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 32 of 40 rows. Rows without a quote are marked unavailable.
| 1 | COF | Capital One Financial Corp | 4.45% | Reduce -20.4% | 1,853,346 | $190.73M | $102.91 | No quote |
| 2 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 4.16% | Reduce -21.4% | 786,902 | $178.23M | No quote | No quote |
| 3 | MS | Morgan Stanley | 4.15% | Reduce -17.2% | 3,474,627 | $177.62M | $51.12 | No quote |
| 4 | C | CitiGroup, Inc. | 3.91% | Reduce -18.6% | 2,096,416 | $167.48M | $79.89 | No quote |
| 5 | DAL | Delta Air Lines, Inc. | 3.34% | Reduce -18.8% | 2,448,661 | $143.2M | $58.48 | No quote |
| 6 | MRK | Merck & Co. Inc. | 3.33% | Reduce -6.7% | 1,567,103 | $142.53M | $90.95 | No quote |
| 7 | TTE | TOTAL S.A. - ADR | 3.32% | Reduce -5.9% | 2,573,057 | $142.29M | $55.30 | No quote |
| 8 | PRGO | Perrigo Company plc | 3.29% | Add +1.0% | 2,728,823 | $140.97M | $51.66 | No quote |
| 9 | UNH | UnitedHealth Group Inc. | 3.29% | Reduce -19.1% | 479,109 | $140.85M | $293.98 | No quote |
| 10 | SABR | Sabre Corporation | 3.28% | Reduce -15.6% | 6,252,296 | $140.3M | $22.44 | No quote |
| 11 | AIG | American Intl Group, Inc. | 3.25% | Reduce -15.0% | 2,708,096 | $139.01M | $51.33 | No quote |
| 12 | ST | Sensata Technologies Holdings plc | 3.15% | Reduce -15.5% | 2,504,273 | $134.91M | $53.87 | No quote |
| 13 | SIVBQ | SVB Financial Group | 3.15% | Add +68.0% | 536,714 | $134.74M | No quote | No quote |
| 14 | GM | General Motors Company | 3.08% | Reduce -1.9% | 3,599,921 | $131.76M | $36.60 | No quote |
| 15 | NXPI | NXP Semiconductors NV | 3.05% | Reduce -32.2% | 1,025,629 | $130.52M | $127.26 | No quote |
| 16 | ETN | Eaton Corporation PLC | 2.98% | Reduce -20.6% | 1,349,137 | $127.79M | $94.72 | No quote |
| 17 | BAC | Bank of America Corporation | 2.98% | Reduce -17.2% | 3,621,839 | $127.56M | $35.22 | No quote |
| 18 | CMCSA | Comcast Corporation Class A | 2.81% | Reduce -31.5% | 2,674,652 | $120.28M | $44.97 | No quote |
| 19 | TMO | Thermo Fisher Scientific, Inc. | 2.72% | Reduce -20.1% | 358,681 | $116.53M | $324.87 | No quote |
| 20 | ORCL | Oracle Corporation | 2.66% | New | 2,150,785 | $113.95M | $52.98 | No quote |
| 21 | LEN | Lennar Corporation | 2.66% | Reduce -35.6% | 2,038,818 | $113.75M | $55.79 | No quote |
| 22 | AMAT | Applied Materials | 2.65% | Reduce -48.3% | 1,857,435 | $113.38M | $61.04 | No quote |
| 23 | CVX | Chevron Corporation | 2.62% | New | 931,377 | $112.24M | $120.51 | No quote |
| 24 | ELAN | Elanco Animal Health Inc. | 2.45% | Add +2.6% | 3,568,060 | $105.08M | $29.45 | No quote |
| 25 | JBLU | JetBlue Airways Corporation | 2.38% | Reduce -19.6% | 5,439,457 | $101.83M | $18.72 | No quote |
| 26 | GOOGL | Alphabet Inc. Cl A | 2.35% | Reduce -20.6% | 75,304 | $100.86M | $1339.38 | No quote |
| 27 | PARA | ViacomCBS Inc. | 2.35% | New | 2,397,548 | $100.63M | No quote | No quote |
| 28 | MSFT | Microsoft Corporation | 2.23% | Reduce -18.8% | 606,599 | $95.66M | $157.70 | No quote |
| 29 | MMC | Marsh & McLennan Companies Inc. | 2.16% | Reduce -20.4% | 830,907 | $92.57M | No quote | No quote |
| 30 | PFE | Pfizer Inc. | 2.09% | New | 2,288,563 | $89.67M | $39.18 | No quote |
| 31 | AON | Aon PLC | 2.01% | Reduce -32.5% | 414,158 | $86.27M | $208.29 | No quote |
| 32 | WMT | Walmart Inc. | 2.00% | Reduce -18.2% | 720,294 | $85.6M | $118.84 | No quote |
| 33 | MDLZ | Mondelez International Inc | 1.95% | Reduce -17.8% | 1,520,007 | $83.72M | $55.08 | No quote |
| 34 | EQT | EQT Corporation | 1.88% | Reduce -15.4% | 7,368,074 | $80.31M | $10.90 | No quote |
| 35 | CB | Chubb Ltd | 1.85% | Reduce -15.0% | 510,215 | $79.42M | $155.66 | No quote |
| 36 | BP | BP PLC Sponsored ADR | 0.02% | Add +13.7% | 28,150 | $1.06M | $37.73 | No quote |
| 40 | NVT | nVent Electric PLC | - | Sold | 0 | $0 | No quote | No quote |
| 39 | MHK | Mohawk Industries, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 38 | CBS | CBS Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 37 | ALXN | Alexion Pharmaceuticals, Inc. | - | Sold | 0 | $0 | No quote | No quote |