SSS
Shanna S. Sullivan Portfolio
Invests via SOUND SHORE MANAGEMENT Inc. /CT/ | Managed by Harry Burn III, John P. DeGulis
Invests via SOUND SHORE MANAGEMENT Inc. /CT/
Managed by Harry Burn III, John P. DeGulis
Automatically Tracked
Shanna S. Sullivan Profile
With a strong background in corporate strategy, Shanna S. Sullivan has established herself as a key player in the technology sector, leading initiatives that enhance operational efficiencies and market outreach. Her extensive experience includes roles at prominent firms where she executed transformative projects and drove growth through innovative solutions. Having advised multiple high-growth companies, she possesses deep insight into navigating complex business environments. Recognized for her leadership capabilities and strategic foresight, Shanna plays an influential role in fostering partnerships that leverage emerging trends within tech ecosystems.
With a strong background in corporate strategy, Shanna S. Sullivan has established herself as a key player in the technology sector, leading initiatives that enhance operational efficiencies and market outreach. Her extensive experience includes roles at prominent firms where she executed transformative projects and drove growth through innovative solutions. Having advised multiple high-growth companies, she possesses deep insight into navigating complex business environments. Recognized for her leadership capabilities and strategic foresight, Shanna plays an influential role in fostering partnerships that leverage emerging trends within tech ecosystems.
Investment Philosophy & Strategy
Identifying strategic growth opportunities within the technology landscape forms a cornerstone of investment decision-making. Shanna S. Sullivan harnesses her substantial corporate strategy experience to explore high-impact initiatives that can significantly enhance value creation. Her focus on innovative solutions reflects a keen understanding of market dynamics and operational scalability, driving efficiency in execution. By fostering relationships with key players across sectors, she aims to capitalize on disruptive trends and navigate competitive landscapes effectively. This multifaceted approach positions her investments for sustainable long-term success.
Identifying strategic growth opportunities within the technology landscape forms a cornerstone of investment decision-making. Shanna S. Sullivan harnesses her substantial corporate strategy experience to explore high-impact initiatives that can significantly enhance value creation. Her focus on innovative solutions reflects a keen understanding of market dynamics and operational scalability, driving efficiency in execution. By fostering relationships with key players across sectors, she aims to capitalize on disruptive trends and navigate competitive landscapes effectively. This multifaceted approach positions her investments for sustainable long-term success.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
142.04%
Gain -10.48%
Monthly
1.25%
Yearly
16.06%
Drawdown
34.13%
$14.03B
Equity
Holdings
$14.03B
Investment
$6.79B
$18.26B
Profit -$596.56M
Realized
$11.02B
Unrealized
$7.25B
Dividends
$3.5B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-10.48%
Profit
-$596.56M
Win %
76%
This Week
Compared To Last Week
Gain
-3.26%
Profit
-$466.99M
Win %
76%
This Month
Compared to last month
Gain
-3.06%
Profit
-$437.39M
Win %
76%
This Year
Compared to last year
Gain
0.04%
Profit
$349.28M
Win %
78%
ORCL Oracle Corporation
+2.87%
+$1.83M 
INCY Incyte Corporation
+2.5%
+$2.31M 
SW Smurfit WestRock PLC
+2.49%
+$2M 
FNMA Fannie Mae
+1.78%
+$221,085 
TMO Thermo Fisher Scientific Inc.
+1.75%
+$1.86M 
DIS The Walt Disney Company
+1.59%
+$1.64M 
MBI MBIA Inc.
+1.22%
+$132,297 
TEL TE Connectivity plc
+1.05%
+$943,929.6 
BRK-B Berkshire Hathaway Inc.
+1.02%
+$1.07M 
BC Brunswick Corporation
+1%
+$1.84M 
MGA Magna International Inc.
+0.99%
+$5.46M 
REGN Regeneron Pharmaceuticals, Inc.
+0.66%
+$647,670.67 
PKG Packaging Corporation of America
+0.55%
+$77,501.14 
GPC Genuine Parts Company
+0.49%
+$373,679.42 
MRK Merck & Co., Inc.
+0.43%
+$9,432.15 
TJX The TJX Companies, Inc.
+0.3%
+$88,800 
GOOGL Alphabet Inc
+0.12%
+$97,761.72 
MHK Mohawk Industries, Inc.
+0.12%
+$95,150.4 
GEHC GE HealthCare Technologies Inc.
+0.1%
+$72,747.54 
VST Vistra Corp
+0.02%
+$17,321.55 
IGT International Game Technology PLC
0%
$0 ASD
ASD
0%
$0 5612
561232109
0%
$0 ONE
ONE
0%
$0 8959
895953107
0%
$0 0019
001957109
0%
$0 3373
337358105
0%
$0 7607
760719104
0%
$0 5956
59562V107
0%
$0 UST
UST
0%
$0 ABKF
ABKFQ
0%
$0 BMC
BMC
0%
$0 2271
227111101
0%
$0 ENRN
ENRNQ
0%
$0 9470
947074100
0%
$0 1773
177342201
0%
$0 8592
859205106
0%
$0 4861
486168107
0%
$0 DCNA
DCNAQ
0%
$0 8828
882848104
0%
$0 6040
604059105
0%
$0 1566
156686107
0%
$0 PLFE
PLFE
0%
$0 PMTC
PMTC
0%
$0 7181
718154107
0%
$0 3453
345370100
0%
$0 
EQT EQT Corporation
-4.42%
-$3.68M 
IBM International Business Machines Corporation
-3.31%
-$10.49M 
AN AutoNation Inc.
-3.2%
-$68.58M 
NXPI NXP Semiconductors N.V.
-2.75%
-$1.79M 
UPS United Parcel Service, Inc.
-2.69%
-$2.2M 
BP BP p.l.c. Sponsored ADR
-2.64%
-$2.78M 
CVX Chevron Corporation
-2.47%
-$72,428.12 
BA Boeing Company
-2.43%
-$2.07M 
PII Polaris Inc.
-2.26%
-$5.67M 
BAC Bank of America Corporation
-2.17%
-$2.63M 
WFC Wells Fargo & Company
-1.99%
-$1.59M 
BCE BCE Inc.
-1.57%
-$2,635.2 
NFG National Fuel Gas Company
-1.54%
-$1.13M 
C Citigroup Inc.
-1.48%
-$1.28M 
TDS Telephone and Data Systems, Inc.
-1.41%
-$1.04M 
LUV Southwest Airlines Co.
-1.35%
-$6.52M 
CSX CSX Corporation
-1.16%
-$831,929.17 
DAL Delta Air Lines, Inc.
-1.09%
-$758,520 
KMB Kimberly-Clark Corporation
-1.02%
-$2.5M 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.87%
-$1.29M 
QCOM QUALCOMM Incorporated
-0.79%
-$813,500.82 
GM General Motors Company
-0.77%
-$675,963.42 
KD Kyndryl Holdings Inc.
-0.72%
-$237,913.25 
TXN Texas Instruments Inc
-0.66%
-$9.58M 
L Loews Corporation
-0.59%
-$5.92M 
ZBH Zimmer Biomet Holdings, Inc.
-0.5%
-$389,354.98 
ELV Elevance Health, Inc.
-0.46%
-$467,430.27 
AMZN Amazon.com Inc
-0.43%
-$371,144.16 
ALL Allstate Corporation
-0.32%
-$2.85M 
OMC Omnicom Group Inc.
-0.31%
-$282,402.5 
HAS Hasbro Inc.
-0.3%
-$1.25M 
PFE Pfizer Inc.
-0.27%
-$286,508.78 
MDT Medtronic plc
-0.27%
-$209,643.25 
QXO Qxo Inc.
-0.22%
-$129,960.02 
BWA BorgWarner Inc.
-0.14%
-$975,487.74 
PEG Public Service Enterprise Group Incorporated
-0.09%
-$63,018.35 
AAL American Airlines Group Inc.
-0.08%
-$59,528.46 
OC Owens Corning
-0.04%
-$29,231.45 Events
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Dividends
Dividend Analysis
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| Trades 4472 | Longs Won 2900/4472 64% | Profit Factor 3.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $33.01M |
| Average Win $8.97M | Best Trade (Sep 04) $1.32B | Sharpe Ratio -27.96 |
| Average Loss -$4.81M | Worst Trade (Aug 13) -$110.17M | Z-Score -8.67 (100%) |
| Commissions $0 | Avg. Trade Length 2y 7m 2w 2d | Expectancy $4.08M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,915 | 2,624 | 2,332 | 2,041 | 1,749 | 1,458 | 1,166 | 875 | 583 | 292 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 1.61M | $60.85M | $47.25M | - | -$13.6M | -22.35% | 0.0 |
| 1566 156686107 | 1.16M | $81.16M | $81.16M | - | - | - | 0.0 |
| 1773 177342201 | 11M | $124.47M | $189.8M | - | $65.33M | 52.49% | 0.0 |
| 2271 227111101 | 4.63M | $72.92M | $72.92M | - | - | - | 0.0 |
| 3373 337358105 | 2.52M | $134.63M | $134.63M | - | - | - | 0.0 |
| 3453 345370100 | 1.95M | $98.19M | $89.76M | - | -$8.43M | -8.58% | 0.0 |
| 4861 486168107 | 3.7M | $76.29M | $124.6M | - | $48.31M | 63.33% | 0.0 |
| 5612 561232109 | 4.25M | $126.41M | $122.18M | - | -$4.23M | -3.34% | 0.0 |
| 5956 59562V107 | 4.82M | $141.71M | $162.22M | - | $20.5M | 14.47% | 0.0 |
| 6040 604059105 | 924,600 | $88.21M | $96.07M | - | $7.85M | 8.9% | 0.0 |
| 7181 718154107 | 38,100 | $1.3M | $1.54M | - | $241,850.75 | 18.56% | 0.0 |
| 7607 760719104 | 6,150 | $378,000 | $443,000 | - | $65,000 | 17.2% | 0.0 |
| 8592 859205106 | 2.12M | $65.22M | $65.22M | - | - | - | 0.0 |
| 8828 882848104 | 3.24M | $125.5M | $115.1M | - | -$10.4M | -8.29% | 0.0 |
| 8959 895953107 | 1.72M | $70.4M | $70.4M | - | - | - | 0.0 |
| 9470 947074100 | 2.93M | $102.06M | $139.39M | - | $37.33M | 36.57% | 0.0 |
| AAL American Airlines Group Inc. | 5.95M | $107.57M | $75.96M | - | -$31.61M | -29.39% | -0.078% |
| ABKF ABKFQ | 1.18M | $86.47M | $105.26M | - | $18.8M | 21.74% | 0.0 |
| ALL Allstate Corporation | 3.48M | $110.08M | $891.85M | - | $781.78M | 710.2% | -0.319% |
| AMZN Amazon.com Inc | 350,136 | $72.92M | $86.61M | - | $13.69M | 18.77% | -0.427% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Shanna S. Sullivan?
The largest contributions to the portfolio's profits come from the following stocks: TWX - $2.53B, Texas Instruments Inc - $554.75M, Thermo Fisher Scientific Inc - $393.56M, Applied Materials, Inc - $386.82M, and Microsoft Corp - $342.92M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Boston Scientific Corporation - $166.32M, The Goodyear Tire & Rubber Company - $117.47M, Credit Suisse Group AG - $116.34M, Antero Resources Corporation - $114.93M, and The Interpublic Group of Companies, Inc - $113.58M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shanna S. Sullivan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.5B earned over time. The largest contributors to dividend income include Texas Instruments Inc - $308.56M, General Electric Company - $218.57M, Hasbro Inc - $188.44M, Magna International Inc - $177.11M, and Allstate Corporation - $168.9M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shanna S. Sullivan's monthly returns?
Shanna S. Sullivan's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Shanna S. Sullivan's strategy be considered aggressive or moderate?
Shanna S. Sullivan's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Shanna S. Sullivan's strategy?
Shanna S. Sullivan's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
