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
- +6.38%
- 1-year
- +29.16%
- 3-year
- +63.75%
- 5-year
- +70.31%
- 3-year vs S&P 500
- -9.55%
- 5-year vs S&P 500
- -4.56%
- 5-year top 5
- +162.24%
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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