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Harry Burn Sound Shore Management

AUM $3.25B
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
+2.26%
1 Year Est. Return
+28.47%
3 Year Est. Return
+91.38%
5 Year Est. Return
+105.4%
10 Year Est. Return
+14,034.45%
AUM
$3.03B
AUM Growth
-$45.7M
Cap. Flow
-$93.7M
Cap. Flow %
-3.09%
Top 10 Hldgs %
32.9%
Holding
49
New
9
Increased
10
Reduced
21
Closed
9

Top Buys

Rank Stock Value
1
BAX icon
Baxter International
BAX
+$83.6M
2
ZBH icon
Zimmer Biomet
ZBH
+$82.7M
3
C icon
Citigroup
C
+$82.7M
4
LUV icon
Southwest Airlines
LUV
+$80.9M
5
AES icon
AES
AES
+$80.2M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$79.5M
2
ORCL icon
Oracle
ORCL
+$72.3M
3
CVS icon
CVS Health
CVS
+$71.7M
4
KHC icon
Kraft Heinz
KHC
+$68M
5
CNC icon
Centene
CNC
+$63M

Sector Composition

Rank Sector Weight
1 Healthcare 26.14%
2 Financials 19.07%
3 Technology 10.72%
4 Energy 9.65%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRGO icon
26
Perrigo
PRGO
$1.98B
$68.6M 2.27%
2,668,780
+9,868
+0.4% +$259K
FLEX icon
27
Flex
FLEX
$40.8B
$68.6M 2.26%
1,786,322
-531,476
-23% -$19.7M
FDX icon
28
FedEx
FDX
$76.9B
$67.9M 2.24%
241,475
+27,444
+13% +$7.66M
CSX icon
29
CSX Corp
CSX
$95.6B
$67.8M 2.24%
+2,101,785
New +$72.1M
VST icon
30
Vistra
VST
$45.7B
$66.4M 2.19%
481,772
-303,328
-39% -$42.1M
BKR icon
31
Baker Hughes
BKR
$61.9B
$64.8M 2.14%
1,578,824
-379,002
-19% -$15.3M
KMI icon
32
Kinder Morgan
KMI
$69B
$63.9M 2.11%
2,333,623
-1,270,503
-35% -$33.1M
EOG icon
33
EOG Resources
EOG
$80.3B
$62.9M 2.08%
+512,884
New +$65.5M
GEHC icon
34
GE HealthCare
GEHC
$33.8B
$60.6M 2%
775,341
+19,208
+3% +$1.63M
B
35
Barrick Mining
B
$78.3B
$59.4M 1.96%
3,832,754
-521,090
-12% -$9.48M
GM icon
36
General Motors
GM
$77.2B
$57.6M 1.9%
1,081,595
-1,059,744
-49% -$55.5M
LEN icon
37
Lennar Class A
LEN
$21B
$54M 1.78%
409,367
+44,367
+12% +$7.21M
PEG icon
38
Public Service Enterprise Group
PEG
$36.2B
$46.2M 1.53%
546,972
-285,026
-34% -$25.2M
MTCH icon
39
Match Group
MTCH
$9.38B
$40M 1.32%
+1,221,715
New +$41.9M
NEM icon
40
Newmont
NEM
$139B
$9.94M 0.33%
266,940
+99,910
+60% +$4.55M
CAH icon
41
Cardinal Health
CAH
$53.4B
– –
-553,413
Closed -$61.2M
CNC icon
42
Centene
CNC
$32.1B
– –
-836,674
Closed -$63M
CVS icon
43
CVS Health
CVS
$119B
– –
-1,140,812
Closed -$71.7M
ELV icon
44
Elevance Health
ELV
$86.9B
– –
-119,497
Closed -$62.1M
HII icon
45
Huntington Ingalls Industries
HII
$11.8B
– –
-234,904
Closed -$62.1M
KHC icon
46
Kraft Heinz
KHC
$30.3B
– –
-1,937,267
Closed -$68M
MRK icon
47
Merck
MRK
$376B
– –
-547,423
Closed -$62.2M
ORCL icon
48
Oracle
ORCL
$422B
– –
-424,316
Closed -$72.3M
PFE icon
49
Pfizer
PFE
$160B
– –
-2,748,790
Closed -$79.5M
1
2

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SCM
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FFN
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TMAM
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MTIM
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Harry Burn's Q4 2024 Portfolio in Review

As of Q4 2024, Harry Burn held 49 positions worth $3.03B, down 1.5% from $3.07B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Harry Burn withdrew a net $93.7M in Q4 2024, closing 9 positions and reducing 21 holdings. Its most notable exit was Pfizer, an estimated $79.5M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 26% of assets, down from 31% a quarter earlier, followed by Financials and Technology.

Against the trend, Harry Burn opened a new position in Baxter International worth $72.5M.

  • Harry Burn's largest Q4 2024 buy was Baxter International: 2,484,581 shares worth $72.5M.
  • Harry Burn added most to Incyte in Q4 2024, an estimated $42.4M increase.
  • Harry Burn's biggest Q4 2024 reduction was General Motors, cutting an estimated $55.5M.
  • Harry Burn fully exited Pfizer in Q4 2024, selling an estimated $79.5M.
  • Harry Burn's ten largest holdings make up 33% of its $3.03B portfolio in Q4 2024.
  • Harry Burn opened 9 new positions and closed 9 in Q4 2024.
  • Harry Burn's portfolio value fell 1.5% quarter-over-quarter to $3.03B.

Based on Sound Shore Management's 13F filing for Q4 2024, filed 11 Feb 2025.