Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
Holdings Activity Buys Sells    History
Holding/activity history for  Flex Ltd. (FLEX)
← All FLEX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 924,882 2.03 Reduce 9.18% 0.18 $55.16–70.74 · VW $63.34i $60,542,776 SEC
2025   Q4 1,018,314 1.96 Reduce 13.09% 0.29 $53.07–72.22 · VW $61.59i $61,526,532 SEC
2025   Q3 1,171,628 2.24 Reduce 33.83% 1.02 $47.83–59.76 · VW $52.92i $67,919,276 SEC
2025   Q2 1,770,524 3.01 Add 2.29% 0.07 $25.11–50.62 · VW $39.91i $88,384,558 SEC
2025   Q1 1,730,945 2.01 Reduce 3.10% 0.07 $32.07–45.10 · VW $38.57i $57,259,661 SEC
2024   Q4 1,786,322 2.26 Reduce 22.93% 0.58 $32.34–42.47 · VW $37.83i $68,576,902 SEC
2024   Q3 2,317,798 2.52 Reduce 26.30% 0.81 $26.02–34.42 · VW $31.58i $77,483,988 SEC
2024   Q2 3,144,867 3.09 Reduce 26.77% 1.03 $25.27–34.12 · VW $30.23i $92,742,128 SEC
2024   Q1 4,294,630 3.84 Reduce 16.42% 0.67 $21.84–30.93 · VW $26.10i $122,869,364 SEC
2023   Q4 5,138,189 4.09 Add 3.44% 0.14 $17.44–23.17 · VW $20.07i $117,942,156 SEC
2023   Q3 4,967,317 3.87 Reduce 19.63% 0.93 $18.83–21.78 · VW $20.43i $100,993,370 SEC
2023   Q2 6,180,420 4.74 Reduce 6.35% 0.27 $14.65–21.05 · VW $18.11i $128,731,586 SEC
2023   Q1 6,599,732 4.31 Reduce 10.62% 0.48 $15.06–18.93 · VW $17.32i $114,438,463 SEC
2022   Q4 7,383,874 4.49 Reduce 2.71% 0.10 $12.14–17.65 · VW $15.36i $119,410,650 SEC
2022   Q3 7,589,409 3.85 Reduce 16.34% 0.59 $10.27–14.79 · VW $12.95i $95,282,000 SEC
2022   Q2 9,071,298 3.62 Reduce 21.56% 1.01 $10.59–14.11 · VW $12.43i $98,916,000 SEC
2022   Q1 11,564,905 4.69 Add 1.24% 0.06 $11.21–14.54 · VW $12.87i $161,665,000 SEC
2021   Q4 11,423,347 4.38 Add 2.94% 0.13 $12.22–14.69 · VW $13.37i $157,792,000 SEC
2021   Q3 11,097,456 4.17 Reduce 0.47% 0.02 $11.69–14.59 · VW $13.47i $147,855,000 SEC
2021   Q2 11,149,950 4.18 Add 24.17% 0.81 $12.56–14.37 · VW $13.52i $150,150,000 SEC
2021   Q1 8,979,363 3.62 Add 8.39% 0.28 $12.06–15.10 · VW $13.66i $123,898,000 SEC
2020   Q4 8,284,547 3.34 Add 2.09% 0.07 $8.33–13.93 · VW $11.45i $112,250,000 SEC
2020   Q3 8,114,797 2.13 Buy 2.13 $7.18–9.15 · VW $8.28i $68,123,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.32 $5.08–9.95 · VW $6.54i SEC
2018   Q3 1,812,748 0.32 Reduce 87.23% 2.29 $9.60–11.59 · VW $10.40i $17,923,000 SEC
2018   Q2 14,194,628 2.63 Add 7.36% 0.18 $9.74–13.19 · VW $10.72i $150,932,000 SEC
2018   Q1 13,222,045 2.71 Reduce 11.21% 0.35 $12.20–14.85 · VW $13.40i $162,710,000 SEC
2017   Q4 14,890,556 3.16 Add 1.35% 0.04 $12.48–14.40 · VW $13.44i $201,870,000 SEC
2017   Q3 14,692,349 3.07 Add 7.19% 0.21 $11.67–13.09 · VW $12.29i $183,461,000 SEC
2017   Q2 13,706,493 2.81 Add 17.95% 0.43 $11.08–13.38 · VW $12.32i $168,465,000 SEC
2017   Q1 11,620,775 2.51 Reduce 19.03% 0.52 $10.72–12.80 · VW $12.08i $147,121,000 SEC
2016   Q4 14,351,444 2.75 Reduce 2.23% 0.06 $10.05–11.37 · VW $10.72i $155,411,000 SEC
2016   Q3 14,678,856 2.77 Reduce 0.29% <0.01 $8.67–10.41 · VW $9.70i $150,660,000 SEC
2016   Q2 14,721,113 2.46 Reduce 16.71% 0.50 $8.58–9.97 · VW $9.20i $130,904,000 SEC
2016   Q1 17,673,898 3.01 Reduce 0.34% <0.01 $6.67–9.13 · VW $8.03i $160,623,000 SEC
2015   Q4 17,734,754 2.81 Reduce 3.55% 0.10 $7.80–9.12 · VW $8.46i $149,817,000 SEC
2015   Q3 18,387,303 2.82 Reduce 4.40% 0.12 $7.20–8.66 · VW $8.09i $146,045,000 SEC
2015   Q2 19,234,220 2.71 Add 8.39% 0.21 $8.51–9.69 · VW $8.94i $163,933,000 SEC
2015   Q1 17,745,130 2.79 Add 13.90% 0.34 $7.80–9.63 · VW $8.80i $169,495,000 SEC
2014   Q4 15,579,813 2.11 Reduce 7.62% 0.17 $6.38–8.58 · VW $7.99i $131,260,000 SEC
2014   Q3 16,864,114 2.17 Reduce 0.90% 0.02 $7.72–8.91 · VW $8.12i $131,151,000 SEC
2014   Q2 17,017,352 2.36 Add 0.20% <0.01 $6.65–8.64 · VW $7.45i $141,961,000 SEC
2014   Q1 16,983,688 2.08 Reduce 11.41% 0.22 $5.58–7.19 · VW $6.46i $118,259,000 SEC
2013   Q4 19,170,544 1.92 Add 9.06% 0.16 $5.28–7.02 · VW $5.90i $112,250,000 SEC
2013   Q3 17,577,901 2.41 Reduce 23.48% 0.66 $5.76–7.32 · VW $6.74i $120,409,000 SEC
2013   Q2 22,970,442 2.83 Reduce 7.25% 0.20 $4.97–5.97 · VW $5.51i $133,980,000 SEC
2013   Q1 24,764,735 2.77 Reduce 2.14% 0.06 $4.57–5.24 · VW $4.93i $126,156,000 SEC
2012   Q4 25,306,999 2.72 Add 16.70% 0.39 $4.12–4.80 · VW $4.50i $118,430,000 SEC
2012   Q3 21,685,638 2.23 Reduce 19.05% 0.48 $4.43–5.21 · VW $4.81i $98,051,000 SEC
2012   Q2 26,789,420 2.52 Reduce 0.03% <0.01 $4.51–5.58 · VW $4.96i $125,165,000 SEC
2012   Q1 26,797,064 2.55 Reduce 6.68% 0.16 $4.32–5.64 · VW $5.20i $145,799,000 SEC
2011   Q4 28,713,940 2.39 Reduce 1.29% 0.03 $4.01–5.12 · VW $4.53i $122,472,000 SEC
2011   Q3 29,089,150 2.53 Add 0.00% $3.81–5.36 · VW $4.49i $123,415,000 SEC
2011   Q2 29,088,923 2.27 Add 3.70% 0.08 $4.67–5.67 · VW $5.20i $140,732,000 SEC
2011   Q1 28,049,744 2.39 Reduce 14.87% 0.45 $5.34–6.41 · VW $5.94i $157,899,000 SEC
2010   Q4 32,950,785 3.02 Reduce 9.64% 0.27 $4.45–6.05 · VW $5.38i $194,924,000 SEC
2010   Q3 36,466,722 2.78 Add 25.29% 0.56 $3.66–5.15 · VW $4.35i $165,983,000 SEC
2010   Q2 29,104,735 2.29 Reduce 8.53% 0.24 $4.14–6.31 · VW $5.19i $122,823,000 SEC
2010   Q1 31,819,984 2.81 Add 28.68% 0.63 $4.76–6.31 · VW $5.33i $187,994,000 SEC
2009   Q4 24,727,857 2.19 Reduce 7.52% 0.18 $4.76–6.01 · VW $5.32i $136,218,000 SEC
2009   Q3 26,738,063 2.45 Reduce 22.39% 0.50 $2.97–5.83 · VW $4.47i $150,515,000 SEC
2009   Q2 34,452,199 2.25 Reduce 16.33% 0.36 $2.07–3.56 · VW $2.91i $107,744,000 SEC
2009   Q1 41,177,414 2.22 Add 0.37% <0.01 $1.36–2.46 · VW $1.97i $89,678,000 SEC
2008   Q4 41,023,974 1.77 Add 10.50% 0.17 $0.93–5.43 · VW $2.66i $79,142,000 SEC
2008   Q3 37,124,433 3.23 Add 28.67% 0.72 $5.25–7.35 · VW $6.46i $198,072,000 SEC
2008   Q2 28,851,431 3.16 Reduce 3.12% 0.10 $6.89–8.46 · VW $7.74i $204,373,000 SEC
2008   Q1 29,781,251 3.25 Add 5.23% 0.16 $6.87–9.17 · VW $7.97i $210,735,000 SEC
2007   Q4 28,301,167 3.66 Add 1.62% 0.06 $8.39–10.25 · VW $9.11i $257,206,000 SEC
2007   Q3 27,849,023 3.14 Reduce 8.96% 0.30 $8.14–9.14 · VW $8.55i $234,629,000 SEC
2007   Q2 30,590,633 3.30 Add 8.47% 0.26 $8.06–9.16 · VW $8.49i $248,967,000 SEC
2007   Q1 28,203,096 3.33 Add 20.39% 0.56 $8.02–9.25 · VW $8.53i $232,511,000 SEC
2006   Q4 23,425,607 2.96 Add 32.73% 0.73 $8.30–9.99 · VW $8.83i $202,657,000 SEC
2006   Q3 17,649,563 2.63 Buy 2.63 $7.39–9.87 · VW $8.77i $168,116,000 SEC
2006   Q2 0 0.00 Sell 100.00% 1.58 $7.25–9.46 · VW $8.36i SEC
2006   Q1 12,319,745 1.58 Add 106.10% 0.81 $7.26–8.51 · VW $7.91i $96,088,000 SEC
2005   Q4 5,977,539 1.06 Reduce 66.60% 2.83 $6.76–9.76 · VW $7.83i $47,028,000 SEC
2005   Q3 17,897,556 4.25 Buy 4.25 $9.19–10.83 · VW $9.98i $173,311,000 SEC
Price snapshot:
Current price$129.50
Avg. buy price$11.28
+/- since buy1,048.32%
52-week low$47.83
52-week high$166.86