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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
+5.87%
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
$2.93B
AUM Growth
+$79.6M
Cap. Flow
-$53.3M
Cap. Flow %
-1.82%
Top 10 Hldgs %
34.99%
Holding
45
New
8
Increased
14
Reduced
14
Closed
9

Top Buys

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$88.4M
2
WBD icon
Warner Bros
WBD
+$79.7M
3
HII icon
Huntington Ingalls Industries
HII
+$74.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$71.2M
5
IP icon
International Paper
IP
+$69.9M

Top Sells

Rank Stock Value
1
EOG icon
EOG Resources
EOG
+$92.9M
2
BMY icon
Bristol-Myers Squibb
BMY
+$86.9M
3
CF icon
CF Industries
CF
+$78.8M
4
OGN icon
Organon & Co
OGN
+$74.1M
5
AVTR icon
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
C icon
1
Citigroup
C
$221B
$120M 4.08%
1,405,016
+47,118
+3% +$3.41M
COF icon
2
Capital One
COF
$134B
$113M 3.86%
532,945
-67,195
-11% -$12.5M
CTRA
3
DELISTED
Coterra Energy
CTRA
$111M 3.8%
4,388,365
+464,732
+12% +$11.8M
PYPL icon
4
PayPal
PYPL
$52.7B
$103M 3.51%
1,386,566
+146,778
+12% +$10.1M
CSX icon
5
CSX Corp
CSX
$95.6B
$101M 3.46%
3,106,993
-3,517
-0.1% -$106K
BAC icon
6
Bank of America
BAC
$431B
$99.4M 3.39%
+2,100,071
New +$88.4M
TEVA icon
7
Teva Pharmaceuticals
TEVA
$43.5B
$98M 3.34%
5,846,512
+394,423
+7% +$6.36M
WBD icon
8
Warner Bros
WBD
$71.6B
$98M 3.34%
+8,547,238
New +$79.7M
LUV icon
9
Southwest Airlines
LUV
$19.8B
$92.6M 3.16%
2,853,951
-3,357
-0.1% -$101K
HOLX
10
DELISTED
Hologic
HOLX
$90.1M 3.07%
1,382,690
-938
-0.1% -$56.2K
FIS icon
11
Fidelity National Information Services
FIS
$21.3B
$88.8M 3.03%
1,091,275
-208,967
-16% -$16.3M
FLEX icon
12
Flex
FLEX
$40.8B
$88.4M 3.01%
1,770,524
+39,579
+2% +$1.54M
PRGO icon
13
Perrigo
PRGO
$1.98B
$87.8M 2.99%
3,287,671
+2,504
+0.1% +$65.6K
WFC icon
14
Wells Fargo
WFC
$254B
$86.5M 2.95%
1,079,136
-169,250
-14% -$12.2M
PEG icon
15
Public Service Enterprise Group
PEG
$36.2B
$86.3M 2.94%
1,025,471
+252,375
+33% +$20.4M
BAX icon
16
Baxter International
BAX
$13.6B
$85.4M 2.91%
2,821,514
-4,388
-0.2% -$133K
AES icon
17
AES
AES
$10.5B
$84.9M 2.89%
8,067,687
+1,969,741
+32% +$21.1M
ZBH icon
18
Zimmer Biomet
ZBH
$19.3B
$84.6M 2.88%
927,258
+128,772
+16% +$12.5M
DIS icon
19
Walt Disney
DIS
$186B
$81.8M 2.79%
659,906
-272,058
-29% -$28.3M
HII icon
20
Huntington Ingalls Industries
HII
$11.8B
$80M 2.73%
+331,511
New +$74.1M
WTW icon
21
Willis Towers Watson
WTW
$31.8B
$78.8M 2.69%
257,128
+26,420
+11% +$8.19M
KMI icon
22
Kinder Morgan
KMI
$69B
$77.6M 2.65%
2,640,982
+243,675
+10% +$6.69M
INCY icon
23
Incyte
INCY
$25.9B
$77.6M 2.65%
1,140,057
-354,781
-24% -$22.5M
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.22T
$76.6M 2.61%
+434,674
New +$71.2M
GM icon
25
General Motors
GM
$77.2B
$75.7M 2.58%
1,538,799
+563,086
+58% +$26.7M
1
2

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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.