pall Corporation	Q3 2000	$19.94	Q3 2000	$19.94	+0.00%	Closed	History

PARA - ViacomCBS Inc.	Q4 2019	$41.97	Q4 2019	$41.97	+0.00%	Closed	History

PKG - Packaging Corp. of America	Q1 2020	$86.85	Q1 2020	$86.85	+0.00%	Closed	History

PRGO - Perrigo Co. plc	Q4 2016	$83.23	Q4 2016	$83.23	+0.00%	Closed	History

PVN - Providian Financial Corp.	Q3 2000	$127.00	Q3 2000	$127.00	+0.00%	Closed	History

RHHBY - Roche Holdings LTD - Spons ADR	Q2 2023	$38.20	Q2 2023	$38.20	+0.00%	Closed	History

SI6 - Smith International Inc	Q4 2009	$27.17	Q4 2009	$27.17	+0.00%	Closed	History

SPL - Schering Plough Inc. COMMON	Q3 2001	$37.10	Q3 2001	$37.10	+0.00%	Closed	History

SUU - SunTrust Banks, Inc.	Q3 2000	$49.87	Q3 2000	$49.87	+0.00%	Closed	History

SWY - Safeway, Inc.	Q2 2009	$20.37	Q2 2009	$20.37	+0.00%	Closed	History

TEVA - Teva Pharmaceutical Industries Ltd.	Q1 2013	$39.68	Q1 2013	$39.68	+0.00%	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.