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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| 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 |
| 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 |
| 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 |
| BA | The Boeing Company | Add +14.7% | 2.71% | 407,058 | $88.12M | $216.47 | $202.30 - $244.07(34%)$207.32 -> $216.13 |
| 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 |
| 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 |
| 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 |
| MDT | Medtronic, PLC | Add +1.6% | 2.02% | 838,573 | $65.6M | $78.23 | $73.32 - $88.84(32%)$86.06 -> $78.23 |
| CVX | Chevron Corporation | Add +36.7% | 0.07% | 13,475 | $2.23M | $165.76 | $165.20 - $205.48(1%)$197.41 -> $165.78 |