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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
+10.64%
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
$3.14B
AUM Growth
+$117M
Cap. Flow
-$149M
Cap. Flow %
-4.73%
Top 10 Hldgs %
35.26%
Holding
41
New
3
Increased
13
Reduced
20
Closed
4

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$94.1M
2
QXO
QXO Inc
QXO
+$76.7M
3
BP icon
BP
BP
+$68.6M
4
PEG icon
Public Service Enterprise Group
PEG
+$44.4M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$41.3M

Top Sells

Rank Stock Value
1
HOLX
Hologic
HOLX
+$90.3M
2
PRGO icon
Perrigo
PRGO
+$81.3M
3
WBD icon
Warner Bros
WBD
+$78.3M
4
IP icon
International Paper
IP
+$72M
5
PYPL icon
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
REGN icon
1
Regeneron Pharmaceuticals
REGN
$85.9B
$136M 4.32%
175,887
+60,859
+53% +$41.3M
TEVA icon
2
Teva Pharmaceuticals
TEVA
$43.5B
$135M 4.28%
4,309,906
-1,337,543
-24% -$33M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.22T
$109M 3.48%
349,734
+25,520
+8% +$7.29M
PEG icon
4
Public Service Enterprise Group
PEG
$36.2B
$109M 3.48%
1,361,981
+544,634
+67% +$44.4M
DIS icon
5
Walt Disney
DIS
$186B
$109M 3.47%
958,711
+243,686
+34% +$26.8M
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.06T
$106M 3.36%
210,204
+30,970
+17% +$15.4M
LUV icon
7
Southwest Airlines
LUV
$19.8B
$104M 3.32%
2,520,697
-16,940
-0.7% -$592K
QCOM icon
8
Qualcomm
QCOM
$169B
$101M 3.21%
588,996
+20,542
+4% +$3.52M
CRM icon
9
Salesforce
CRM
$171B
$100M 3.19%
+378,539
New +$94.1M
AES icon
10
AES
AES
$10.5B
$98.9M 3.15%
6,898,342
+1,002,530
+17% +$14.1M
KMI icon
11
Kinder Morgan
KMI
$69B
$93.2M 2.97%
3,391,203
+720,295
+27% +$19.5M
C icon
12
Citigroup
C
$221B
$92.1M 2.93%
788,969
-199,965
-20% -$20.8M
FIS icon
13
Fidelity National Information Services
FIS
$21.3B
$92M 2.93%
1,384,040
-9,258
-0.7% -$610K
INCY icon
14
Incyte
INCY
$25.9B
$91.8M 2.92%
929,832
+79,976
+9% +$7.74M
COF icon
15
Capital One
COF
$134B
$88.6M 2.82%
365,756
-91,530
-20% -$20.4M
CSX icon
16
CSX Corp
CSX
$95.6B
$87.1M 2.77%
2,401,874
-14,793
-0.6% -$529K
BAC icon
17
Bank of America
BAC
$431B
$86.8M 2.76%
1,577,921
-301,769
-16% -$16M
GM icon
18
General Motors
GM
$77.2B
$86.7M 2.76%
1,066,395
-421,117
-28% -$29.7M
MRVL icon
19
Marvell Technology
MRVL
$213B
$86.2M 2.74%
1,014,709
+153,935
+18% +$13.5M
CTRA
20
DELISTED
Coterra Energy
CTRA
$86.1M 2.74%
3,269,386
-972,374
-23% -$24.5M
WFC icon
21
Wells Fargo
WFC
$254B
$85.7M 2.73%
920,055
-5,612
-0.6% -$487K
GEHC icon
22
GE HealthCare
GEHC
$33.8B
$83.5M 2.66%
1,017,888
+37,132
+4% +$2.89M
EQT icon
23
EQT Corp
EQT
$33.6B
$81.3M 2.59%
1,517,587
-9,234
-0.6% -$519K
KD icon
24
Kyndryl
KD
$2.73B
$79M 2.51%
2,974,223
+939,154
+46% +$25.5M
CHKP icon
25
Check Point Software Technologies
CHKP
$13.3B
$78.8M 2.51%
424,584
+71,271
+20% +$13.8M
1
2

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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.