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 |
Bank of America
BAC
|
+$88.4M |
| 2 |
Warner Bros
WBD
|
+$79.7M |
| 3 |
Huntington Ingalls Industries
HII
|
+$74.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$71.2M |
| 5 |
International Paper
IP
|
+$69.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
EOG Resources
EOG
|
+$92.9M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$86.9M |
| 3 |
CF Industries
CF
|
+$78.8M |
| 4 |
Organon & Co
OGN
|
+$74.1M |
| 5 |
Avantor
AVTR
|
+$67.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 22.41% |
| 2 | Healthcare | 20% |
| 3 | Communication Services | 10.86% |
| 4 | Industrials | 9.34% |
| 5 | Energy | 8.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mohawk Industries
MHK
$9.23B
| $71.7M | 2.44% |
684,077
+148,440
| +28% | +$15.5M |
|
|
27
International Paper
IP
$22B
| $69.2M | 2.36% |
+1,477,858
| New | +$69.9M |
|
28
EQT Corp
EQT
$33.6B
| $67.5M | 2.3% |
+1,158,073
| New | +$62.5M |
|
29
Applied Materials
AMAT
$391B
| $66.7M | 2.27% |
+364,517
| New | +$57.8M |
|
30
Albertsons Companies
ACI
$6.01B
| $65.5M | 2.23% |
+3,046,497
| New | +$66.3M |
|
|
B
31
Barrick Mining
B
$78.3B
| $64.1M | 2.19% |
3,080,752
-772,100
| -20% | -$15.1M |
|
32
Kroger
KR
$35.5B
| $63.7M | 2.17% |
888,544
-308,574
| -26% | -$21.3M |
|
33
GE HealthCare
GEHC
$33.8B
| $63.4M | 2.16% |
855,694
+74,497
| +10% | +$5.19M |
|
34
Match Group
MTCH
$9.38B
| $62.2M | 2.12% |
2,012,336
-1,787
| -0.1% | -$53.4K |
|
35
Berkshire Hathaway Class B
BRK.B
$1.06T
| $57M | 1.94% |
117,348
-24,774
| -17% | -$12.6M |
|
36
Newmont
NEM
$139B
| $15.3M | 0.52% |
261,910
-26,195
| -9% | -$1.4M |
|
|
37
Avantor
AVTR
$9.78B
| – | – |
-4,172,352
| Closed | -$67.6M |
|
|
38
Bristol-Myers Squibb
BMY
$137B
| – | – |
-1,425,166
| Closed | -$86.9M |
|
|
39
CF Industries
CF
$19.6B
| – | – |
-1,008,292
| Closed | -$78.8M |
|
40
Check Point Software Technologies
CHKP
$13.3B
| – | – |
-270,886
| Closed | -$61.7M |
|
|
41
EOG Resources
EOG
$80.3B
| – | – |
-724,357
| Closed | -$92.9M |
|
42
Lennar Class A
LEN
$21B
| – | – |
-466,752
| Closed | -$53.6M |
|
43
NXP Semiconductors
NXPI
$56.9B
| – | – |
-301,379
| Closed | -$57.3M |
|
|
44
Organon & Co
OGN
$3.61B
| – | – |
-4,977,078
| Closed | -$74.1M |
|
45
PVH
PVH
$3.62B
| – | – |
-877,907
| Closed | -$56.7M |
|
Similar funds
Harry Burn's Q2 2025 Portfolio in Review
As of Q2 2025, Harry Burn held 45 positions worth $2.93B, up 2.8% from $2.85B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Harry Burn's Q2 2025 filing shows 8 new, 14 increased, 14 reduced and 9 closed positions. Its largest new stake was Bank of America: 2,100,071 shares worth $99.4M. The largest sale was EOG Resources, an estimated $92.9M.
By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 19% a quarter earlier, followed by Healthcare and Communication Services.
- Harry Burn's largest Q2 2025 buy was Bank of America: 2,100,071 shares worth $99.4M.
- Harry Burn added most to General Motors in Q2 2025, an estimated $26.7M increase.
- Harry Burn's biggest Q2 2025 reduction was Walt Disney, cutting an estimated $28.3M.
- Harry Burn fully exited EOG Resources in Q2 2025, selling an estimated $92.9M.
- Harry Burn's ten largest holdings make up 35% of its $2.93B portfolio in Q2 2025.
- Harry Burn opened 8 new positions and closed 9 in Q2 2025.
- Harry Burn's portfolio value rose 2.8% quarter-over-quarter to $2.93B.
Based on Sound Shore Management's 13F filing for Q2 2025, filed 6 Aug 2025.