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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 33 of 42 rows. Rows without a quote are marked unavailable.


1	BAC	Bank of America Corporation	4.30%	Add +4.1%	4,770,978	$144.61M	$30.31
2	COF	Capital One Financial Corp	3.99%	Reduce -9.3%	1,356,851	$134.13M	$98.85
3	MS	Morgan Stanley	3.88%	Reduce -15.0%	1,901,407	$130.3M	$68.53
4	ORCL	Oracle Corporation	3.75%	Reduce -16.0%	1,947,719	$126M	$64.69
5	C	CitiGroup, Inc.	3.70%	Reduce -9.2%	2,014,785	$124.23M	$61.66
6	CI	CIGNA Corporation	3.68%	Reduce -9.2%	593,977	$123.65M	$208.18
7	Y	Alleghany Corporation	3.37%	Add +3.3%	187,847	$113.4M	No quote	No quote
8	FLEX	Flex Ltd.	3.34%	Add +2.1%	6,243,065	$112.25M	$17.98
9	MRK	Merck & Co. Inc.	3.28%	Add +28.6%	1,348,746	$110.33M	$81.80
10	CMCSA	Comcast Corporation Class A	3.24%	Reduce -13.2%	2,080,273	$109.01M	$52.40
11	MGA	Magna International Inc.	2.92%	Reduce -13.3%	1,387,595	$98.24M	$70.80
12	PRGO	Perrigo Company plc	2.92%	Add +0.3%	2,196,209	$98.21M	$44.72
13	ST	Sensata Technologies Holdings plc	2.92%	Reduce -12.2%	1,860,197	$98.11M	$52.74
14	BKNG	Booking Holdings Inc.	2.68%	Reduce -14.8%	40,464	$90.12M	$2227.26
15	BRK/B	Berkshire Hathaway, Inc. Cl BCUSIP 084670702	2.62%	Reduce -13.4%	379,941	$88.1M	No quote	No quote
16	IP	International Paper Company	2.57%	Reduce -0.1%	1,740,463	$86.54M	No quote	No quote
17	FI	Fiserv, Inc.	2.47%	Add +5.2%	728,901	$82.99M	No quote	No quote
18	PFE	Pfizer Inc.	2.46%	Reduce -20.8%1.054:1 split	2,247,015	$82.71M	$36.81
19	XRAY	Dentsply Sirona Inc.	2.36%	Reduce -11.5%	1,517,005	$79.43M	$52.36
20	LEN	Lennar Corporation	2.30%	Add +9.8%	1,012,607	$77.19M	$76.23
21	ELAN	Elanco Animal Health Inc.	2.28%	Reduce -15.9%	2,498,980	$76.64M	$30.67
22	APTV	Aptiv PLC	2.25%	Reduce -26.5%	579,664	$75.52M	$130.29
23	EOG	EOG Resources, Inc.	2.24%	Reduce -12.3%	1,509,715	$75.29M	$49.87
24	HSIC	Henry Schein Inc.	2.22%	Add +1.6%	1,115,420	$74.58M	$66.86
25	CAG	Conagra Brands, Inc.	2.21%	New	2,049,628	$74.32M	$36.26
26	WAB	Wabtec Corporation	2.20%	Reduce -11.2%	1,009,137	$73.87M	$73.20
27	BX	The Blackstone Group Inc.	2.16%	Reduce -28.4%	1,122,996	$72.78M	$64.81
28	SIVBQ	SVB Financial Group	2.12%	Reduce -45.0%	184,162	$71.42M	No quote	No quote
29	ELV	Anthem, Inc.	2.12%	New	221,446	$71.1M	$321.09
30	CB	Chubb Limited	2.10%	Reduce -43.7%	457,938	$70.49M	$153.92
31	CTRA	Cabot Oil & Gas Corporatio	2.10%	Add +9.6%	4,327,745	$70.46M	$16.28
32	AMAT	Applied Materials	2.07%	Reduce -43.6%	806,715	$69.62M	$86.30
33	NXPI	NXP Semiconductors NV	2.05%	Reduce -36.4%	433,687	$68.96M	$159.01
34	ETN	Eaton Corporation PLC	1.90%	Reduce -36.6%	533,033	$64.04M	$120.14
35	UNH	UnitedHealth Group Inc.	1.89%	Reduce -23.3%	180,874	$63.43M	$350.68
36	WMT	Walmart Inc.	1.83%	Reduce -14.7%	427,851	$61.68M	$144.15
37	GOOGL	Alphabet Inc. Cl A	1.82%	Reduce -15.5%	34,878	$61.13M	$1752.65
38	WHR	Whirlpool Corporation	1.70%	Reduce -16.5%	315,825	$57M	$180.49
42	VZ	Verizon Communications Inc.	-	Sold	0	$0	No quote	No quote
41	TMO	Thermo Fisher Scientific, Inc.	-	Sold	0	$0	No quote	No quote
40	LRCX	Lam Research Corporation	-	Sold	0	$0	No quote	No quote
39	ADI	Analog Devices, Inc.	-	Sold	0	$0	No quote	No quote