Harry Burn Sound Shore Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Thermo Fisher Scientific
TMO
|
+$144M |
| 2 |
Aon
AON
|
+$141M |
| 3 |
Capital One
COF
|
+$141M |
| 4 |
Bank of America
BAC
|
+$139M |
| 5 |
American International
AIG
|
+$137M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 25.53% |
| 2 | Financials | 24.05% |
| 3 | Technology | 15.12% |
| 4 | Energy | 9.66% |
| 5 | Industrials | 7.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Novartis
NVS
$302B
| $121M | 2.36% |
+1,911,449
| New | +$124M |
|
|
TWX
27
DELISTED
Time Warner Inc
TWX
| $115M | 2.24% |
+2,075,147
| New | +$117M |
|
28
Sanofi
SNY
$110B
| $115M | 2.23% |
+2,225,601
| New | +$119M |
|
29
Lowe's Companies
LOW
$121B
| $111M | 2.15% |
+2,704,861
| New | +$109M |
|
30
Republic Services
RSG
$67.6B
| $110M | 2.14% |
+3,237,496
| New | +$109M |
|
31
Comcast
CMCSA
$95.3B
| $109M | 2.13% |
+5,242,976
| New | +$108M |
|
32
AES
AES
$10.5B
| $109M | 2.13% |
+9,117,414
| New | +$116M |
|
33
Qualcomm
QCOM
$169B
| $109M | 2.12% |
+1,783,390
| New | +$114M |
|
34
Citigroup
C
$221B
| $109M | 2.12% |
+2,268,209
| New | +$109M |
|
35
UnitedHealth
UNH
$350B
| $109M | 2.12% |
+1,661,425
| New | +$103M |
|
36
Southwest Airlines
LUV
$19.8B
| $101M | 1.97% |
+7,838,978
| New | +$107M |
|
37
O-I Glass
OI
$1.1B
| $99.2M | 1.93% |
+3,570,518
| New | +$96.4M |
|
38
Devon Energy
DVN
$54B
| $98.8M | 1.92% |
+1,904,679
| New | +$106M |
|
39
Pfizer
PFE
$160B
| $89.2M | 1.74% |
+3,356,260
| New | +$92.7M |
|
40
Zoetis
ZTS
$32.1B
| $79.2M | 1.54% |
+2,565,399
| New | +$83.1M |
|
|
CIT
41
DELISTED
CIT Group Inc.
CIT
| $43.2M | 0.84% |
+926,815
| New | +$41M |
|
42
Fluor
FLR
$7.01B
| $38.5M | 0.75% |
+649,149
| New | +$39.4M |
|
|
DO
43
DELISTED
Diamond Offshore Drilling
DO
| $1.42M | 0.03% |
+20,600
| New | +$1.42M |
|
44
TJX Companies
TJX
$155B
| $776K | 0.02% |
+31,000
| New | +$765K |
|
45
Philip Morris
PM
$293B
| $619K | 0.01% |
+7,150
| New | +$664K |
|
|
CB
46
DELISTED
CHUBB CORPORATION
CB
| $423K | 0.01% |
+5,000
| New | +$437K |
|
47
Goldman Sachs
GS
$303B
| $408K | 0.01% |
+2,700
| New | +$412K |
|
48
Jabil
JBL
$32.8B
| $408K | 0.01% |
+20,000
| New | +$377K |
|
49
IBM
IBM
$222B
| $391K | 0.01% |
+2,142
| New | +$417K |
|
50
JetBlue
JBLU
$1.85B
| $346K | 0.01% |
+55,000
| New | +$360K |
|
Similar funds
Harry Burn's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Harry Burn, which disclosed 57 positions worth $5.14B. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Thermo Fisher Scientific: 1,729,662 shares worth $146M.
By sector, the portfolio is most concentrated in Healthcare at 26% of assets, followed by Financials and Technology.
- Harry Burn's largest Q2 2013 buy was Thermo Fisher Scientific: 1,729,662 shares worth $146M.
- Harry Burn's ten largest holdings make up 27% of its $5.14B portfolio in Q2 2013.
- Harry Burn disclosed 57 positions in Q2 2013, its first 13F filing on record.
Based on Sound Shore Management's 13F filing for Q2 2013, filed 6 Aug 2013.