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
TJX - The TJX Companies, Inc.	Q1 1999	$4.25	Q1 1999	$4.25	+0.00%	Closed	History

TJX - The TJX Companies, Inc.	Q3 2000	$2.81	Q3 2000	$2.81	+0.00%	Closed	History

TJX - The TJX Companies, Inc.	Q1 2006	$6.21	Q1 2006	$6.21	+0.00%	Closed	History

TSG - Sabre Group Holdings COMMON	Q2 2000	$28.50	Q2 2000	$28.50	+0.00%	Closed	History

TWC - Time Warner Cable Inc.	Q1 2009	$24.80	Q1 2009	$24.80	+0.00%	Closed	History

VISN - Vistance Networks, Inc.	Q3 2018	$30.76	Q3 2018	$30.76	+0.00%	Closed	History

WC - WellChoice Incorporated COMMON	Q4 2002	$23.95	Q4 2002	$23.95	+0.00%	Closed	History

WDC - Western Digital Corp.	Q3 2011	$19.44	Q3 2011	$19.44	+0.00%	Closed	History

WFC - Wells Fargo & Co.	Q1 2020	$28.70	Q1 2020	$28.70	+0.00%	Closed	History

WM - Waste Management, Inc.	Q2 2004	$30.65	Q2 2004	$30.65	+0.00%	Closed	History

WMB - The Williams Companies, Inc.	Q1 2006	$17.44	Q1 2006	$17.44	+0.00%	Closed	History

WMB - The Williams Companies, Inc.	Q3 2006	$19.46	Q3 2006	$19.46	+0.00%	Closed	History

WMT - Walmart Inc.	Q4 2006	$15.39	Q4 2006	$15.39	+0.00%	Closed	History

WRB - W. R. Berkley Corp.	Q4 2000	$2.76	Q4 2000	$2.76	+0.00%	Closed	History

UNM - Unum Group	Q3 2005	$20.50	Q1 2006	$20.48	-0.10%	Closed	History

GNW - Genworth Financial, Inc.	Q3 2006	$35.01	Q1 2007	$34.94	-0.20%	Closed	History

AVTR - Avantor, Inc.	Q1 2023	$21.14	Q3 2023	$21.08	-0.28%	Closed	History

WATS - Watson Pharmaceuticals, Inc.	Q3 2006	$26.17	Q4 2006	$26.03	-0.53%	Closed	History

WATS - Watson Pharmaceuticals, Inc. COMMON	Q1 2002	$27.09	Q2 2004	$26.90	-0.70%	Closed	History

USB - U.S. Bancorp	Q3 2006	$33.22	Q2 2007	$32.95	-0.81%	Closed	History

CVX - Chevron Corp.	Q1 2024	$157.74	Q2 2024	$156.42	-0.84%	Closed	History

IP - International Paper Co.	Q2 2025	$46.83	Q3 2025	$46.40	-0.92%	Closed	History

KMB - Kimberly-Clark Corp.	Q1 1999	$45.96	Q4 2002	$45.51	-0.98%	Closed	History

PEG - Public Service Enterprise Group Inc.	Q3 2011	$33.37	Q4 2011	$33.01	-1.08%	Closed	History

ODP - Office Depot, Inc. COMMON	Q3 1999	$10.50	Q2 2001	$10.38	-1.14%	Closed	History

DIS - The Walt Disney Co.	Q4 1999	$28.86	Q2 2001	$28.50	-1.23%	Closed	History

MO - Altria Group, Inc.	Q3 2006	$76.58	Q4 2007	$75.63	-1.24%	Closed	History

IP - International Paper Co.	Q2 2014	$47.13	Q3 2018	$46.54	-1.25%	Closed	History

ETRN - Equitrans Midstream Corporation	Q4 2018	$20.02	Q2 2019	$19.71	-1.55%	Closed	History

FBOG - The Mosiac Company COMMON	Q4 2005	$14.63	Q1 2006	$14.35	-1.91%	Closed	History

ORCL - Oracle Corp.	Q4 2014	$44.97	Q2 2018	$44.06	-2.02%	Closed	History

CZN - Citizen's Communications COMMON	Q3 2005	$13.55	Q1 2006	$13.27	-2.07%	Closed	History

CMA - Comerica, Inc. COMMON	Q4 2003	$56.06	Q2 2004	$54.88	-2.10%	Closed	History

ETN - Eaton Corp. plc	Q2 1999	$19.96	Q4 2002	$19.53	-2.15%	Closed	History

TWX - Time Warner, Inc. COMMON	Q4 2003	$53.97	Q2 2004	$52.74	-2.28%	Closed	History

AGN - Allergan plc	Q4 2016	$210.01	Q3 2017	$204.95	-2.41%	Closed	History

BAX - Baxter International Inc.	Q3 2005	$21.66	Q1 2006	$21.08	-2.66%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q3 2002	$23.80	Q4 2002	$23.15	-2.73%	Closed	History

BRL - Barr Pharmaceuticals Inc.	Q1 2007	$46.35	Q2 2008	$45.08	-2.74%	Closed	History

WBA - Walgreens Boots Alliance, Inc.	Q3 2016	$80.62	Q2 2017	$78.31	-2.87%	Closed	History

UN - Unilever NV ADR COMMON	Q3 2005	$71.45	Q1 2006	$69.22	-3.12%	Closed	History

DIS - The Walt Disney Co.	Q2 2024	$99.29	Open	$96.00	-3.31%	Open	History

CZM - Cytec Industries, Inc.	Q2 2007	$63.77	Q4 2007	$61.58	-3.43%	Closed	History

TYI - Tyco International Ltd. COMMON	Q3 2005	$27.85	Q1 2006	$26.88	-3.48%	Closed	History

MDT - Medtronic plc	Q1 2026	$86.65	Open	$83.57	-3.55%	Open	History

3517233Q - UST, Inc.	Q1 1999	$26.13	Q4 1999	$25.19	-3.60%	Closed	History

ABX - Barrick Gold Corporation	Q4 2011	$45.25	Q1 2012	$43.48	-3.91%	Closed	History

ALL - The Allstate Corp.	Q1 2011	$31.78	Q2 2011	$30.53	-3.93%	Closed	History

MO - Altria Group, Inc.	Q3 2005	$73.74	Q1 2006	$70.84	-3.93%	Closed	History

ALL - The Allstate Corp.	Q1 1999	$37.06	Q3 2002	$35.55	-4.07%	Closed	History

UNM - Unum Group	Q3 2006	$19.39	Q4 2008	$18.60	-4.07%	Closed	History

RDS.A - Royal Dutch Shell PLC ADR	Q1 2015	$59.66	Q2 2015	$56.95	-4.54%	Closed	History

HES - Hess Corporation	Q3 2013	$77.34	Q4 2014	$73.82	-4.55%	Closed	History

MS - Morgan Stanley	Q2 2009	$28.51	Q4 2010	$27.21	-4.56%	Closed	History

DUKG - Duke Energy Corporation	Q4 2008	$15.01	Q1 2009	$14.32	-4.60%	Closed	History

WFTG - Weatherford International Ltd. COMMON	Q1 2003	$37.77	Q4 2003	$36.00	-4.69%	Closed	History

GM - General Motors Co.	Q2 2019	$38.53	Q4 2019	$36.60	-5.01%	Closed	History

WMB - The Williams Companies, Inc.	Q1 2000	$32.88	Q2 2000	$31.20	-5.12%	Closed	History

RDS.A - Royal Dutch Shell PLC ADR COMMON	Q3 2005	$65.64	Q1 2006	$62.26	-5.15%	Closed	History

LYB - LyondellBasell Industries N.V.	Q4 2010	$34.40	Q4 2011	$32.49	-5.55%	Closed	History

MTCH - Match Group, Inc.	Q4 2024	$32.71	Q2 2025	$30.89	-5.56%	Closed	History

AIG - American International Group, Inc.	Q1 2018	$54.42	Q4 2019	$51.33	-5.68%	Closed	History

MHK - Mohawk Industries, Inc.	Q1 2025	$114.18	Open	$107.66	-5.71%	Open	History

BSX - Boston Scientific Corp.	Q4 2005	$24.49	Q1 2006	$23.05	-5.88%	Closed	History

AB - AllianceBernstein Holdings L.P.	Q4 2009	$28.08	Q3 2010	$26.42	-5.91%	Closed	History

CF - CF Industries Holdings, Inc.	Q1 2024	$83.21	Q1 2025	$78.15	-6.08%	Closed	History

HAL - Halliburton Co.	Q2 2007	$34.50	Q3 2008	$32.38	-6.14%	Closed	History

HES - Hess Corporation	Q2 2009	$53.75	Q2 2010	$50.34	-6.34%	Closed	History

DVN - Devon Energy Corp.	Q3 2011	$55.44	Q2 2013	$51.88	-6.42%	Closed	History

VIVHY - Vivendi SA - Unspon ADR	Q2 2015	$25.29	Q3 2015	$23.62	-6.60%	Closed	History

RHI - Robert Half Inc.	Q1 2023	$80.57	Q2 2023	$75.22	-6.64%	Closed	History

NOK - Nokia Oyj	Q3 2003	$15.60	Q2 2004	$14.54	-6.79%	Closed	History

FNMA - Fannie Mae COMMON	Q3 2001	$80.06	Q1 2004	$74.35	-7.13%	Closed	History

KFT - Kraft Foods, Inc.	Q2 2007	$35.22	Q4 2007	$32.70	-7.16%	Closed	History

KSS - Kohl's Corp.	Q4 2013	$56.75	Q2 2014	$52.68	-7.17%	Closed	History

TWX - Time Warner, Inc. COMMON	Q3 2005	$54.33	Q1 2006	$50.37	-7.29%	Closed	History

USB - U.S. Bancorp	Q4 2003	$29.78	Q2 2004	$27.56	-7.45%	Closed	History

MET - MetLife, Inc.	Q4 2017	$50.56	Q3 2018	$46.72	-7.59%	Closed	History

6684 - Hewlett-Packard Company COMMON	Q1 2004	$22.84	Q2 2004	$21.10	-7.62%	Closed	History

FMCC - - - - - Freddie Mac COMMON	Q4 2000	$68.88	Q2 2004	$63.30	-8.10%	Closed	History

CPN - Calpine Corporation	Q2 2016	$14.75	Q2 2017	$13.53	-8.27%	Closed	History

USB - U.S. Bancorp	Q1 2001	$23.20	Q4 2002	$21.22	-8.53%	Closed	History

FCX - Freeport-McMoRan Inc.	Q4 2017	$18.96	Q2 2018	$17.26	-8.97%	Closed	History

NEM - Newmont Corp.	Q3 2007	$44.73	Q4 2008	$40.70	-9.01%	Closed	History

KCI - Kinetic Concepts, Inc.	Q3 2006	$31.46	Q3 2008	$28.59	-9.12%	Closed	History

KHC - The Kraft Heinz Co.	Q1 2023	$38.67	Q3 2024	$35.11	-9.21%	Closed	History

CZN - Citizen's Communications C	Q3 2000	$13.38	Q2 2004	$12.10	-9.57%	Closed	History

WFTIQ - Weatherford Intl, Ltd.	Q2 2014	$23.00	Q3 2014	$20.80	-9.57%	Closed	History

NEM - Newmont Corp.	Q4 2012	$46.44	Q1 2013	$41.89	-9.80%	Closed	History

CY - - - Cypress Semiconductor Corp.COMMON	Q4 2000	$19.69	Q1 2001	$17.73	-9.95%	Closed	History

FLR - Fluor Corp.	Q1 2013	$66.33	Q2 2013	$59.31	-10.58%	Closed	History

CVS - CVS Health Corp.	Q1 2002	$17.17	Q2 2002	$15.30	-10.87%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q4 2024	$105.63	Open	$94.08	-10.93%	Open	History

STT - State Street Corp.	Q2 2008	$63.99	Q3 2008	$56.88	-11.11%	Closed	History

TDC - Teradata Corp.	Q4 2013	$45.49	Q2 2014	$40.20	-11.63%	Closed	History

CIN - Cinergy Corp. COMMON	Q2 2001	$34.95	Q3 2001	$30.87	-11.67%	Closed	History

LBTYK - Liberty Global Ltd.	Q4 2015	$18.53	Q2 2017	$16.32	-11.93%	Closed	History

CVX - Chevron Corp.	Q1 2026	$206.90	Open	$182.20	-11.94%	Open	History

PLFE - Presidential Life Corporation	Q3 2006	$22.40	Q1 2007	$19.70	-12.05%	Closed	History

AGN - Allergan plc	Q3 2018	$190.48	Q2 2019	$167.43	-12.10%	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.