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 40 rows. Rows without a quote are marked unavailable.
| 1 | VST | Vistra Corp. | 4.55% | Reduce -9.7% | 5,441,743 | $124.34M | $22.85 | |
| 2 | PRGO | Perrigo Company plc | 4.21% | Reduce -23.3% | 2,836,282 | $115.07M | No quote | No quote |
| 3 | WFC | Wells Fargo & Company | 3.70% | Reduce -2.0% | 2,576,841 | $100.94M | $39.17 | |
| 4 | FLEX | Flex Ltd. | 3.62% | Reduce -21.6% | 6,835,944 | $98.92M | $14.47 | |
| 5 | LEN | Lennar Corporation | 3.62% | Add +2.4% | 1,400,484 | $98.83M | $70.57 | |
| 6 | ORCL | Oracle Corporation | 3.49% | Reduce -18.9% | 1,365,927 | $95.44M | $69.87 | |
| 7 | PCAR | PACCAR, Inc. | 3.48% | Reduce -7.6% | 1,154,116 | $95.03M | $82.34 | |
| 8 | PVH | PVH Corp. | 3.44% | Add +14.2% | 1,651,076 | $93.95M | $56.90 | |
| 9 | SIVBQ | SVB Financial Group | 3.37% | Add +5.1% | 232,826 | $91.96M | No quote | No quote |
| 10 | MS | Morgan Stanley | 3.25% | Reduce -7.5% | 1,165,446 | $88.64M | $76.06 | |
| 11 | NXPI | NXP Semiconductors NV | 3.17% | Reduce -7.4% | 585,185 | $86.63M | $148.03 | |
| 12 | OGN | Organon & Company | 3.15% | Reduce -19.8% | 2,548,772 | $86.02M | $33.75 | |
| 13 | ELAN | Elanco Animal Health Inc. | 2.92% | Reduce -6.0% | 4,056,486 | $79.63M | $19.63 | |
| 14 | KMI | Kinder Morgan, Inc. | 2.88% | New | 4,695,997 | $78.71M | $16.76 | |
| 15 | VNT | Vontier Corporation | 2.83% | Reduce -9.1% | 3,360,578 | $77.26M | $22.99 | |
| 16 | VSCO | Victoria's Secret & Co | 2.79% | Add +55.7% | 2,727,789 | $76.3M | $27.97 | |
| 17 | COF | Capital One Financial Corp | 2.64% | Reduce -7.4% | 693,194 | $72.22M | $104.19 | |
| 18 | CAH | Cardinal Health, Inc. | 2.64% | New | 1,381,718 | $72.22M | $52.27 | |
| 19 | CAG | Conagra Brands, Inc. | 2.59% | Reduce -4.4% | 2,063,365 | $70.65M | $34.24 | |
| 20 | FDX | FedEx Corporation | 2.53% | New | 305,324 | $69.22M | $226.71 | |
| 21 | AMAT | Applied Materials, Inc. | 2.49% | New | 748,332 | $68.08M | $90.98 | |
| 22 | HOLX | Hologic Inc. | 2.43% | Reduce -7.6% | 958,159 | $66.4M | $69.30 | |
| 23 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 2.42% | Reduce -7.4% | 242,280 | $66.15M | No quote | No quote |
| 24 | BKR | Baker Hughes Company | 2.40% | Reduce -0.6% | 2,271,496 | $65.58M | $28.87 | |
| 25 | TPX | Tempur Sealy International | 2.38% | Add +11.3% | 3,043,441 | $65.04M | No quote | No quote |
| 26 | PFE | Pfizer Inc. | 2.32% | Reduce -38.6% | 1,206,654 | $63.27M | $52.43 | |
| 27 | VZ | Verizon Communications Inc | 2.27% | Reduce -1.8% | 1,222,017 | $62.02M | $50.75 | |
| 28 | IP | International Paper Company | 2.24% | Reduce -7.0% | 1,460,897 | $61.11M | No quote | No quote |
| 29 | MRK | Merck & Co. Inc. | 2.21% | Reduce -49.5% | 662,514 | $60.4M | $91.17 | |
| 30 | ELV | Elevance Health Inc. | 2.21% | Reduce -21.3% | 125,137 | $60.39M | $482.58 | |
| 31 | GM | General Motors Company | 2.17% | Reduce -8.6% | 1,869,544 | $59.38M | $31.76 | |
| 32 | CTRA | Coterra Energy, Inc. | 2.09% | Reduce -29.8% | 2,214,964 | $57.12M | $25.79 | |
| 33 | FRCB | First Republic Bank | 2.08% | New | 394,239 | $56.85M | No quote | No quote |
| 34 | GOOGL | Alphabet Inc. Cl A | 2.04% | Reduce -22.8% | 25,504 | $55.58M | $2179.27 | |
| 35 | BAC | Bank of America Corporation | 1.83% | Reduce -31.2% | 1,607,915 | $50.05M | $31.13 | |
| 36 | Y | Alleghany Corporation | 1.53% | Reduce -52.8% | 50,127 | $41.76M | No quote | No quote |
| 40 | ST | Sensata Technologies Holdings plc | - | Sold | 0 | $0 | No quote | No quote |
| 39 | XRAY | Dentsply Sirona Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 38 | CI | Cigna Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 37 | APTV | Aptiv PLC | - | Sold | 0 | $0 | No quote | No quote |