SOUND SHORE MANAGEMENT INC /CT/
SEC Form 13F institutional filer · CIK 0000820124
13F-HR · 30 reported holdings · 2026-03-31
Investment management firm.
Reported long-US-equity value
$2.24B
Top-10 concentration
42.4%
SOUND SHORE MANAGEMENT INC /CT/ — $2.24B AUM allocation strategy
SOUND SHORE MANAGEMENT INC /CT/ files SEC Form 13F and reports $2.24B of long US equity value across 30 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 20.1%, followed by Financials 15.9% and Information Technology 8.7%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SOUND SHORE MANAGEMENT INC /CT/ — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.24B
total across 30 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BAC +488K sh · +$13.9M+$ZBH +201K sh · +$18.6M+$GEHC +175K sh · +$1.41M
Biggest trims (shares)
−$KMI −1.48M sh · −$29M−$LUV −519K sh · −$29M−$CSX −400K sh · −$4.88M
Exited to nil (held last quarter, gone now)
$CRM ($100M last qtr)$AES ($98.9M last qtr)$FIS ($92M last qtr)$COF ($88.6M last qtr)$WTW ($74.3M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks11.6%—
- Semiconductors8.7%—
- Biotechnology8.4%—
- Health Care Equipment8.0%—
- Electric Utilities6.8%—
- Multi-Sector Holdings4.3%—
- Movies & Entertainment4.2%—
- Rail Transportation3.7%—
- Other holdings44.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $REGN | Regeneron Pharmaceuticals Inc | 151K | $117M | -24.9K | 5.2% |
| $MRVL | Marvell Technology Inc | 1.15M | $114M | +134K | 5.1% |
| $BAC | Bank of America Corporation | 2.07M | $101M | +488K | 4.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 199K | $95.6M | -10.7K | 4.3% |
| $ZBH | Zimmer Biomet Holdings Inc | 1.05M | $95.1M | +201K | 4.2% |
| $DIS | Walt Disney Company | 970K | $93.5M | +11.7K | 4.2% |
| $C | Citigroup Inc | 774K | $87.7M | -15.4K | 3.9% |
| $GEHC | GE HealthCare Technologies Inc | 1.19M | $84.9M | +175K | 3.8% |
| $CSX | CSX Corporation | 2M | $82.2M | -400K | 3.7% |
| $NXPI | NXP Semiconductors N.V | 411K | $80.8M | — | 3.6% |
…and 20 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.