SOUND SHORE MANAGEMENT INC

HTTP://WWW.SOUNDSHORE.COM GREENWICH, CT Investment Advisor How do I update this listing?

Sound Shore Management is based out of Greenwich. Sound Shore Management is a large advisory firm with 623 clients and discretionary assets under management (AUM) of $5,104,007,455 (Form ADV from 2019-03-29). Their last reported 13F filing for Q3 2019 included $4,813,079,000 in managed 13F securities and a top 10 holdings concentration of 37.94%. Sound Shore Management's largest holding is Capital One Financial Corp with shares held of 2,328,274. Sound Shore Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 75 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $4.813 Billion
  • Prior Market Value $5.156 Billion
  • New Purchases3 stocks
  • Additional Purchases8 stocks
  • Sold out of4 stocks
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 37.94 %
  • Turnover % [1]:19.44%
  • Turnover Alt % [2]: 16.07 %
  • Time Held Top20:5.70 quarters
  • Time Held Top10:4.30 quarters
  • Time Held All:14.42 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 0.94%
Performance Last 4 Quarters: -0.05%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SOUND SHORE MANAGEMENT INC
Classified as Hedge Fund
8 SOUND SHORE DR., SUITE 180
GREENWICH CT    06830-7242
Country: United States

Business Phone: 203-629-1980
Fax: 203-629-3680
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: DE
Number of employees: 18
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 49,531,000
Total Number of Clients: 623
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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SOUND SHORE MANAGEMENT INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
BURN, HARRY CO-CHAIRMAN/DIRECTOR 05/01/1978 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC CO-CHAIRMAN/DIRECTOR direct 1978-05-01
SOUND SHORE MANAGEMENT INC CHAIRMAN/DIRECTOR direct 1978-05-01 2013-03-26
KANE, THEODORE, GIBBS CO-CHAIRMAN/DIRECTOR 09/01/1977 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC CO-CHAIRMAN/DIRECTOR direct 1977-09-01
SOUND SHORE MANAGEMENT INC PRESIDENT/DIRECTOR direct 1977-09-01 2013-03-26
SULLIVAN, SHANNA, STINCHFIELD V.P.,TREAS.,SEC./DIRECTOR 12/01/1979 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC V.P.,TREAS.,SEC./DIRECTOR direct 1979-12-01
SOUND SHORE MANAGEMENT INC V.P.,TREAS.,SEC./DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1979-12-01 2006-12-15
HAIMS, LOWELL, ERIK CHIEF COMPLIANCE OFFICER 06/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2007-06-01
DEGULIS, JOHN, PATRICK PRESIDENT 10/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC PORTFOLIO MANAGER direct 2003-10-01
SOUND SHORE MANAGEMENT INC PRESIDENT direct 2003-10-01
CLARK, JAMES, FREDERIC ANALYST 06/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC ANALYST direct 2004-06-01
BILIK, DAVID, BERNARD ANALYST 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC ANALYST direct 2015-12-01
EVANS, PETER, BRADFORD ANALYST 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC ANALYST direct 2016-12-01
STEINMETZ, JONATHAN, LEONARD ANALYST 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC ANALYST direct 2017-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOUND SHORE COMMINGLED FUND, LLC United States 805-5283293398 Other Private Fund MID TO LARGE CAP VALUE 41,847,213 1,000,000
SOUND SHORE GLOBAL FUND, LLC United States 805-9990751063 Other Private Fund MID TO LARGE CAP VALUE 7,683,757 1,000,000

SOUND SHORE MANAGEMENT INC

ownership team - last updated 2017-06-25
Name Title Start Date Direct/Indirect % Ownership
BURN, HARRY CO-CHAIRMAN/DIRECTOR 05/01/1978 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC CO-CHAIRMAN/DIRECTOR direct 1978-05-01
SOUND SHORE MANAGEMENT INC CHAIRMAN/DIRECTOR direct 1978-05-01 2013-03-26
KANE, THEODORE, GIBBS CO-CHAIRMAN/DIRECTOR 09/01/1977 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC CO-CHAIRMAN/DIRECTOR direct 1977-09-01
SOUND SHORE MANAGEMENT INC PRESIDENT/DIRECTOR direct 1977-09-01 2013-03-26
SULLIVAN, SHANNA, STINCHFIELD V.P.,TREAS.,SEC./DIRECTOR 12/01/1979 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC V.P.,TREAS.,SEC./DIRECTOR direct 1979-12-01
SOUND SHORE MANAGEMENT INC V.P.,TREAS.,SEC./DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1979-12-01 2006-12-15
HAIMS, LOWELL, ERIK CHIEF COMPLIANCE OFFICER 06/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2007-06-01
DEGULIS, JOHN, PATRICK PRESIDENT 10/01/2003 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC PORTFOLIO MANAGER direct 2003-10-01
SOUND SHORE MANAGEMENT INC PRESIDENT direct 2003-10-01
CLARK, JAMES, FREDERIC ANALYST 06/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC ANALYST direct 2004-06-01
BILIK, DAVID, BERNARD ANALYST 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC ANALYST direct 2015-12-01
EVANS, PETER, BRADFORD ANALYST 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUND SHORE MANAGEMENT INC ANALYST direct 2016-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOUND SHORE COMMINGLED FUND, LLC United States 805-5283293398 Other Private Fund MID TO LARGE CAP VALUE 51,822,840 1,000,000
SOUND SHORE GLOBAL FUND, LLC United States 805-9990751063 Other Private Fund MID TO LARGE CAP VALUE 5,853,608 1,000,000

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