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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
+7.69%
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
+$91.4M
Cap. Flow
-$119M
Cap. Flow %
-3.94%
Top 10 Hldgs %
31.94%
Holding
41
New
5
Increased
10
Reduced
23
Closed
3

Top Buys

Rank Stock Value
1
QCOM icon
Qualcomm
QCOM
+$90.2M
2
CHKP icon
Check Point Software Technologies
CHKP
+$71.2M
3
KD icon
Kyndryl
KD
+$69.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$65M
5
MRVL icon
Marvell Technology
MRVL
+$63.4M

Top Sells

Rank Stock Value
1
BAX icon
Baxter International
BAX
+$85.4M
2
KR icon
Kroger
KR
+$63.7M
3
MTCH icon
Match Group
MTCH
+$62.2M
4
WBD icon
Warner Bros
WBD
+$57.3M
5
B
Barrick Mining
B
+$48.6M

Sector Composition

Rank Sector Weight
1 Financials 20.47%
2 Healthcare 19.31%
3 Technology 17.94%
4 Energy 8.56%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEVA icon
1
Teva Pharmaceuticals
TEVA
$43.5B
$114M 3.77%
5,647,449
-199,063
-3% -$3.5M
C icon
2
Citigroup
C
$221B
$100M 3.32%
988,934
-416,082
-30% -$39.5M
CTRA
3
DELISTED
Coterra Energy
CTRA
$100M 3.32%
4,241,760
-146,605
-3% -$3.54M
COF icon
4
Capital One
COF
$134B
$97.2M 3.21%
457,286
-75,659
-14% -$16.6M
BAC icon
5
Bank of America
BAC
$431B
$97M 3.21%
1,879,690
-220,381
-10% -$10.8M
QCOM icon
6
Qualcomm
QCOM
$169B
$94.6M 3.13%
+568,454
New +$90.2M
FIS icon
7
Fidelity National Information Services
FIS
$21.3B
$91.9M 3.04%
1,393,298
+302,023
+28% +$22M
GM icon
8
General Motors
GM
$77.2B
$90.7M 3%
1,487,512
-51,287
-3% -$2.86M
HOLX
9
DELISTED
Hologic
HOLX
$90.3M 2.98%
1,337,653
-45,037
-3% -$2.99M
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.06T
$90.1M 2.98%
179,234
+61,886
+53% +$30M
ZBH icon
11
Zimmer Biomet
ZBH
$19.3B
$88.3M 2.92%
896,284
-30,974
-3% -$3.07M
ACI icon
12
Albertsons Companies
ACI
$6.01B
$85.8M 2.84%
4,902,179
+1,855,682
+61% +$36.4M
CSX icon
13
CSX Corp
CSX
$95.6B
$85.8M 2.84%
2,416,667
-690,326
-22% -$23.6M
WTW icon
14
Willis Towers Watson
WTW
$31.8B
$85.5M 2.83%
247,551
-9,577
-4% -$3.1M
MHK icon
15
Mohawk Industries
MHK
$9.23B
$85.2M 2.82%
661,166
-22,911
-3% -$2.84M
WBD icon
16
Warner Bros
WBD
$71.6B
$84.8M 2.8%
4,340,858
-4,206,380
-49% -$57.3M
EQT icon
17
EQT Corp
EQT
$33.6B
$83.1M 2.75%
1,526,821
+368,748
+32% +$19.5M
HII icon
18
Huntington Ingalls Industries
HII
$11.8B
$82.6M 2.73%
287,030
-44,481
-13% -$11.9M
DIS icon
19
Walt Disney
DIS
$186B
$81.9M 2.71%
715,025
+55,119
+8% +$6.49M
AMAT icon
20
Applied Materials
AMAT
$391B
$81.7M 2.7%
399,239
+34,722
+10% +$6.3M
PRGO icon
21
Perrigo
PRGO
$1.98B
$81.3M 2.69%
3,650,998
+363,327
+11% +$8.88M
LUV icon
22
Southwest Airlines
LUV
$19.8B
$81M 2.68%
2,537,637
-316,314
-11% -$10.3M
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$4.22T
$78.8M 2.61%
324,214
-110,460
-25% -$23.1M
WFC icon
24
Wells Fargo
WFC
$254B
$77.6M 2.56%
925,667
-153,469
-14% -$12.4M
AES icon
25
AES
AES
$10.5B
$77.6M 2.56%
5,895,812
-2,171,875
-27% -$28.2M
1
2

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Harry Burn's Q3 2025 Portfolio in Review

As of Q3 2025, Harry Burn held 41 positions worth $3.03B, up 3.1% from $2.93B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Harry Burn withdrew a net $119M in Q3 2025, closing 3 positions and reducing 23 holdings. Its most notable exit was Baxter International, an estimated $85.4M position sold in full.

By sector, the portfolio is most concentrated in Financials at 20% of assets, down from 22% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Harry Burn opened a new position in Qualcomm worth $94.6M.

  • Harry Burn's largest Q3 2025 buy was Qualcomm: 568,454 shares worth $94.6M.
  • Harry Burn added most to Albertsons Companies in Q3 2025, an estimated $36.4M increase.
  • Harry Burn's biggest Q3 2025 reduction was Warner Bros, cutting an estimated $57.3M.
  • Harry Burn fully exited Baxter International in Q3 2025, selling an estimated $85.4M.
  • Harry Burn's ten largest holdings make up 32% of its $3.03B portfolio in Q3 2025.
  • Harry Burn opened 5 new positions and closed 3 in Q3 2025.
  • Harry Burn's portfolio value rose 3.1% quarter-over-quarter to $3.03B.

Based on Sound Shore Management's 13F filing for Q3 2025, filed 6 Nov 2025.