Harry Burn - Sound Shore
As of Q2 2026, Harry Burn reported 40 long-equity positions worth $3.25B in aggregate.
Copy-investor backtest
- Latest quarter
- +6.39%
- 1-year
- +29.18%
- 3-year
- +64.21%
- 5-year
- +76.25%
- 3-year vs S&P 500
- -9.09%
- 5-year vs S&P 500
- +1.39%
- 5-year top 5
- +123.64%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AAL | American Airlines Group Inc. | New | 3.31% | 5,952,846 | $107.57M | $18.07 | $10.35 - $18.36(96%)$11.13 -> $18.11 |
| ELV | Elevance Health, Inc. | New | 2.90% | 243,452 | $94.15M | $386.73 | $292.07 - $426.79(70%)$298.50 -> $386.82 |
| TEL | TE Connectivity PLC | New | 2.78% | 447,360 | $90.19M | $201.61 | $193.75 - $252.56(13%)$211.67 -> $201.61 |
| TMO | Thermo Fisher Scientific, Inc. | New | 2.55% | 165,318 | $82.88M | $501.36 | $435.27 - $538.41(64%)$494.54 -> $501.36 |
| NFG | National Fuel Gas Company | New | 2.15% | 902,778 | $69.7M | $77.21 | - |
| GPC | Genuine Parts Company | New | 2.10% | 579,343 | $68.35M | $117.98 | $90.78 - $118.33(99%)$105.18 -> $117.98 |
| ORCL | Oracle Corporation | New | 2.05% | 454,708 | $66.64M | $146.55 | $134.57 - $250.25(10%)$145.23 -> $146.55 |
| NXPI | NXP Semiconductors NV | Reduce -30.2% | 2.48% | 286,699 | $80.57M | $281.03 | $188.75 - $339.95(61%)$195.58 -> $281.03 |
| ACI | Albertsons Companies, Inc. | Sold | — | 0 | $0 | — | - |
| CHKP | Check Point Software Technologies Ltd. | Sold | — | 0 | $0 | — | - |
| CTRA | Coterra Energy Inc. | Sold | — | 0 | $0 | — | - |
| FLEX | Flex Ltd. | Sold | — | 0 | $0 | — | - |
| ICLR | ICON Plc | Sold | — | 0 | $0 | — | - |
| KMI | Kinder Morgan, Inc. | Sold | — | 0 | $0 | — | - |
| MRVL | Marvell Technology, Inc. | Sold | — | 0 | $0 | — | - |
| CSX | CSX Corporation | Reduce -26.5% | 2.15% | 1,472,441 | $69.99M | $47.53 | $40.34 - $48.41(89%)$41.44 -> $47.53 |
| PFE | Pfizer Inc | Add +33.1% | 2.83% | 3,820,117 | $91.99M | $24.08 | $23.62 - $28.75(9%)$28.55 -> $24.08 |
| QCOM | QUALCOMM Incorporated | Add +29.0% | 3.12% | 547,812 | $101.23M | $184.79 | $121.99 - $259.92(46%)$127.28 -> $184.79 |
| LUV | Southwest Airlines Co. | Add +22.0% | 3.87% | 2,441,564 | $125.55M | $51.42 | $35.73 - $53.13(90%)$38.23 -> $51.42 |
| ZBH | Zimmer Biomet Holdings Inc. | Reduce -24.5% | 2.11% | 794,602 | $68.41M | $86.09 | $79.12 - $97.81(37%)$91.03 -> $86.09 |
| C | Citigroup Inc. | Reduce -20.4% | 2.65% | 615,635 | $86.16M | $139.96 | $111.75 - $147.96(78%)$115.30 -> $139.94 |
| QXO | QXO, Inc. | Add +32.3% | 2.77% | 5,198,401 | $89.83M | $17.28 | $14.75 - $25.44(24%)$19.30 -> $17.28 |
| BP | BP PLC Sponsored ADR | Add +34.1% | 2.55% | 2,241,317 | $82.82M | $36.95 | $36.91 - $47.99(0%)$46.17 -> $36.95 |
| OMC | Omnicom Group Inc. | Add +34.0% | 2.53% | 1,129,610 | $82.27M | $72.83 | $69.98 - $80.06(28%)$75.21 -> $72.83 |
| KD | Kyndryl Holdings, Inc. | Reduce -39.6% | 0.87% | 2,504,350 | $28.32M | $11.31 | $10.36 - $14.94(21%)$12.85 -> $11.31 |
| EQT | EQT Corporation | Add +26.7% | 2.56% | 1,565,288 | $83.23M | $53.17 | $50.26 - $63.24(22%)$61.09 -> $53.16 |
| VST | Vistra Corp. | Add +20.4% | 2.82% | 577,385 | $91.59M | $158.63 | $132.66 - $171.35(67%)$153.96 -> $158.63 |
| SW | Smurfit WestRock Public Limited Company | Add +21.6% | 2.61% | 1,835,817 | $84.92M | $46.26 | $35.53 - $47.86(87%)$40.13 -> $46.26 |
| REGN | Regeneron Pharmaceuticals, Inc. | Reduce -15.9% | 2.44% | 126,994 | $79.19M | $623.54 | $591.52 - $781.21(17%)$777.25 -> $623.54 |
| BA | The Boeing Company | Add +14.7% | 2.71% | 407,058 | $88.12M | $216.47 | $202.30 - $244.07(34%)$207.32 -> $216.13 |
| GOOGL | Alphabet Inc. - Class A | Reduce -9.0% | 2.56% | 232,766 | $83.18M | $357.37 | $289.45 - $408.61(57%)$297.39 -> $357.37 |
| UPS | United Parcel Service, Inc. Cl B | Add +10.1% | 2.65% | 801,772 | $86.19M | $107.50 | $93.86 - $111.22(79%)$97.91 -> $107.50 |
| AMZN | Amazon.com, Inc. | Reduce -7.6% | 2.57% | 350,136 | $83.45M | $238.34 | $204.90 - $278.56(45%)$210.57 -> $238.72 |
| GEHC | GE HealthCare Technologies Inc. | Reduce -6.2% | 2.21% | 1,119,193 | $71.64M | $64.01 | $58.75 - $75.95(31%)$71.98 -> $64.01 |
| TEVA | Teva Pharmaceutical Industries Ltd. - ADR | Reduce -2.1% | 3.97% | 3,804,497 | $128.9M | $33.88 | $27.93 - $36.99(66%)$30.25 -> $33.88 |
| BRK-B | Berkshire Hathaway Inc. - Class B | Add +2.2% | 3.14% | 203,903 | $102.03M | $500.39 | $464.01 - $500.56(100%)$478.50 -> $499.99 |
| BAC | Bank of America Corporation | Reduce -1.3% | 3.58% | 2,038,298 | $116.14M | $56.98 | $48.16 - $59.20(80%)$49.27 -> $56.98 |
| PKG | Packaging Corporation of America | Add +11.5% | 0.45% | 61,025 | $14.54M | $238.28 | $201.56 - $243.50(88%)$211.27 -> $238.28 |
| PEG | Public Service Enterprise Group Incorporated | Reduce -1.5% | 2.42% | 969,513 | $78.69M | $81.16 | $76.05 - $84.47(61%)$81.23 -> $81.16 |
| OC | Owens Corning | Reduce -1.3% | 2.86% | 584,629 | $92.93M | $158.96 | $103.31 - $159.90(98%)$107.26 -> $158.96 |
| INCY | Incyte Corporation | Reduce -1.3% | 2.64% | 757,723 | $85.9M | $113.36 | $92.18 - $115.56(91%)$94.30 -> $113.36 |
| MDT | Medtronic, PLC | Add +1.6% | 2.02% | 838,573 | $65.6M | $78.23 | $73.32 - $88.84(32%)$86.06 -> $78.23 |
| GM | General Motors Company | Reduce -1.3% | 2.43% | 1,024,187 | $78.94M | $77.08 | $70.43 - $85.41(44%)$75.04 -> $77.08 |
| MHK | Mohawk Industries, Inc. | Reduce -1.3% | 2.37% | 634,336 | $76.96M | $121.33 | $92.99 - $123.02(94%)$99.45 -> $121.33 |
| WFC | Wells Fargo & Company | Reduce -1.3% | 2.27% | 890,946 | $73.63M | $82.64 | $72.78 - $87.08(69%)$80.57 -> $82.64 |
| CVX | Chevron Corporation | Add +36.7% | 0.07% | 13,475 | $2.23M | $165.76 | $165.20 - $205.48(1%)$197.41 -> $165.78 |
| DIS | The Walt Disney Company | Reduce -0.3% | 2.87% | 967,830 | $93.15M | $96.25 | $95.09 - $110.48(8%)$96.56 -> $96.22 |