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 |
Salesforce
CRM
|
+$94.1M |
| 2 |
QXO
QXO Inc
QXO
|
+$76.7M |
| 3 |
BP
BP
|
+$68.6M |
| 4 |
Public Service Enterprise Group
PEG
|
+$44.4M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
+$41.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
HOLX
Hologic
HOLX
|
+$90.3M |
| 2 |
Perrigo
PRGO
|
+$81.3M |
| 3 |
Warner Bros
WBD
|
+$78.3M |
| 4 |
International Paper
IP
|
+$72M |
| 5 |
PayPal
PYPL
|
+$71.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.34% |
| 2 | Financials | 16.97% |
| 3 | Healthcare | 16.61% |
| 4 | Industrials | 10.75% |
| 5 | Energy | 10.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Albertsons Companies
ACI
$6.01B
| $77.8M | 2.48% |
4,533,158
-369,021
| -8% | -$6.58M |
|
|
QXO
27
QXO Inc
QXO
$14.3B
| $77.2M | 2.46% |
+4,002,028
| New | +$76.7M |
|
28
Zimmer Biomet
ZBH
$19.3B
| $76.5M | 2.43% |
850,757
-45,527
| -5% | -$4.32M |
|
29
Willis Towers Watson
WTW
$31.8B
| $74.3M | 2.36% |
226,119
-21,432
| -9% | -$7.02M |
|
30
Applied Materials
AMAT
$391B
| $72.1M | 2.29% |
280,589
-118,650
| -30% | -$28.4M |
|
31
Mohawk Industries
MHK
$9.23B
| $71.1M | 2.26% |
650,447
-10,719
| -2% | -$1.23M |
|
32
Huntington Ingalls Industries
HII
$11.8B
| $69.5M | 2.21% |
204,283
-82,747
| -29% | -$25.7M |
|
|
33
BP
BP
$115B
| $67.9M | 2.16% |
+1,954,785
| New | +$68.6M |
|
34
Flex
FLEX
$40.8B
| $61.5M | 1.96% |
1,018,314
-153,314
| -13% | -$9.47M |
|
|
B
35
Barrick Mining
B
$78.3B
| $50.3M | 1.6% |
1,155,678
-8,402
| -0.7% | -$315K |
|
|
36
Warner Bros
WBD
$71.6B
| $28.5M | 0.91% |
990,615
-3,350,243
| -77% | -$78.3M |
|
37
Newmont
NEM
$139B
| $8.85M | 0.28% |
88,665
| – | – |
|
|
HOLX
38
DELISTED
Hologic
HOLX
| – | – |
-1,337,653
| Closed | -$90.3M |
|
|
39
International Paper
IP
$22B
| – | – |
-1,551,437
| Closed | -$72M |
|
|
40
Perrigo
PRGO
$1.98B
| – | – |
-3,650,998
| Closed | -$81.3M |
|
|
41
PayPal
PYPL
$52.7B
| – | – |
-1,069,187
| Closed | -$71.7M |
|
Similar funds
Harry Burn's Q4 2025 Portfolio in Review
As of Q4 2025, Harry Burn held 41 positions worth $3.14B, up 3.9% from $3.03B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Harry Burn withdrew a net $149M in Q4 2025, closing 4 positions and reducing 20 holdings. Its most notable exit was Hologic, an estimated $90.3M position sold in full.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.
Against the trend, Harry Burn opened a new position in Salesforce worth $100M.
- Harry Burn's largest Q4 2025 buy was Salesforce: 378,539 shares worth $100M.
- Harry Burn added most to Public Service Enterprise Group in Q4 2025, an estimated $44.4M increase.
- Harry Burn's biggest Q4 2025 reduction was Warner Bros, cutting an estimated $78.3M.
- Harry Burn fully exited Hologic in Q4 2025, selling an estimated $90.3M.
- Harry Burn's ten largest holdings make up 35% of its $3.14B portfolio in Q4 2025.
- Harry Burn opened 3 new positions and closed 4 in Q4 2025.
- Harry Burn's portfolio value rose 3.9% quarter-over-quarter to $3.14B.
Based on Sound Shore Management's 13F filing for Q4 2025, filed 10 Feb 2026.