As of Q1 2026, this manager reported 40 long-equity positions worth $2.98B in aggregate.
As of Q1 2026, Harry Burn's Sound Shore held 40 long-equity positions with a reported value of $2.98B.
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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 Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | Reduce -43.5% | 2.15% | 1,914,405 | $64.19M | $33.53 | $26.59 - $34.73(85%)$27.71 -> $33.53 |
| KD | Kyndryl Holdings, Inc. | Add +39.5% | 1.82% | 4,147,984 | $54.42M | $13.12 | $10.10 - $27.74(17%)$25.49 -> $13.12 |
| CTRA | Coterra Energy Inc. | Reduce -34.9% | 2.51% | 2,128,868 | $74.81M | $35.14 | $24.68 - $36.88(86%)$26.60 -> $35.14 |
| BAC | Bank of America Corporation | Add +30.9% | 3.37% | 2,065,582 | $100.7M | $48.75 | $46.12 - $57.55(23%)$55.95 -> $48.75 |
| QCOM | QUALCOMM Incorporated | Reduce -27.9% | 1.83% | 424,796 | $54.71M | $128.78 | $125.78 - $184.45(5%)$172.98 -> $128.78 |
| PEG | Public Service Enterprise Group Incorporated | Reduce -27.7% | 2.67% | 984,658 | $79.71M | $80.95 | $77.31 - $87.63(35%)$80.99 -> $80.95 |
| GOOGL | Alphabet Inc. - Class A | Reduce -26.9% | 2.46% | 255,671 | $73.52M | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| ZBH | Zimmer Biomet Holdings Inc. | Add +23.7% | 3.19% | 1,052,202 | $95.14M | $90.42 | $84.59 - $101.49(34%)$90.02 -> $90.42 |
| CHKP | Check Point Software Technologies Ltd. | Add +22.1% | 2.48% | 518,529 | $74.07M | $142.85 | $135.82 - $195.41(12%)$181.03 -> $142.85 |
| LUV | Southwest Airlines Co. | Reduce -20.6% | 2.52% | 2,001,977 | $75.21M | $37.57 | $36.11 - $55.11(8%)$41.30 -> $37.57 |
| EQT | EQT Corporation | Reduce -18.6% | 2.63% | 1,235,565 | $78.63M | $63.64 | $49.26 - $68.24(76%)$53.46 -> $63.64 |
| INCY | Incyte Corporation | Reduce -17.4% | 2.42% | 767,829 | $72.27M | $94.12 | $89.25 - $112.29(21%)$101.42 -> $94.12 |
| GEHC | GE HealthCare Technologies Inc. | Add +17.2% | 2.85% | 1,192,741 | $84.9M | $71.18 | $68.44 - $89.77(13%)$82.82 -> $71.18 |
| CSX | CSX Corporation | Reduce -16.6% | 2.75% | 2,002,159 | $82.19M | $41.05 | $34.79 - $43.35(73%)$36.27 -> $41.05 |
| BP | BP PLC Sponsored ADR | Reduce -14.5% | 2.63% | 1,671,683 | $78.57M | $47.00 | $33.40 - $48.27(91%)$35.83 -> $47.00 |
| REGN | Regeneron Pharmaceuticals, Inc. | Reduce -14.2% | 3.91% | 150,960 | $116.64M | $772.64 | $718.38 - $821.11(53%)$776.31 -> $772.64 |
| MRVL | Marvell Technology, Inc. | Add +13.2% | 3.81% | 1,148,590 | $113.77M | $99.05 | $70.69 - $100.65(95%)$89.39 -> $99.05 |
| TEVA | Teva Pharmaceutical Industries Ltd. - ADR | Reduce -9.8% | 3.92% | 3,885,683 | $117.04M | $30.12 | $28.29 - $37.35(20%)$30.95 -> $30.12 |
| FLEX | Flex Ltd. | Reduce -9.2% | 2.03% | 924,882 | $60.54M | $65.46 | $55.16 - $70.74(66%)$63.68 -> $65.46 |
| ACI | Albertsons Companies, Inc. | Reduce -8.8% | 2.36% | 4,134,360 | $70.45M | $17.04 | $15.80 - $18.83(41%)$17.31 -> $17.04 |
| BRK-B | Berkshire Hathaway Inc. - Class B | Reduce -5.1% | 3.20% | 199,485 | $95.59M | $479.20 | $467.21 - $512.13(27%)$496.85 -> $479.20 |
| GM | General Motors Company | Reduce -2.7% | 2.59% | 1,037,362 | $77.28M | $74.50 | $71.92 - $87.62(16%)$80.98 -> $74.50 |
| NXPI | NXP Semiconductors NV | New | 2.71% | 410,653 | $80.84M | $196.86 | $184.68 - $256.36(17%)$221.28 -> $196.86 |
| PFE | Pfizer Inc | New | 2.70% | 2,870,421 | $80.6M | $28.08 | $24.83 - $28.31(93%)$25.18 -> $28.08 |
| AMZN | Amazon.com, Inc. | New | 2.64% | 378,875 | $78.91M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| VST | Vistra Corp. | New | 2.42% | 479,762 | $72.12M | $150.33 | $138.53 - $182.56(27%)$165.23 -> $150.33 |
| UPS | United Parcel Service, Inc. Cl B | New | 2.40% | 728,066 | $71.63M | $98.38 | $94.06 - $122.41(15%)$101.02 -> $98.38 |
| MDT | Medtronic, PLC | New | 2.40% | 825,239 | $71.51M | $86.65 | $84.92 - $105.50(8%)$96.05 -> $86.65 |
| BA | The Boeing Company | New | 2.37% | 355,009 | $70.66M | $199.03 | $187.72 - $254.35(17%)$227.77 -> $199.03 |
| ICLR | ICON Plc | New | 2.33% | 626,958 | $69.38M | $110.66 | $66.57 - $203.91(32%)$188.67 -> $110.66 |
| OC | Owens Corning | New | 2.15% | 592,330 | $64.1M | $108.22 | $98.84 - $143.00(21%)$114.15 -> $108.22 |
| OMC | Omnicom Group Inc. | New | 2.13% | 842,962 | $63.48M | $75.31 | $66.33 - $87.17(43%)$81.32 -> $75.31 |
| SW | Smurfit WestRock Public Limited Company | New | 2.02% | 1,509,136 | $60.14M | $39.85 | $36.00 - $52.65(23%)$39.60 -> $39.85 |
| C | Citigroup Inc. | Reduce -1.9% | 2.94% | 773,599 | $87.73M | $113.41 | $102.01 - $125.16(49%)$118.70 -> $113.41 |
| WFC | Wells Fargo & Company | Reduce -1.9% | 2.41% | 902,430 | $71.84M | $79.61 | $74.03 - $97.76(24%)$95.20 -> $79.61 |
| QXO | QXO, Inc. | Reduce -1.8% | 2.56% | 3,929,810 | $76.32M | $19.42 | $18.06 - $27.61(14%)$19.72 -> $19.42 |
| DIS | The Walt Disney Company | Add +1.2% | 3.13% | 970,436 | $93.53M | $96.38 | $92.19 - $116.03(18%)$111.85 -> $96.38 |
| MHK | Mohawk Industries, Inc. | Reduce -1.2% | 2.12% | 642,537 | $63.26M | $98.46 | $94.97 - $139.11(8%)$109.51 -> $98.46 |
| PKG | Packaging Corporation of America | New | 0.39% | 54,750 | $11.62M | $212.22 | $201.25 - $249.51(23%)$211.12 -> $212.22 |
| CVX | Chevron Corporation | New | 0.07% | 9,855 | $2.04M | $206.90 | $151.25 - $214.71(88%)$155.90 -> $206.90 |
| AMAT | Applied Materials, Inc. | Sold | — | 0 | $0 | — | - |
| B | Barrick Mining Corporation | Sold | — | 0 | $0 | — | - |
| COF | Capital One Financial Corp | Sold | — | 0 | $0 | — | - |
| FIS | Fidelity National Information Services | Sold | — | 0 | $0 | — | - |
| HII | Huntington Ingalls Industries | Sold | — | 0 | $0 | — | - |
| NEM | Newmont Corporation | Sold | — | 0 | $0 | — | - |
| CRM | Salesforce, Inc. | Sold | — | 0 | $0 | — | - |
| AES | The AES Corporation | Sold | — | 0 | $0 | — | - |
| WBD | Warner Bros. Discovery, Inc | Sold | — | 0 | $0 | — | - |
| WTW | Willis Towers Watson PLC | Sold | — | 0 | $0 | — | - |