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 31 of 40 rows. Rows without a quote are marked unavailable.
| 1 | COF | Capital One Financial Corp | 4.40% | Add +6.3% | 2,328,274 | $211.83M | $90.98 | No quote |
| 2 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 4.33% | Reduce -2.2% | 1,001,350 | $208.3M | No quote | No quote |
| 3 | AMAT | Applied Materials | 3.73% | Reduce -4.3% | 3,594,542 | $179.37M | $49.90 | No quote |
| 4 | MS | Morgan Stanley | 3.72% | Add +18.4% | 4,198,297 | $179.14M | $42.67 | No quote |
| 5 | C | CitiGroup, Inc. | 3.70% | Reduce -24.3% | 2,575,437 | $177.91M | $69.08 | No quote |
| 6 | AIG | American Intl Group, Inc. | 3.69% | Reduce -25.9% | 3,186,702 | $177.5M | $55.70 | No quote |
| 7 | LEN | Lennar Corporation | 3.67% | Add +18.4% | 3,165,509 | $176.79M | $55.85 | No quote |
| 8 | CMCSA | Comcast Corporation Class A | 3.66% | Reduce -2.5% | 3,903,050 | $175.95M | $45.08 | No quote |
| 9 | DAL | Delta Air Lines, Inc. | 3.61% | Reduce -2.7% | 3,015,313 | $173.68M | $57.60 | No quote |
| 10 | SABR | Sabre Corporation | 3.44% | Reduce -6.5% | 7,403,353 | $165.8M | $22.39 | No quote |
| 11 | NXPI | NXP Semiconductors NV | 3.43% | Reduce -2.8% | 1,511,819 | $164.97M | $109.12 | No quote |
| 12 | PRGO | Perrigo Company plc | 3.14% | New | 2,702,958 | $151.07M | $55.89 | No quote |
| 13 | CBS | CBS Corporation | 3.11% | Reduce -2.3% | 3,709,129 | $149.74M | No quote | No quote |
| 14 | ST | Sensata Technologies Holdings plc | 3.08% | Add +1.7% | 2,963,595 | $148.36M | $50.06 | No quote |
| 15 | TTE | TOTAL S.A. - ADR | 2.96% | Reduce -5.4% | 2,735,285 | $142.24M | $52.00 | No quote |
| 16 | MRK | Merck & Co. Inc. | 2.94% | Reduce -1.9% | 1,678,960 | $141.34M | $84.18 | No quote |
| 17 | ETN | Eaton Corporation PLC | 2.93% | Reduce -4.2% | 1,698,770 | $141.25M | $83.15 | No quote |
| 18 | GM | General Motors Company | 2.86% | Add +29.9% | 3,667,847 | $137.47M | $37.48 | No quote |
| 19 | ALXN | Alexion Pharmaceuticals, Inc. | 2.74% | Reduce -2.6% | 1,348,591 | $132.08M | No quote | No quote |
| 20 | TMO | Thermo Fisher Scientific, Inc. | 2.72% | Add +14.2% | 449,019 | $130.79M | $291.27 | No quote |
| 21 | UNH | UnitedHealth Group Inc. | 2.68% | New | 592,464 | $128.75M | $217.32 | No quote |
| 22 | BAC | Bank of America Corporation | 2.65% | Reduce -19.4% | 4,375,292 | $127.63M | $29.17 | No quote |
| 23 | AON | Aon PLC | 2.47% | Add +15.6% | 613,512 | $118.76M | $193.57 | No quote |
| 24 | GOOGL | Alphabet Inc. Cl A | 2.41% | Reduce -2.1% | 94,807 | $115.77M | $1221.14 | No quote |
| 25 | JBLU | JetBlue Airways Corporation | 2.35% | Reduce -2.0% | 6,766,314 | $113.34M | $16.75 | No quote |
| 26 | WMT | Walmart Inc. | 2.17% | Reduce -15.3% | 880,981 | $104.56M | $118.68 | No quote |
| 27 | MMC | Marsh & McLennan Companies Inc. | 2.17% | Reduce -8.8% | 1,043,604 | $104.41M | No quote | No quote |
| 28 | MSFT | Microsoft Corporation | 2.16% | Reduce -5.2% | 746,888 | $103.84M | $139.03 | No quote |
| 29 | MDLZ | Mondelez International Inc | 2.13% | Reduce -11.0% | 1,849,718 | $102.33M | $55.32 | No quote |
| 30 | NVT | nVent Electric PLC | 2.05% | Reduce -2.5% | 4,486,319 | $98.88M | $22.04 | No quote |
| 31 | CB | Chubb Ltd | 2.01% | Reduce -18.9% | 600,040 | $96.87M | $161.44 | No quote |
| 32 | EQT | EQT Corporation | 1.93% | Add +51.5% | 8,712,137 | $92.7M | $10.64 | No quote |
| 33 | ELAN | Elanco Animal Health Inc. | 1.92% | Reduce -3.0% | 3,476,480 | $92.44M | $26.59 | No quote |
| 34 | MHK | Mohawk Industries, Inc. | 1.65% | Reduce -9.2% | 641,036 | $79.53M | $124.07 | No quote |
| 35 | SIVBQ | SVB Financial Group | 1.39% | New | 319,573 | $66.78M | No quote | No quote |
| 36 | BP | BP PLC Sponsored ADR | 0.02% | - | 24,750 | $940K | $37.98 | No quote |
| 40 | PFE | Pfizer Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 39 | EXC | Exelon Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 38 | ETRN | Equitrans Midstream Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 37 | AGN | Allergan plc | - | Sold | 0 | $0 | No quote | No quote |