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 27 of 38 rows. Rows without a quote are marked unavailable.
| 1 | C | CitiGroup, Inc. | 3.78% | Reduce -0.4% | 3,446,704 | $230.52M | $66.88 | No quote |
| 2 | COF | Capital One Financial Corp | 3.73% | Add +19.4% | 2,757,706 | $227.84M | $82.62 | No quote |
| 3 | FDC | First Data Corporation | 3.73% | Reduce -0.4% | 12,513,257 | $227.74M | No quote | No quote |
| 4 | BAC | Bank of America Corporatio | 3.59% | Add +12.1% | 9,028,212 | $219.02M | $24.26 | No quote |
| 5 | AR | Antero Resources Corporation | 3.33% | Add +22.0% | 9,406,400 | $203.27M | $21.61 | No quote |
| 6 | OXY | Occidental Petroleum Corporation | 3.32% | Add +5.4% | 3,390,254 | $202.98M | $59.87 | No quote |
| 7 | MRK | Merck & Co. Inc. | 3.30% | Reduce -3.3% | 3,139,905 | $201.24M | $64.09 | No quote |
| 8 | AGN | Allergan plc | 3.16% | Add +13.6% | 793,371 | $192.86M | No quote | No quote |
| 9 | TMO | Thermo Fisher Scientific, | 3.15% | Add +2.9% | 1,101,543 | $192.19M | $174.47 | No quote |
| 10 | TTE | TOTAL S.A. - ADR | 3.14% | Add +20.7% | 3,871,102 | $191.97M | $49.59 | No quote |
| 11 | MSFT | Microsoft Corporation | 3.13% | Reduce -6.2% | 2,768,798 | $190.85M | $68.93 | No quote |
| 12 | IP | International Paper Company | 3.12% | Reduce -0.3% | 3,361,084 | $190.27M | No quote | No quote |
| 13 | ADI | Analog Devices Inc | 3.03% | Add +14.9% | 2,380,325 | $185.19M | $77.80 | No quote |
| 14 | WBA | Walgreens Boots Alliance, Inc. | 2.92% | Add +10.2% | 2,278,874 | $178.46M | No quote | No quote |
| 15 | ORCL | Oracle Corporation | 2.91% | Reduce -25.5% | 3,540,032 | $177.5M | $50.14 | No quote |
| 16 | BRK/B | Berkshire Hathaway, Inc. CCUSIP 084670702 | 2.90% | Reduce -0.3% | 1,043,862 | $176.8M | No quote | No quote |
| 17 | GE | General Electric Company | 2.85% | Add +0.9% | 6,438,444 | $173.9M | $27.01 | No quote |
| 18 | KEYS | Keysight Technologies, Inc. | 2.82% | Reduce -0.3% | 4,426,981 | $172.34M | $38.93 | No quote |
| 19 | WMT | Wal-Mart Stores, Inc. | 2.82% | Reduce -0.3% | 2,277,186 | $172.34M | $75.68 | No quote |
| 20 | FLEX | Flex, Ltd. | 2.76% | Add +17.9% | 10,328,932 | $168.47M | $16.31 | No quote |
| 21 | HPE | Hewlett Packard Enterprise | 2.62% | Add +15.6% | 9,632,181 | $159.8M | $16.59 | No quote |
| 22 | PFE | Pfizer Inc. | 2.62% | Reduce -18.3% | 4,754,021 | $159.69M | $33.59 | No quote |
| 23 | DAL | Delta Air Lines Inc | 2.59% | New | 2,944,241 | $158.22M | $53.74 | No quote |
| 24 | IVZ | Invesco Ltd. | 2.54% | Reduce -14.3% | 4,410,603 | $155.21M | $35.19 | No quote |
| 25 | PNR | Pentair plc | 2.51% | Add +8.6% | 2,303,860 | $153.3M | $66.54 | No quote |
| 26 | VOD | Vodafone Group Plc ADR | 2.50% | Reduce -19.7% | 5,315,753 | $152.72M | No quote | No quote |
| 27 | CMCSA | Comcast Corporation Class A | 2.50% | Reduce -6.8% | 3,915,594 | $152.4M | $38.92 | No quote |
| 28 | AON | Aon PLC | 2.45% | Reduce -16.6% | 1,126,454 | $149.76M | $132.95 | No quote |
| 29 | BP | BP PLC Sponsored ADR | 2.30% | Reduce -0.4% | 4,054,311 | $140.48M | $34.65 | No quote |
| 30 | AMAT | Applied Materials | 2.29% | Reduce -14.9% | 3,383,835 | $139.79M | $41.31 | No quote |
| 31 | GOOGL | Alphabet Inc. Cl A | 2.24% | Reduce -21.1% | 147,258 | $136.9M | $929.68 | No quote |
| 32 | EXC | Exelon Corporation | 2.24% | Reduce -0.3% | 3,792,749 | $136.8M | No quote | No quote |
| 33 | MMC | Marsh & McLennan Companies Inc. | 2.19% | Reduce -16.5% | 1,713,148 | $133.56M | No quote | No quote |
| 34 | CBS | CBS Corporation | 1.92% | Reduce -22.4% | 1,837,196 | $117.18M | No quote | No quote |
| 35 | GT | The Goodyear Tire and Rubber Co | 1.66% | New | 2,900,356 | $101.4M | $34.96 | No quote |
| 36 | CPN | Calpine Corporation | 1.32% | Reduce -46.0% | 5,963,314 | $80.68M | No quote | No quote |
| 37 | LBTYK | Liberty Global plc - Series C | 0.02% | Reduce -99.2% | 42,350 | $1.32M | $31.17 | No quote |
| 38 | GOOG | Alphabet Inc. Cl C | - | Sold | 0 | $0 | No quote | No quote |