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Harry Burn Sound Shore Management
AUM
$3.25B
Turnover
29.79%
1-Year Est. Return
28.47%
Harry Burn is a co-founder of Sound Shore Management, a firm focused on large-cap value equities selected through fundamental research. Sound Shore is known for a disciplined valuation process and a relatively compact list of portfolio holdings. The firm is often cited among long-standing institutional value managers with a public-markets track record.
This Fund
S&P 500
This Quarter Est. Return
+10.87%
1 Year Est. Return
+28.47%
3 Year Est. Return
+91.38%
5 Year Est. Return
+105.4%
10 Year Est. Return
+361.33%
AUM
$3.25B
AUM Growth
+$264M
(+8.8%)
Cap. Flow
+$74.4M
Cap. Flow % of AUM
Cap. Flow %
2.29%
Top 10 Holdings %
Top 10 Hldgs %
32.44%
Holding
47
New
7
Increased
15
Reduced
18
Closed
7
Avg Time Held
1.2
years
Top 10 Avg Time Held
0.3
years
Top 20 Avg Time Held
0.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TE Connectivity
TEL
|
+$95.3M |
| 2 |
Elevance Health
ELV
|
+$90.3M |
| 3 |
Oracle
ORCL
|
+$82.4M |
| 4 |
American Airlines Group
AAL
|
+$79.7M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$79.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marvell Technology
MRVL
|
+$114M |
| 2 |
Coterra Energy
CTRA
|
+$74.8M |
| 3 |
Check Point Software Technologies
CHKP
|
+$74.1M |
| 4 |
Albertsons Companies
ACI
|
+$70.4M |
| 5 |
Icon
ICLR
|
+$69.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 23.67% |
| 2 | Industrials | 20.33% |
| 3 | Consumer Discretionary | 12.54% |
| 4 | Financials | 11.64% |
| 5 | Technology | 11.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Regeneron Pharmaceuticals
REGN
$82.2B
| $79.2M | 2.44% |
126,994
-23,966
| -16% | -$16.3M |
2025 Q3
3 quarters
|
|
27
General Motors
GM
$66.6B
| $78.9M | 2.43% |
1,024,187
-13,175
| -1% | -$1.04M |
2022 Q1
17 quarters
|
|
28
Public Service Enterprise Group
PEG
$35.4B
| $78.7M | 2.42% |
969,513
-15,145
| -2% | -$1.21M |
2024 Q2
8 quarters
|
|
29
Mohawk Industries
MHK
$8B
| $77M | 2.37% |
634,336
-8,201
| -1% | -$862K |
2025 Q1
5 quarters
|
|
30
Wells Fargo
WFC
$245B
| $73.6M | 2.27% |
890,946
-11,484
| -1% | -$923K |
2021 Q2
20 quarters
|
|
31
GE HealthCare
GEHC
$31.7B
| $71.6M | 2.21% |
1,119,193
-73,548
| -6% | -$4.83M |
2023 Q1
13 quarters
|
|
32
CSX Corp
CSX
$89.3B
| $70M | 2.15% |
1,472,441
-529,718
| -26% | -$23.9M |
2024 Q4
6 quarters
|
|
33
National Fuel Gas
NFG
$7.56B
| $69.7M | 2.15% |
+902,778
| New | +$74.7M |
2026 Q2
0 quarters
|
|
34
Zimmer Biomet
ZBH
$18.2B
| $68.4M | 2.11% |
794,602
-257,600
| -24% | -$22.6M |
2024 Q4
6 quarters
|
|
35
Genuine Parts
GPC
$17.6B
| $68.4M | 2.1% |
+579,343
| New | +$60.5M |
2026 Q2
0 quarters
|
|
|
36
Oracle
ORCL
$402B
| $66.6M | 2.05% |
+454,708
| New | +$82.4M |
2026 Q2
0 quarters
|
|
37
Medtronic
MDT
$121B
| $65.6M | 2.02% |
838,573
+13,334
| +2% | +$1.08M |
2026 Q1
1 quarter
|
|
38
Kyndryl
KD
$3.05B
| $28.3M | 0.87% |
2,504,350
-1,643,634
| -40% | -$20.5M |
2025 Q3
3 quarters
|
|
39
Packaging Corp of America
PKG
$21.3B
| $14.5M | 0.45% |
61,025
+6,275
| +11% | +$1.38M |
2026 Q1
1 quarter
|
|
40
Chevron
CVX
$441B
| $2.23M | 0.07% |
13,475
+3,620
| +37% | +$674K |
2026 Q1
1 quarter
|
|
|
41
Albertsons Companies
ACI
$6.55B
| – | – |
-4,134,360
| Closed | -$70.4M | – |
|
|
42
Check Point Software Technologies
CHKP
$14.3B
| – | – |
-518,529
| Closed | -$74.1M | – |
|
|
43
DELISTED
Coterra Energy
CTRA
| – | – |
-2,128,868
| Closed | -$74.8M | – |
|
44
Flex
FLEX
$32.4B
| – | – |
-924,882
| Closed | -$60.5M | – |
|
|
45
Icon
ICLR
$13.4B
| – | – |
-626,958
| Closed | -$69.4M | – |
|
46
Kinder Morgan
KMI
$74.6B
| – | – |
-1,914,405
| Closed | -$64.2M | – |
|
|
47
Marvell Technology
MRVL
$219B
| – | – |
-1,148,590
| Closed | -$114M | – |
|
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Harry Burn's Q2 2026 Portfolio in Review
As of Q2 2026, Harry Burn held 47 positions worth $3.25B, up 8.8% from $2.98B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Harry Burn's Q2 2026 filing shows 7 new, 15 increased, 18 reduced and 7 closed positions. Its largest new stake was TE Connectivity: 447,360 shares worth $90.2M. The largest sale was Marvell Technology, an estimated $114M.
By sector, the portfolio is most concentrated in Healthcare at 24% of assets, down from 24% a quarter earlier, followed by Industrials and Consumer Discretionary.
- Harry Burn's largest Q2 2026 buy was TE Connectivity: 447,360 shares worth $90.2M.
- Harry Burn added most to BP in Q2 2026, an estimated $25M increase.
- Harry Burn's biggest Q2 2026 reduction was NXP Semiconductors, cutting an estimated $34.2M.
- Harry Burn fully exited Marvell Technology in Q2 2026, selling an estimated $114M.
- Harry Burn's ten largest holdings make up 32% of its $3.25B portfolio in Q2 2026.
- Harry Burn opened 7 new positions and closed 7 in Q2 2026.
- Harry Burn's portfolio value rose 8.8% quarter-over-quarter to $3.25B.
Based on Sound Shore Management's 13F filing for Q2 2026, filed 12 Aug 2026.