Harry Burn - Sound Shore
As of Q1 2026, this manager reported 40 long-equity positions worth $2.98B in aggregate.
As of Q1 2026, Harry Burn's Sound Shore held 40 long-equity positions with a reported value of $2.98B.
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Updated 2026-05-11 from SEC 13F data.
Live quotes available for 35 of 42 rows. Rows without a quote are marked unavailable.
| 1 | FLEX | Flex Ltd. | 4.31% | Reduce -10.6% | 4,973,423 | $114.44M | $23.01 | |
| 2 | ORCL | Oracle Corporation | 4.24% | Reduce -7.6% | 1,211,799 | $112.6M | $92.92 | |
| 3 | VST | Vistra Corp. | 4.07% | Reduce -13.8% | 4,510,462 | $108.25M | $24.00 | |
| 4 | PFE | Pfizer Inc. | 3.75% | Add +29.7% | 2,440,068 | $99.55M | $40.80 | |
| 5 | NXPI | NXP Semiconductors NV | 3.74% | Reduce -2.4% | 532,452 | $99.29M | $186.47 | |
| 6 | PVH | PVH Corp. | 3.61% | Reduce -29.7% | 1,075,295 | $95.87M | $89.16 | |
| 7 | BRK-B | Berkshire Hathaway, Inc. Cl B | 3.52% | Reduce -4.3% | 303,359 | $93.67M | $308.77 | |
| 8 | WFC | Wells Fargo & Company | 3.35% | Reduce -4.9% | 2,379,177 | $88.93M | $37.38 | |
| 9 | LEN | Lennar Corporation | 3.33% | Reduce -16.7% | 840,931 | $88.39M | $105.11 | |
| 10 | COF | Capital One Financial Corp | 3.19% | Reduce -10.8% | 881,619 | $84.78M | $96.16 | |
| 11 | GEHC | GE HealthCare Technologies | 3.10% | New | 1,005,085 | $82.45M | $82.03 | |
| 12 | AVTR | Avantor, Inc. | 3.09% | New | 3,890,403 | $82.24M | $21.14 | |
| 13 | OGN | Organon & Company | 2.95% | Add +9.8% | 3,334,283 | $78.42M | $23.52 | |
| 14 | CAH | Cardinal Health, Inc. | 2.90% | Add +40.1% | 1,020,501 | $77.05M | $75.50 | |
| 15 | GM | General Motors Company | 2.87% | Reduce -17.1% | 2,080,711 | $76.32M | $36.68 | |
| 16 | TTE | TotalEnergies SE ADR | 2.73% | Add +29.2% | 1,229,303 | $72.59M | $59.05 | |
| 17 | CEG | Constellation Energy Corporation | 2.73% | New | 923,818 | $72.52M | $78.50 | |
| 18 | KMI | Kinder Morgan, Inc. | 2.69% | Add +5.9% | 4,075,742 | $71.37M | $17.51 | |
| 19 | MRK | Merck & Co. Inc. | 2.68% | Add +1.6% | 669,280 | $71.2M | $106.39 | |
| 20 | HII | Huntington Ingalls Industries, Inc. | 2.67% | Add +0.3% | 342,569 | $70.92M | $207.02 | |
| 21 | BA | Boeing Company | 2.65% | Add +3.8% | 331,675 | $70.46M | $212.43 | |
| 22 | CLF | Cleveland-Cliffs Inc. | 2.64% | Reduce -2.1% | 3,834,810 | $70.29M | $18.33 | |
| 23 | AMAT | Applied Materials, Inc. | 2.63% | Reduce -4.4% | 568,971 | $69.89M | $122.83 | |
| 24 | VSCO | Victoria's Secret & Co | 2.55% | Reduce -14.3% | 1,986,788 | $67.85M | $34.15 | |
| 25 | LRCX | Lam Research Corporation | 2.46% | Add +30.5% | 123,375 | $65.4M | $530.12 | |
| 26 | FDX | FedEx Corporation | 2.41% | Reduce -15.3% | 279,968 | $63.97M | $228.49 | |
| 27 | BKR | Baker Hughes Company | 2.38% | Reduce -6.3% | 2,190,302 | $63.21M | $28.86 | |
| 28 | CAG | Conagra Brands, Inc. | 2.31% | Reduce -15.8% | 1,636,384 | $61.46M | $37.56 | |
| 29 | RHI | Robert Half International, Inc. | 2.20% | New | 724,151 | $58.34M | $80.57 | |
| 30 | PCAR | PACCAR Inc. | 2.13% | Reduce -14.1%1.5:1 split | 772,100 | $56.52M | $73.20 | |
| 31 | CSCO | Cisco Systems, Inc. | 2.08% | New | 1,057,542 | $55.28M | $52.27 | |
| 32 | KHC | The Kraft Heinz Company | 2.05% | New | 1,410,919 | $54.56M | $38.67 | |
| 33 | CNC | Centene Corporation | 2.04% | New | 856,468 | $54.14M | $63.21 | |
| 34 | HOLX | Hologic Inc. | 2.02% | Reduce -26.4% | 664,673 | $53.64M | $80.70 | |
| 35 | MU | Micron Technology, Inc. | 1.95% | Reduce -29.7% | 857,637 | $51.75M | $60.34 | |
| 42 | VNT | Vontier Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 41 | TPX | Tempur Sealy International | - | Sold | 0 | $0 | No quote | No quote |
| 40 | SIVBQ | SVB Financial Group | - | Sold | 0 | $0 | No quote | No quote |
| 39 | MS | Morgan Stanley | - | Sold | 0 | $0 | No quote | No quote |
| 38 | FRCB | First Republic Bank | - | Sold | 0 | $0 | No quote | No quote |
| 37 | BAC | Bank of America Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 36 | GOOGL | Alphabet Inc. Cl A | - | Sold | 0 | $0 | No quote | No quote |