You're signed outSign in or to get full access.
Sound Shore Management Inc. /ct/
Sound Shore Management Inc. is an independent and employee-owned investment adviser founded in 1978 and headquartered in Greenwich, Connecticut. The firm manages over $3 billion in assets and specializes in value-oriented investment strategies for institutional clients and individuals. Sound Shore Management is the advisor to the Sound Shore Fund (SSHFX) and also manages customized separate accounts and commingled vehicles. Its team includes partners and analysts with decades of experience, serving a primarily US-based clientele.
Investment Strategy
Sound Shore Management employs a focused, disciplined, fundamental value equity strategy. The firm executes a team-driven, bottom-up research process that seeks long-term investment opportunities by analyzing individual companies' fundamentals. Their contrarian approach identifies undervalued mid- and large-cap U.S.-listed equities and ADRs. They strive for outperformance over full market cycles while maintaining a rigorous focus on risk management. The investment process is characterized by company-specific research, strict fundamental valuation, and a long-term perspective.
Latest 13F Filing Activity
Sound Shore Management Inc. /ct/ filed their most recent 13F report on Jun 30, 2025 disclosing 36 equity positions with a total 13F market value of $3B. The fund increased holdings in Bank of America Corporation, Warner Bros. Discovery, Inc., Huntington Ingalls Industries among other positions. Sound Shore Management Inc. /ct/ reduced exposure to Eog Resources, Inc., Bristol-myers Squibb Company, CF Industries Holdings, Inc. among others.
Top Holdings
Equity Positions (36)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C C | Citigroup Inc. | 4.08% | $119.6M | 1,405,016 | $70.94 | $85.12 | +$23.2M |
C COF | Capital One Financial Corp | 3.86% | $113.4M | 532,945 | $82.24 | $212.76 | +$5.8M |
C CTRA | Coterra Energy, Inc. | 3.80% | $111.4M | 4,388,365 | $24.10 | $25.38 | -$2.0M |
P PYPL | PayPal Holdings, Inc. | 3.51% | $103.0M | 1,386,566 | $75.96 | $74.32 | +$22.2M |
C CSX | CSX Corporation | 3.46% | $101.4M | 3,106,993 | $31.35 | $32.63 | +$9.8M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | President - Portfolio Manager | Greenwich, CT , United States | |
D David Bilik | Portfolio Manager | Larchmont, NY , United States | |
 | Analyst | Larchmont, NY , United States | |
J James Clark | Partner | Greenwich, CT , United States | |
 | Analyst | New York, NY , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more