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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
TEVA icon
1
Teva Pharmaceuticals
TEVA
$43.5B
$117M 3.92%
3,885,683
-424,223
-10% -$13.6M
REGN icon
2
Regeneron Pharmaceuticals
REGN
$85.9B
$117M 3.91%
150,960
-24,927
-14% -$19.1M
MRVL icon
3
Marvell Technology
MRVL
$213B
$114M 3.81%
1,148,590
+133,881
+13% +$11.2M
BAC icon
4
Bank of America
BAC
$431B
$101M 3.37%
2,065,582
+487,661
+31% +$25.2M
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.06T
$95.6M 3.2%
199,485
-10,719
-5% -$5.26M
ZBH icon
6
Zimmer Biomet
ZBH
$19.3B
$95.1M 3.19%
1,052,202
+201,445
+24% +$18.5M
DIS icon
7
Walt Disney
DIS
$186B
$93.5M 3.13%
970,436
+11,725
+1% +$1.24M
C icon
8
Citigroup
C
$221B
$87.7M 2.94%
773,599
-15,370
-2% -$1.75M
GEHC icon
9
GE HealthCare
GEHC
$33.8B
$84.9M 2.85%
1,192,741
+174,853
+17% +$13.8M
CSX icon
10
CSX Corp
CSX
$95.6B
$82.2M 2.75%
2,002,159
-399,715
-17% -$15.7M
NXPI icon
11
NXP Semiconductors
NXPI
$56.9B
$80.8M 2.71%
+410,653
New +$91M
PFE icon
12
Pfizer
PFE
$160B
$80.6M 2.7%
+2,870,421
New +$76.4M
PEG icon
13
Public Service Enterprise Group
PEG
$36.2B
$79.7M 2.67%
984,658
-377,323
-28% -$30.9M
AMZN icon
14
Amazon
AMZN
$2.79T
$78.9M 2.64%
+378,875
New +$83.4M
EQT icon
15
EQT Corp
EQT
$33.6B
$78.6M 2.64%
1,235,565
-282,022
-19% -$16.5M
BP icon
16
BP
BP
$115B
$78.6M 2.63%
1,671,683
-283,102
-14% -$11.1M
GM icon
17
General Motors
GM
$77.2B
$77.3M 2.59%
1,037,362
-29,033
-3% -$2.31M
QXO
18
QXO Inc
QXO
$14.3B
$76.3M 2.56%
3,929,810
-72,218
-2% -$1.65M
LUV icon
19
Southwest Airlines
LUV
$19.8B
$75.2M 2.52%
2,001,977
-518,720
-21% -$23.4M
CTRA
20
DELISTED
Coterra Energy
CTRA
$74.8M 2.51%
2,128,868
-1,140,518
-35% -$34.3M
CHKP icon
21
Check Point Software Technologies
CHKP
$13.3B
$74.1M 2.48%
518,529
+93,945
+22% +$15.7M
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.22T
$73.5M 2.46%
255,671
-94,063
-27% -$29.6M
INCY icon
23
Incyte
INCY
$25.9B
$72.3M 2.42%
767,829
-162,003
-17% -$16.2M
VST icon
24
Vistra
VST
$45.7B
$72.1M 2.42%
+479,762
New +$77.7M
WFC icon
25
Wells Fargo
WFC
$254B
$71.8M 2.41%
902,430
-17,625
-2% -$1.51M
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.