Sound Shore Management Inc

Period:: Q1 2026
Portfolio date:: Mar 31, 2026
No. of stocks:: 40
Portfolio value:: $2,984,057,000
Filed:: May 7, 2026
CIK:: 820124

Stock	Issuer	% of Portfolio	Recent Activity	Shares	Price	Value ▼
TEVA hist	Teva Pharmaceutical Industries Ltd. - ADR	3.92	Reduce 10.00%	3,885,683	$30.12	$117.04M
REGN hist	Regeneron Pharmaceuticals, Inc.	3.91	Reduce 14.00%	150,960	$772.64	$116.64M
MRVL hist	Marvell Technology, Inc.	3.81	Add 13.00%	1,148,590	$99.05	$113.77M
BAC hist	Bank of America Corporation	3.37	Add 31.00%	2,065,582	$48.75	$100.70M
BRK.B hist	Berkshire Hathaway Inc. - Class B	3.20	Reduce 5.00%	199,485	$479.20	$95.59M
ZBH hist	Zimmer Biomet Holdings Inc.	3.19	Add 24.00%	1,052,202	$90.42	$95.14M
DIS hist	The Walt Disney Company	3.13	Add 1.00%	970,436	$96.38	$93.53M
C hist	Citigroup Inc.	2.94	Reduce 2.00%	773,599	$113.41	$87.73M
GEHC hist	GE HealthCare Technologies Inc.	2.85	Add 17.00%	1,192,741	$71.18	$84.90M
CSX hist	CSX Corporation	2.75	Reduce 17.00%	2,002,159	$41.05	$82.19M
NXPI hist	NXP Semiconductors NV	2.71	Buy	410,653	$196.86	$80.84M
PFE hist	Pfizer Inc	2.70	Buy	2,870,421	$28.08	$80.60M
PEG hist	Public Service Enterprise Group Incorporated	2.67	Reduce 28.00%	984,658	$80.95	$79.71M
AMZN hist	Amazon.com, Inc.	2.64	Buy	378,875	$208.27	$78.91M
EQT hist	EQT Corporation	2.64	Reduce 19.00%	1,235,565	$63.64	$78.63M
BP hist	BP PLC Sponsored ADR	2.63	Reduce 14.00%	1,671,683	$47.00	$78.57M
GM hist	General Motors Company	2.59	Reduce 3.00%	1,037,362	$74.50	$77.28M
QXO hist	QXO, Inc.	2.56	Reduce 2.00%	3,929,810	$19.42	$76.32M
LUV hist	Southwest Airlines Co.	2.52	Reduce 21.00%	2,001,977	$37.57	$75.21M
CTRA hist	Coterra Energy Inc.	2.51	Reduce 35.00%	2,128,868	$35.14	$74.81M
CHKP hist	Check Point Software Technologies Ltd.	2.48	Add 22.00%	518,529	$142.85	$74.07M
GOOGL hist	Alphabet Inc. - Class A	2.46	Reduce 27.00%	255,671	$287.56	$73.52M
INCY hist	Incyte Corporation	2.42	Reduce 17.00%	767,829	$94.12	$72.27M
VST hist	Vistra Corp.	2.42	Buy	479,762	$150.33	$72.12M
WFC hist	Wells Fargo & Company	2.41	Reduce 2.00%	902,430	$79.61	$71.84M
UPS hist	United Parcel Service, Inc. Cl B	2.40	Buy	728,066	$98.38	$71.63M
MDT hist	Medtronic, PLC	2.40	Buy	825,239	$86.65	$71.51M
BA hist	The Boeing Company	2.37	Buy	355,009	$199.03	$70.66M
ACI hist	Albertsons Companies, Inc.	2.36	Reduce 9.00%	4,134,360	$17.04	$70.45M
ICLR hist	ICON Plc	2.32	Buy	626,958	$110.66	$69.38M
KMI hist	Kinder Morgan, Inc.	2.15	Reduce 44.00%	1,914,405	$33.53	$64.19M
OC hist	Owens Corning	2.15	Buy	592,330	$108.22	$64.10M
OMC hist	Omnicom Group Inc.	2.13	Buy	842,962	$75.31	$63.48M
MHK hist	Mohawk Industries, Inc.	2.12	Reduce 1.00%	642,537	$98.46	$63.26M
FLEX hist	Flex Ltd.	2.03	Reduce 9.00%	924,882	$65.46	$60.54M
SW hist	Smurfit WestRock Public Limited Company	2.02	Buy	1,509,136	$39.85	$60.14M
QCOM hist	QUALCOMM Incorporated	1.83	Reduce 28.00%	424,796	$128.78	$54.70M
KD hist	Kyndryl Holdings, Inc.	1.82	Add 39.00%	4,147,984	$13.12	$54.42M
PKG hist	Packaging Corporation of America	0.39	Buy	54,750	$212.22	$11.62M
CVX hist	Chevron Corporation	0.07	Buy	9,855	$206.90	$2.04M
CRM hist	Salesforce, Inc.	0.00	Sell	0	—	$0
AES hist	The AES Corporation	0.00	Sell	0	—	$0
FIS hist	Fidelity National Information Services	0.00	Sell	0	—	$0
COF hist	Capital One Financial Corp	0.00	Sell	0	—	$0
WTW hist	Willis Towers Watson PLC	0.00	Sell	0	—	$0
AMAT hist	Applied Materials, Inc.	0.00	Sell	0	—	$0
HII hist	Huntington Ingalls Industries	0.00	Sell	0	—	$0
B hist	Barrick Mining Corporation	0.00	Sell	0	—	$0
WBD hist	Warner Bros. Discovery, Inc	0.00	Sell	0	—	$0
NEM hist	Newmont Corporation	0.00	Sell	0	—	$0

Stock

Issuer

% of Portfolio

Recent Activity

Price

Value ▼

TEVA hist

Teva Pharmaceutical Industries Ltd. - ADR

3.92

Reduce 10.00%

3,885,683

$30.12

$117.04M

REGN hist

Regeneron Pharmaceuticals, Inc.

3.91

Reduce 14.00%

150,960

$772.64

$116.64M

MRVL hist

Marvell Technology, Inc.

3.81

Add 13.00%

1,148,590

$99.05

$113.77M

BAC hist

Bank of America Corporation

3.37

Add 31.00%

2,065,582

$48.75

$100.70M

BRK.B hist

Berkshire Hathaway Inc. - Class B

3.20

Reduce 5.00%

199,485

$479.20

$95.59M

ZBH hist

Zimmer Biomet Holdings Inc.

3.19

Add 24.00%

1,052,202

$90.42

$95.14M

DIS hist

The Walt Disney Company

3.13

Add 1.00%

970,436

$96.38

$93.53M

C hist

Citigroup Inc.

2.94

Reduce 2.00%

773,599

$113.41

$87.73M

GEHC hist

GE HealthCare Technologies Inc.

2.85

Add 17.00%

1,192,741

$71.18

$84.90M

CSX hist

CSX Corporation

2.75

Reduce 17.00%

2,002,159

$41.05

$82.19M

NXPI hist

NXP Semiconductors NV

2.71

Buy

410,653

$196.86

$80.84M

PFE hist

Pfizer Inc

2.70

Buy

2,870,421

$28.08

$80.60M

PEG hist

Public Service Enterprise Group Incorporated

2.67

Reduce 28.00%

984,658

$80.95

$79.71M

AMZN hist

Amazon.com, Inc.

2.64

Buy

378,875

$208.27

$78.91M

EQT hist

EQT Corporation

2.64

Reduce 19.00%

1,235,565

$63.64

$78.63M

BP hist

BP PLC Sponsored ADR

2.63

Reduce 14.00%

1,671,683

$47.00

$78.57M

GM hist

General Motors Company

2.59

Reduce 3.00%

1,037,362

$74.50

$77.28M

QXO hist

QXO, Inc.

2.56

Reduce 2.00%

3,929,810

$19.42

$76.32M

LUV hist

Southwest Airlines Co.

2.52

Reduce 21.00%

2,001,977

$37.57

$75.21M

CTRA hist

Coterra Energy Inc.

2.51

Reduce 35.00%

2,128,868

$35.14

$74.81M

CHKP hist

Check Point Software Technologies Ltd.

2.48

Add 22.00%

518,529

$142.85

$74.07M

GOOGL hist

Alphabet Inc. - Class A

2.46

Reduce 27.00%

255,671

$287.56

$73.52M

INCY hist

Incyte Corporation

2.42

Reduce 17.00%

767,829

$94.12

$72.27M

VST hist

Vistra Corp.

2.42

Buy

479,762

$150.33

$72.12M

WFC hist

Wells Fargo & Company

2.41

Reduce 2.00%

902,430

$79.61

$71.84M

UPS hist

United Parcel Service, Inc. Cl B

2.40

Buy

728,066

$98.38

$71.63M

MDT hist

Medtronic, PLC

2.40

Buy

825,239

$86.65

$71.51M

BA hist

The Boeing Company

2.37

Buy

355,009

$199.03

$70.66M

ACI hist

Albertsons Companies, Inc.

2.36

Reduce 9.00%

4,134,360

$17.04

$70.45M

ICLR hist

ICON Plc

2.32

Buy

626,958

$110.66

$69.38M

KMI hist

Kinder Morgan, Inc.

2.15

Reduce 44.00%

1,914,405

$33.53

$64.19M

OC hist

Owens Corning

2.15

Buy

592,330

$108.22

$64.10M

OMC hist

Omnicom Group Inc.

2.13

Buy

842,962

$75.31

$63.48M

MHK hist

Mohawk Industries, Inc.

2.12

Reduce 1.00%

642,537

$98.46

$63.26M

FLEX hist

Flex Ltd.

2.03

Reduce 9.00%

924,882

$65.46

$60.54M

SW hist

Smurfit WestRock Public Limited Company

2.02

Buy

1,509,136

$39.85

$60.14M

QCOM hist

QUALCOMM Incorporated

1.83

Reduce 28.00%

424,796

$128.78

$54.70M

KD hist

Kyndryl Holdings, Inc.

1.82

Add 39.00%

4,147,984

$13.12

$54.42M

PKG hist

Packaging Corporation of America

0.39

Buy

54,750

$212.22

$11.62M

CVX hist

Chevron Corporation

0.07

Buy

9,855

$206.90

$2.04M

CRM hist

Salesforce, Inc.

0.00

Sell

—

AES hist

The AES Corporation

0.00

Sell

—

FIS hist

Fidelity National Information Services

0.00

Sell

—

COF hist

Capital One Financial Corp

0.00

Sell

—

WTW hist

Willis Towers Watson PLC

0.00

Sell

—

AMAT hist

Applied Materials, Inc.

0.00

Sell

—

HII hist

Huntington Ingalls Industries

0.00

Sell

—

B hist

Barrick Mining Corporation

0.00

Sell

—

WBD hist

Warner Bros. Discovery, Inc

0.00

Sell

—

NEM hist

Newmont Corporation

0.00

Sell

—