Harry Burn - Sound Shore
As of Q1 2026, Harry Burn reported 40 long-equity positions worth $2.98B in aggregate.
Copy-investor backtest
- Latest quarter
- +1.56%
- 1-year
- +30.50%
- 3-year
- +65.35%
- 3-year top 5
- +101.70%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 29 of 36 rows. Rows without a quote are marked unavailable.
| 1 | VST | Vistra Corp. | 4.50% | Reduce -4.2% | 7,117,469 | $162.07M | $22.77 | |
| 2 | FLEX | Flex Ltd. | 4.38% | Add +2.9% | 8,608,400 | $157.79M | $18.33 | |
| 3 | CI | CIGNA Corporation | 4.18% | Add +4.4% | 655,051 | $150.42M | $229.63 | |
| 4 | WFC | Wells Fargo & Company | 3.93% | Reduce -1.9% | 2,954,471 | $141.76M | $47.98 | |
| 5 | PFE | Pfizer Inc. | 3.79% | Add +22.2% | 2,312,985 | $136.58M | $59.05 | |
| 6 | PRGO | Perrigo Company plc | 3.73% | Add +16.1% | 3,458,782 | $134.55M | No quote | No quote |
| 7 | Y | Alleghany Corporation | 3.63% | Add +8.1% | 196,048 | $130.88M | No quote | No quote |
| 8 | MRK | Merck & Co. Inc. | 3.47% | Reduce -2.3% | 1,633,518 | $125.19M | $76.64 | |
| 9 | NXPI | NXP Semiconductors NV | 3.41% | Reduce -2.1% | 538,838 | $122.74M | $227.78 | |
| 10 | PCAR | PACCAR, Inc. | 3.22% | Add +44.6% | 1,316,017 | $116.15M | $88.26 | |
| 11 | OGN | Organon & Company | 3.22% | Add +33.0% | 3,814,277 | $116.15M | $30.45 | |
| 12 | CAG | Conagra Brands, Inc. | 3.09% | Add +21.9% | 3,255,317 | $111.17M | $34.15 | |
| 13 | MGA | Magna International Inc. | 3.07% | Add +22.7% | 1,365,824 | $110.55M | $80.94 | |
| 14 | MS | Morgan Stanley | 3.02% | Reduce -0.6% | 1,106,867 | $108.65M | $98.16 | |
| 15 | ORCL | Oracle Corporation | 2.98% | Reduce -3.4% | 1,230,911 | $107.35M | $87.21 | |
| 16 | BAC | Bank of America Corporation | 2.97% | Reduce -21.1% | 2,403,431 | $106.93M | $44.49 | |
| 17 | ST | Sensata Technologies Holdings plc | 2.92% | Add +5.6% | 1,702,468 | $105.03M | $61.69 | |
| 18 | XRAY | Dentsply Sirona Inc. | 2.88% | Add +13.4% | 1,857,985 | $103.66M | $55.79 | |
| 19 | ELV | Anthem, Inc. | 2.81% | Reduce -9.8% | 218,453 | $101.26M | $463.54 | |
| 20 | HSIC | Henry Schein Inc. | 2.80% | Reduce -0.3% | 1,301,783 | $100.93M | $77.53 | |
| 21 | RNR | RenaissanceRe Holdings | 2.72% | Reduce -5.3% | 578,595 | $97.97M | $169.33 | |
| 22 | COF | Capital One Financial Corp | 2.65% | Reduce -3.0% | 658,457 | $95.54M | $145.09 | |
| 23 | VNT | Vontier Corporation | 2.62% | Add +22.2% | 3,072,396 | $94.42M | $30.73 | |
| 24 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 2.61% | Reduce -3.3% | 314,449 | $94.02M | No quote | No quote |
| 25 | ELAN | Elanco Animal Health Inc. | 2.32% | Add +31.6% | 2,943,890 | $83.55M | $28.38 | |
| 26 | SIVBQ | SVB Financial Group | 2.27% | Reduce -4.3% | 120,500 | $81.73M | No quote | No quote |
| 27 | BKR | Baker Hughes Company | 2.26% | Reduce -0.5% | 3,385,692 | $81.46M | $24.06 | |
| 28 | EOG | EOG Resources, Inc. | 2.13% | Reduce -0.4% | 864,704 | $76.81M | $88.83 | |
| 29 | CTRA | Coterra Energy, Inc. | 2.11% | Reduce -3.1% | 4,004,221 | $76.08M | $19.00 | |
| 30 | LEN | Lennar Corporation | 2.08% | Reduce -31.1% | 645,629 | $75M | $116.16 | |
| 31 | VZ | Verizon Communications Inc | 2.08% | Reduce -16.6% | 1,438,759 | $74.76M | $51.96 | |
| 32 | GOOGL | Alphabet Inc. Cl A | 2.07% | Reduce -17.5% | 25,800 | $74.74M | $2897.05 | |
| 33 | IP | International Paper Company | 2.06% | Add +27.4%1.056:1 split | 1,580,688 | $74.26M | No quote | No quote |
| 34 | WAB | Wabtec Corporation | 1.99% | Reduce -13.3% | 777,031 | $71.57M | $92.11 | |
| 35 | FI | Fiserv, Inc. | 0.03% | Reduce -98.9% | 10,755 | $1.12M | No quote | No quote |
| 36 | CMCSA | Comcast Corporation Class A | - | Sold | 0 | $0 | No quote | No quote |