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 31 of 40 rows. Rows without a quote are marked unavailable.


1	FLEX	Flex Ltd.	4.17%	Reduce -0.5%	8,362,815	$147.86M	$17.68
2	PRGO	Perrigo Company plc	3.98%	Add +0.1%	2,980,308	$141.06M	$47.33
3	WFC	Wells Fargo & Company	3.95%	Add +40.0%	3,012,253	$139.8M	$46.41
4	BAC	Bank of America Corporation	3.65%	Add +30.8%	3,045,974	$129.3M	$42.45
5	VST	Vistra Corp.	3.58%	Add +7.8%	7,425,918	$126.98M	$17.10
6	CI	CIGNA Corporation	3.55%	Add +24.4%	627,532	$125.61M	$200.16
7	MRK	Merck & Co. Inc.	3.55%	Add +34.1%	1,671,798	$125.57M	$75.11
8	Y	Alleghany Corporation	3.20%	Reduce -0.4%	181,300	$113.21M	No quote	No quote
9	ORCL	Oracle Corporation	3.14%	Add +7.7%	1,274,623	$111.06M	$87.13
10	COF	Capital One Financial Corp	3.11%	Reduce -0.6%	679,080	$109.99M	$161.97
11	MS	Morgan Stanley	3.06%	Reduce -10.3%	1,113,324	$108.34M	$97.31
12	NXPI	NXP Semiconductors NV	3.05%	Reduce -2.7%	550,683	$107.86M	$195.87
13	FI	Fiserv, Inc.	3.00%	Reduce -0.7%	978,499	$106.17M	No quote	No quote
14	HSIC	Henry Schein Inc.	2.81%	Reduce -0.6%	1,305,352	$99.42M	$76.16
15	XRAY	Dentsply Sirona Inc.	2.69%	Reduce -0.5%	1,638,290	$95.1M	$58.05
16	OGN	Organon & Company	2.65%	Add +16.9%	2,867,111	$94.01M	$32.79
17	VZ	Verizon Communications Inc	2.63%	Add +34.8%	1,726,120	$93.23M	$54.01
18	CMCSA	Comcast Corporation Class A	2.61%	Reduce -0.4%	1,651,691	$92.38M	$55.93
19	CAG	Conagra Brands, Inc.	2.55%	Reduce -0.5%	2,669,606	$90.42M	$33.87
20	ELV	Anthem, Inc.	2.55%	Add +12.1%	242,329	$90.34M	$372.80
21	CTRA	Cabot Oil & Gas Corporatio	2.54%	Add +2.5%	4,131,650	$89.91M	$21.76
22	BRK/B	Berkshire Hathaway, Inc. Cl BCUSIP 084670702	2.50%	Reduce -0.5%	325,051	$88.72M	No quote	No quote
23	ST	Sensata Technologies Holdings plc	2.49%	Reduce -0.4%	1,612,205	$88.22M	$54.72
24	LEN	Lennar Corporation	2.48%	Add +32.0%	936,425	$87.72M	$93.68
25	RNR	RenaissanceRe Holdings	2.41%	Reduce -0.4%	611,136	$85.19M	$139.40
26	VNT	Vontier Corporation	2.38%	Add +12.9%	2,513,555	$84.46M	$33.60
27	BKR	Baker Hughes Company	2.37%	Add +13.8%	3,401,080	$84.11M	$24.73
28	MGA	Magna International Inc.	2.37%	Reduce -0.4%	1,113,525	$83.78M	$75.24
29	GOOGL	Alphabet Inc. Cl A	2.36%	Reduce -3.0%	31,282	$83.63M	$2673.52
30	SIVBQ	SVB Financial Group	2.30%	Reduce -0.4%	125,978	$81.49M	No quote	No quote
31	PFE	Pfizer Inc.	2.30%	Reduce -27.2%	1,892,801	$81.41M	$43.01
32	WAB	Wabtec Corporation	2.18%	Reduce -0.4%	895,742	$77.22M	$86.21
33	PCAR	PACCAR, Inc.	2.03%	New	909,830	$71.8M	$78.92
34	ELAN	Elanco Animal Health Inc.	2.01%	Reduce -3.2%	2,236,297	$71.32M	$31.89
35	EOG	EOG Resources, Inc.	1.97%	Reduce -0.6%	867,796	$69.66M	$80.27
36	IP	International Paper Company	1.86%	Reduce -0.4%	1,175,348	$65.73M	No quote	No quote
40	UNH	UnitedHealth Group Inc.	-	Sold	0	$0	No quote	No quote
39	BX	The Blackstone Group Inc.	-	Sold	0	$0	No quote	No quote
38	ETN	Eaton Corporation PLC	-	Sold	0	$0	No quote	No quote
37	CB	Chubb Limited	-	Sold	0	$0	No quote	No quote