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HB

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
-2.74%
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
$2.98B
AUM Growth
-$159M
Cap. Flow
-$16.8M
Cap. Flow %
-0.56%
Top 10 Hldgs %
33.08%
Holding
50
New
13
Increased
7
Reduced
20
Closed
10

Top Buys

Rank Stock Value
1
NXPI icon
NXP Semiconductors
NXPI
+$91M
2
ICLR icon
Icon
ICLR
+$85.6M
3
AMZN icon
Amazon
AMZN
+$83.4M
4
BA icon
Boeing
BA
+$80.8M
5
MDT icon
Medtronic
MDT
+$79.1M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$100M
2
AES icon
AES
AES
+$98.9M
3
FIS icon
Fidelity National Information Services
FIS
+$92M
4
COF icon
Capital One
COF
+$88.6M
5
WTW icon
Willis Towers Watson
WTW
+$74.3M

Sector Composition

Rank Sector Weight
1 Healthcare 23.71%
2 Industrials 14.75%
3 Technology 14.69%
4 Financials 11.93%
5 Energy 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPS icon
26
United Parcel Service
UPS
$86.8B
$71.6M 2.4%
+728,066
New +$78.1M
MDT icon
27
Medtronic
MDT
$119B
$71.5M 2.4%
+825,239
New +$79.1M
BA icon
28
Boeing
BA
$169B
$70.7M 2.37%
+355,009
New +$80.8M
ACI icon
29
Albertsons Companies
ACI
$6.01B
$70.4M 2.36%
4,134,360
-398,798
-9% -$6.92M
ICLR icon
30
Icon
ICLR
$13.3B
$69.4M 2.33%
+626,958
New +$85.6M
KMI icon
31
Kinder Morgan
KMI
$69B
$64.2M 2.15%
1,914,405
-1,476,798
-44% -$46.1M
OC icon
32
Owens Corning
OC
$11.7B
$64.1M 2.15%
+592,330
New +$70.6M
OMC icon
33
Omnicom Group
OMC
$24B
$63.5M 2.13%
+842,962
New +$65.4M
MHK icon
34
Mohawk Industries
MHK
$9.23B
$63.3M 2.12%
642,537
-7,910
-1% -$922K
FLEX icon
35
Flex
FLEX
$40.8B
$60.5M 2.03%
924,882
-93,432
-9% -$5.98M
SW
36
Smurfit Westrock
SW
$25.9B
$60.1M 2.02%
+1,509,136
New +$65.1M
QCOM icon
37
Qualcomm
QCOM
$169B
$54.7M 1.83%
424,796
-164,200
-28% -$24M
KD icon
38
Kyndryl
KD
$2.73B
$54.4M 1.82%
4,147,984
+1,173,761
+39% +$20.7M
PKG icon
39
Packaging Corp of America
PKG
$22.5B
$11.6M 0.39%
+54,750
New +$12.2M
CVX icon
40
Chevron
CVX
$403B
$2.04M 0.07%
+9,855
New +$1.8M
AES icon
41
AES
AES
$10.5B
– –
-6,898,342
Closed -$98.9M
AMAT icon
42
Applied Materials
AMAT
$391B
– –
-280,589
Closed -$72.1M
COF icon
43
Capital One
COF
$134B
– –
-365,756
Closed -$88.6M
CRM icon
44
Salesforce
CRM
$171B
– –
-378,539
Closed -$100M
FIS icon
45
Fidelity National Information Services
FIS
$21.3B
– –
-1,384,040
Closed -$92M
B
46
Barrick Mining
B
$78.3B
– –
-1,155,678
Closed -$50.3M
HII icon
47
Huntington Ingalls Industries
HII
$11.8B
– –
-204,283
Closed -$69.5M
NEM icon
48
Newmont
NEM
$139B
– –
-88,665
Closed -$8.85M
WBD icon
49
Warner Bros
WBD
$71.6B
– –
-990,615
Closed -$28.5M
WTW icon
50
Willis Towers Watson
WTW
$31.8B
– –
-226,119
Closed -$74.3M
1
2

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Harry Burn's Q1 2026 Portfolio in Review

As of Q1 2026, Harry Burn held 50 positions worth $2.98B, down 5% from $3.14B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Harry Burn's Q1 2026 filing shows 13 new, 7 increased, 20 reduced and 10 closed positions. Its largest new stake was NXP Semiconductors: 410,653 shares worth $80.8M. The largest sale was Salesforce, an estimated $100M.

By sector, the portfolio is most concentrated in Healthcare at 24% of assets, up from 17% a quarter earlier, followed by Industrials and Technology.

  • Harry Burn's largest Q1 2026 buy was NXP Semiconductors: 410,653 shares worth $80.8M.
  • Harry Burn added most to Bank of America in Q1 2026, an estimated $25.2M increase.
  • Harry Burn's biggest Q1 2026 reduction was Kinder Morgan, cutting an estimated $46.1M.
  • Harry Burn fully exited Salesforce in Q1 2026, selling an estimated $100M.
  • Harry Burn's ten largest holdings make up 33% of its $2.98B portfolio in Q1 2026.
  • Harry Burn opened 13 new positions and closed 10 in Q1 2026.
  • Harry Burn's portfolio value fell 5% quarter-over-quarter to $2.98B.

Based on Sound Shore Management's 13F filing for Q1 2026, filed 7 May 2026.