13F filing recap · Q3 2025
What did Sound Shore Management buy in Q3 2025?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Sound Shore account, including accounts that belong to no fund below.
Stock value
$3.03B
Positions
38
Estimated turnover
39.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Sound Shore Management opened new positions in Qualcomm, Check Point Software Technologies, Marvell Technology, Regeneron Pharmaceuticals, and Kyndryl Holdings. It exited Baxter International, Kroger, and Match Group entirely. The firm substantially increased its stakes in Berkshire Hathaway and Albertsons Companies, while significantly reducing Warner Bros. Discovery, Barrick Mining, and Newmont Corporation. It also trimmed Citigroup, Capital One Financial, Bank of America, CSX, Alphabet, Wells Fargo, AES, Incyte, PayPal, Public Service Enterprise Group, and Flex.