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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 41 of 56 rows. Rows without a quote are marked unavailable.
| 1 | C | CitiGroup, Inc. COMMON | 3.70% | Reduce -88.2% | 5,523,436 | $230M | $41.64 | No quote |
| 2 | MSFT | Microsoft Corp COMMON | 3.60% | Reduce -0.1% | 8,600,055 | $223.6M | $26.00 | No quote |
| 3 | EXC | Exelon Corporation COMMON | 3.38% | Reduce -3.3% | 4,905,238 | $210.14M | No quote | No quote |
| 4 | SYMC | Symantec Corporation COMMON | 3.24% | Reduce -3.6% | 10,219,331 | $201.53M | No quote | No quote |
| 5 | GM | General Motors Company COMMON | 3.20% | Add +25.1% | 6,546,194 | $198.74M | $30.36 | No quote |
| 6 | TWX | Time Warner, Inc. COMMON | 3.11% | Add +3.5% | 5,311,233 | $193.17M | No quote | No quote |
| 7 | ABT | Abbott Laboratories COMMON | 3.11% | Reduce -3.5% | 3,667,589 | $192.99M | $52.62 | No quote |
| 8 | EBAY | eBay Inc. COMMON | 3.02% | Add +9.7% | 5,813,596 | $187.61M | $32.27 | No quote |
| 9 | WMT | Wal-Mart Stores, Inc. COMMON | 2.93% | Add +10.4% | 3,427,094 | $182.12M | $53.14 | No quote |
| 10 | MET | MetLife Inc. COMMON | 2.92% | Add +6.4% | 4,131,409 | $181.25M | $43.87 | No quote |
| 11 | PFE | Pfizer Inc. COMMON | 2.81% | Reduce -14.6% | 8,480,454 | $174.7M | $20.60 | No quote |
| 12 | IVZ | Invesco Ltd. COMMON | 2.79% | Add +23.4% | 7,403,662 | $173.25M | $23.40 | No quote |
| 13 | BAC | Bank of America Corporation COMMON | 2.75% | Add +20.5% | 15,595,962 | $170.93M | $10.96 | No quote |
| 14 | AES | AES Corporation COMMON | 2.75% | Add +2.0% | 13,412,331 | $170.87M | $12.74 | No quote |
| 15 | CMCSA | Comcast Corporation Class A COMMON | 2.71% | Reduce -4.3% | 6,634,488 | $168.12M | $25.34 | No quote |
| 16 | SUN | Sunoco, Inc. COMMON | 2.68% | Add +21.5% | 3,990,553 | $166.45M | $41.71 | No quote |
| 17 | TXN | Texas Instruments Inc. COMMON | 2.64% | Add +11.7% | 4,996,002 | $164.02M | $32.83 | No quote |
| 18 | OI | Owens-Illinois, Inc. COMMON | 2.63% | New | 6,341,809 | $163.68M | No quote | No quote |
| 19 | V | Visa, Inc. COMMON | 2.63% | Reduce -11.4% | 1,940,213 | $163.48M | $84.26 | No quote |
| 20 | AMAT | Applied Materials COMMON | 2.62% | Add +14.8% | 12,512,940 | $162.79M | $13.01 | No quote |
| 21 | DO | Diamond Offshore Drilling, Inc. COMMON | 2.61% | Add +35.7% | 2,305,399 | $162.32M | No quote | No quote |
| 22 | IGT | International Game Technol COMMON | 2.60% | Reduce -0.6% | 9,205,880 | $161.84M | No quote | No quote |
| 23 | LUV | Southwest Airlines Company COMMON | 2.57% | Reduce -3.8% | 13,993,670 | $159.81M | $11.42 | No quote |
| 24 | CVS | CVS Caremark Corporation COMMON | 2.57% | Reduce -14.7% | 4,245,425 | $159.54M | $37.58 | No quote |
| 25 | NEM | Newmont Mining Corporation COMMON | 2.56% | Add +0.5% | 2,951,566 | $159.3M | $53.97 | No quote |
| 26 | ALL | Allstate Corporation COMMON | 2.56% | Add +7.8% | 5,217,177 | $159.28M | $30.53 | No quote |
| 27 | CS | Credit Suisse Group COMMON | 2.55% | Add +10.8% | 4,056,824 | $158.3M | No quote | No quote |
| 28 | STT | State Street Corporation COMMON | 2.42% | Reduce -3.4% | 3,338,195 | $150.52M | $45.09 | No quote |
| 29 | SCHW | Charles Schwab Corporation COMMON | 2.33% | Add +7.5% | 8,800,758 | $144.77M | $16.45 | No quote |
| 30 | FLEX | Flextronics International COMMON | 2.27% | Add +3.7% | 21,920,816 | $140.73M | $6.42 | No quote |
| 31 | NVS | Novartis AG ADR COMMON | 2.24% | Reduce -21.1% | 2,277,713 | $139.19M | $61.11 | No quote |
| 32 | LYB | LyondellBasell Industries COMMON | 2.06% | Reduce -19.5% | 3,330,736 | $128.3M | $38.52 | No quote |
| 33 | EQT | EQT Corporation COMMON | 2.06% | Reduce -27.8% | 2,439,259 | $128.11M | $52.52 | No quote |
| 34 | BAX | Baxter International Inc COMMON | 2.03% | Reduce -21.4% | 2,110,019 | $125.95M | $59.69 | No quote |
| 35 | EP | El Paso Corporation COMMON | 2.01% | Reduce -15.9% | 6,172,233 | $124.68M | No quote | No quote |
| 36 | VLO | Valero Energy Corporation COMMON | 1.85% | Add +36.5% | 4,505,446 | $115.2M | $25.57 | No quote |
| 37 | DAL | Delta Air Lines, Inc. COMMON | 1.80% | Add +19.3% | 12,215,919 | $112.02M | $9.17 | No quote |
| 38 | MRO | Marathon Oil Corporation COMMON | 1.58% | Reduce -37.9% | 1,862,881 | $98.14M | No quote | No quote |
| 39 | DTV | DIRECTV Group Inc COMMON | 0.01% | - | 15,626 | $794K | No quote | No quote |
| 40 | TJX | TJX Companies, Inc. COMMON | 0.01% | - | 14,250 | $749K | $52.56 | No quote |
| 41 | PM | Phillip Morris International COMMON | 0.01% | - | 7,150 | $477K | $66.71 | No quote |
| 42 | JBL | Jabil Circuit, Inc. COMMON | 0.01% | - | 20,000 | $404K | $20.20 | No quote |
| 43 | GS | Goldman Sachs Group Inc COMMON | 0.01% | - | 2,700 | $359K | $132.96 | No quote |
| 44 | IBM | Intl Business Machines COMMON | 0.01% | - | 2,048 | $351K | $171.39 | No quote |
| 45 | JBLU | JetBlue Airways Corporation COMMON | 0.01% | - | 55,000 | $336K | $6.11 | No quote |
| 46 | CB | Chubb Corporation COMMON | 0.01% | - | 5,000 | $313K | $62.60 | No quote |
| 47 | FTR | Frontier Communications Co COMMON | 0.01% | - | 38,500 | $311K | No quote | No quote |
| 48 | MRK | Merck & Co. Inc. COMMON | 0.00% | - | 8,400 | $296K | $35.24 | No quote |
| 49 | XOM | Exxon Mobil Corp COMMON | 0.00% | - | 3,548 | $289K | $81.45 | No quote |
| 50 | PNC | PNC Financial Services Group COMMON | 0.00% | - | 4,300 | $256K | $59.53 | No quote |
| 51 | LOW | Lowe's Companies, Inc. COMMON | 0.00% | - | 9,750 | $227K | $23.28 | No quote |
| 52 | APOL | Apollo Group, Inc. COMMON | 0.00% | Reduce -99.9% | 5,000 | $218K | No quote | No quote |
| 53 | MO | Altria Group Inc. COMMON | 0.00% | - | 8,150 | $215K | $26.38 | No quote |
| 56 | DVN | Devon Energy Corporation COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 55 | KO | Coca Cola Company COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 54 | BG | Bunge Limited COMMON | - | Sold | 0 | $0 | No quote | No quote |