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 31 of 38 rows. Rows without a quote are marked unavailable.
| 1 | VST | Vistra Corp. | 4.57% | Reduce -4.1% | 5,234,162 | $121.43M | $23.20 | |
| 2 | FLEX | Flex Ltd. | 4.49% | Reduce -2.7% | 5,564,336 | $119.41M | $21.46 | |
| 3 | PVH | PVH Corp. | 4.06% | Reduce -7.8% | 1,529,399 | $107.96M | $70.59 | |
| 4 | ORCL | Oracle Corporation | 4.03% | Reduce -4.7% | 1,311,008 | $107.16M | $81.74 | |
| 5 | WFC | Wells Fargo & Company | 3.88% | Reduce -4.6% | 2,501,019 | $103.27M | $41.29 | |
| 6 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 3.68% | Reduce -1.8% | 317,170 | $97.97M | No quote | No quote |
| 7 | PFE | Pfizer Inc. | 3.63% | Add +6.8% | 1,881,878 | $96.43M | $51.24 | |
| 8 | FRCB | First Republic Bank | 3.61% | Add +29.9% | 787,896 | $96.04M | No quote | No quote |
| 9 | COF | Capital One Financial Corp | 3.45% | Add +11.1% | 987,814 | $91.83M | $92.96 | |
| 10 | LEN | Lennar Corporation | 3.44% | Reduce -6.1% | 1,009,671 | $91.38M | $90.50 | |
| 11 | NXPI | NXP Semiconductors NV | 3.24% | Reduce -7.2% | 545,303 | $86.17M | $158.03 | |
| 12 | OGN | Organon & Company | 3.19% | Add +18.5% | 3,037,693 | $84.84M | $27.93 | |
| 13 | GM | General Motors Company | 3.18% | Add +21.5% | 2,510,916 | $84.47M | $33.64 | |
| 14 | VSCO | Victoria's Secret & Co | 3.12% | Reduce -5.0% | 2,319,757 | $83M | $35.78 | |
| 15 | SIVBQ | SVB Financial Group | 3.00% | Add +39.6% | 346,243 | $79.68M | No quote | No quote |
| 16 | HII | Huntington Ingalls Industries, Inc. | 2.96% | Add +40.8% | 341,691 | $78.82M | $230.68 | |
| 17 | CAG | Conagra Brands, Inc. | 2.83% | Reduce -6.6% | 1,943,317 | $75.21M | $38.70 | |
| 18 | GOOGL | Alphabet Inc. Cl A | 2.80% | Add +64.7% | 843,992 | $74.47M | $88.23 | |
| 19 | MRK | Merck & Co. Inc. | 2.75% | Reduce -1.4% | 658,679 | $73.08M | $110.95 | |
| 20 | TPX | Tempur Sealy International | 2.72% | Reduce -23.1% | 2,107,039 | $72.33M | No quote | No quote |
| 21 | KMI | Kinder Morgan, Inc. | 2.62% | Reduce -20.6% | 3,847,440 | $69.56M | $18.08 | |
| 22 | BKR | Baker Hughes Company | 2.59% | Reduce -37.0% | 2,336,296 | $68.99M | $29.53 | |
| 23 | HOLX | Hologic Inc. | 2.54% | Reduce -6.4% | 902,863 | $67.54M | $74.81 | |
| 24 | CLF | Cleveland-Cliffs Inc. | 2.37% | Reduce -18.9% | 3,917,051 | $63.1M | $16.11 | |
| 25 | BAC | Bank of America Corporation | 2.31% | Add +13.7% | 1,858,364 | $61.55M | $33.12 | |
| 26 | MU | Micron Technology, Inc. | 2.29% | Add +20.8% | 1,219,697 | $60.96M | $49.98 | |
| 27 | BA | Boeing Company | 2.29% | New | 319,504 | $60.86M | $190.49 | |
| 28 | PCAR | PACCAR Inc. | 2.23% | Reduce -40.7% | 598,934 | $59.28M | $98.97 | |
| 29 | TTE | TotalEnergies SE ADR | 2.22% | New | 951,398 | $59.06M | $62.08 | |
| 30 | AMAT | Applied Materials, Inc. | 2.18% | Reduce -4.4% | 594,937 | $57.93M | $97.38 | |
| 31 | FDX | FedEx Corporation | 2.15% | Add +3.5% | 330,469 | $57.24M | $173.20 | |
| 32 | CAH | Cardinal Health, Inc. | 2.11% | Reduce -29.0% | 728,617 | $56.01M | $76.87 | |
| 33 | MS | Morgan Stanley | 1.98% | Reduce -4.1% | 619,501 | $52.67M | $85.02 | |
| 34 | LRCX | Lam Research Corporation | 1.49% | New | 94,560 | $39.74M | $420.30 | |
| 35 | VNT | Vontier Corporation | 0.02% | Reduce -99.0% | 30,988 | $599K | $19.33 | |
| 38 | PRGO | Perrigo Company plc | - | Sold | 0 | $0 | No quote | No quote |
| 37 | ELAN | Elanco Animal Health Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 36 | CTRA | Coterra Energy, Inc. | - | Sold | 0 | $0 | No quote | No quote |