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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 39 rows. Rows without a quote are marked unavailable.

1MRKMerck & Co. Inc.4.45%Reduce -19.2%3,672,903$260.56M$70.94No quote
2CCitiGroup, Inc.4.29%Reduce -4.5%3,501,567$251.2M$71.74No quote
3PFEPfizer Inc.4.02%Reduce -3.7%5,341,857$235.42M$44.07No quote
4AIGAmerican Intl Group, Inc.3.85%Add +21.3%4,229,347$225.17M$53.24No quote
5FDCFirst Data Corporation3.79%Reduce -22.3%9,061,213$221.73MNo quoteNo quote
6BACBank of America Corporatio3.66%Reduce -4.4%7,271,486$214.22M$29.46No quote
7BRK/BBerkshire Hathaway, Inc. CCUSIP 0846707023.63%Reduce -2.7%992,404$212.48MNo quoteNo quote
8SABRSabre Corporation3.59%Add +0.4%8,061,033$210.23M$26.08No quote
9COFCapital One Financial Corp3.32%Reduce -4.8%2,046,644$194.29M$94.93No quote
10TTETOTAL S.A. - ADR3.23%Add +0.8%2,935,453$189.01M$64.39No quote
11WMTWal-Mart Stores, Inc.3.20%Add +3.6%1,991,373$187.01M$93.91No quote
12CBChubb Ltd3.15%Reduce -5.9%1,377,783$184.13M$133.64No quote
13EQTEQT Corporation3.08%Add +26.4%4,070,449$180.04M$44.23No quote
14IPInternational Paper Company2.98%Reduce -3.1%3,550,651$174.51MNo quoteNo quote
15MSFTMicrosoft Corporation2.96%Reduce -4.5%1,513,612$173.11M$114.37No quote
16CBSCBS Corporation2.89%Reduce -17.7%2,938,870$168.84MNo quoteNo quote
17GTThe Goodyear Tire and Rubber Co2.84%Add +22.3%7,113,298$166.38M$23.39No quote
18ALXNAlexion Pharmaceuticals, Inc.2.84%Add +10.2%1,194,563$166.06MNo quoteNo quote
19TMOThermo Fisher Scientific,2.82%Reduce -4.0%674,710$164.68M$244.08No quote
20DALDelta Air Lines Inc2.81%Reduce -1.1%2,841,995$164.35M$57.83No quote
21ETNEaton Corporation PLC2.69%Add +10.9%1,810,872$157.06M$86.73No quote
22GOOGLAlphabet Inc. Cl A2.62%Reduce -13.7%126,965$153.26M$1207.08No quote
23MMCMarsh & McLennan Companies Inc.2.56%Add +12.7%1,813,515$150.01MNo quoteNo quote
24AONAon PLC2.55%Reduce -16.8%969,236$149.05M$153.78No quote
25AGNAllergan plc2.39%New735,120$140.03MNo quoteNo quote
26ARAntero Resources Corporation2.35%Reduce -25.7%7,756,248$137.36M$17.71No quote
27NVTnVent Electric PLC2.32%Add +6.2%4,989,877$135.53M$27.16No quote
28PNRPentair plc2.29%Add +5.2%3,095,282$134.18M$43.35No quote
29VODVodafone Group Plc ADR2.25%Add +20.1%6,071,825$131.76MNo quoteNo quote
30FLRFluor Corporation2.23%Reduce -21.4%2,244,684$130.42M$58.10No quote
31EXCExelon Corporation2.21%Reduce -24.3%2,962,731$129.35MNo quoteNo quote
32AMATApplied Materials2.20%Add +19.7%3,332,753$128.81M$38.65No quote
33METMetLife Inc.1.60%Reduce -45.1%1,998,339$93.36M$46.72No quote
34SLBSchlumberger Ltd.1.06%New1,015,190$61.85M$60.92No quote
35COMMCommScope Holding Company, Inc.0.94%New1,782,877$54.84MNo quoteNo quote
36FLEXFlex, Ltd.0.31%Reduce -87.2%1,366,050$17.92M$13.12No quote
37BPBP PLC Sponsored ADR0.02%Reduce -51.2%20,150$929K$46.10No quote
39ORCLOracle Corporation-Sold0$0No quoteNo quote
38FCXFreeport-McMoRan Inc.-Sold0$0No quoteNo quote