According to @StockMKTNewz, Harry Burn, who manages $2.9 billion at Sound Shore, has updated his portfolio at the end of Q1, as reported by Dataroma. The new holdings and changes in allocations reveal a shift toward value-oriented stocks, suggesting a cautious approach amid market volatility (source: Dataroma via @StockMKTNewz, May 7, 2025). For crypto traders, this rebalancing signals a potential risk-off sentiment in traditional markets, which may drive increased capital flows into digital assets as investors seek alternative returns. Monitoring institutional equity positioning like Burn's can help anticipate crypto market liquidity trends and short-term volatility.