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 2026-05-10 from SEC 13F data.
Live quotes available for 38 of 40 rows. Rows without a quote are marked unavailable.
| 1 | TTE | TotalEnergies SE ADR | 3.91% | Add +30.2% | 1,551,641 | $102.04M | $65.76 | |
| 2 | FLEX | Flex Ltd. | 3.87% | Reduce -19.6% | 3,743,268 | $100.99M | $26.98 | |
| 3 | VST | Vistra Corp. | 3.64% | Reduce -34.8% | 2,869,177 | $95.2M | $33.18 | |
| 4 | WFC | Wells Fargo & Company | 3.60% | Reduce -0.4% | 2,303,746 | $94.13M | $40.86 | |
| 5 | AVTR | Avantor, Inc. | 3.22% | Add +19.1% | 3,989,327 | $84.1M | $21.08 | |
| 6 | COF | Capital One Financial Corp | 3.22% | Reduce -0.4% | 866,496 | $84.09M | $97.05 | |
| 7 | GEHC | GE HealthCare Technologies | 3.15% | Add +21.8% | 1,209,168 | $82.27M | $68.04 | |
| 8 | GM | General Motors Company | 3.13% | Add +20.6% | 2,477,454 | $81.68M | $32.97 | |
| 9 | TEVA | Teva Pharmaceutil Industries Ltd ADR | 3.09% | New | 7,920,712 | $80.79M | $10.20 | |
| 10 | PVH | PVH Corp. | 3.05% | Reduce -0.4% | 1,042,398 | $79.75M | $76.51 | |
| 11 | MU | Micron Technology, Inc. | 2.92% | Add +36.4% | 1,119,863 | $76.18M | $68.03 | |
| 12 | HII | Huntington Ingalls Industries, Inc. | 2.86% | Reduce -0.4% | 365,105 | $74.69M | $204.58 | |
| 13 | KMI | Kinder Morgan, Inc. | 2.84% | Add +11.0% | 4,467,037 | $74.06M | $16.58 | |
| 14 | FDX | FedEx Corporation | 2.79% | Reduce -15.3% | 274,890 | $72.82M | $264.92 | |
| 15 | MRK | Merck & Co. Inc. | 2.77% | Reduce -6.3% | 703,293 | $72.4M | $102.95 | |
| 16 | BA | Boeing Company | 2.74% | Add +9.9% | 373,084 | $71.51M | $191.68 | |
| 17 | BRK-B | Berkshire Hathaway, Inc. Cl B | 2.72% | Reduce -25.7% | 203,141 | $71.16M | $350.30 | |
| 18 | CNC | Centene Corporation | 2.70% | Reduce -0.5% | 1,022,400 | $70.42M | $68.88 | |
| 19 | FIS | Fidelity National Information Services | 2.64% | Add +18.5% | 1,245,291 | $68.83M | $55.27 | |
| 20 | NXPI | NXP Semiconductors NV | 2.63% | Reduce -33.4% | 342,962 | $68.56M | $199.92 | |
| 21 | KHC | The Kraft Heinz Company | 2.57% | Add +34.0% | 1,991,764 | $67M | $33.64 | |
| 22 | CAH | Cardinal Health, Inc. | 2.54% | Add +26.1% | 765,334 | $66.45M | $86.82 | |
| 23 | ELV | Elevance Health, Inc. | 2.50% | Add +27.9% | 150,177 | $65.39M | $435.42 | |
| 24 | HOLX | Hologic Inc. | 2.46% | Add +43.3% | 926,165 | $64.28M | $69.40 | |
| 25 | AYI | Acuity Brands, Inc. | 2.34% | New | 358,179 | $61M | $170.31 | |
| 26 | OGN | Organon & Company | 2.30% | Reduce -8.5% | 3,458,615 | $60.04M | $17.36 | |
| 27 | ORCL | Oracle Corporation | 2.29% | Reduce -0.5% | 564,515 | $59.79M | $105.92 | |
| 28 | ADI | Analog Devices, Inc. | 2.28% | Reduce -0.4% | 340,732 | $59.66M | $175.09 | |
| 29 | CEG | Constellation Energy Corporation | 2.22% | Reduce -41.7% | 530,594 | $57.88M | $109.08 | |
| 30 | CLF | Cleveland-Cliffs Inc. | 2.22% | Reduce -11.7% | 3,702,768 | $57.87M | $15.63 | |
| 31 | PCAR | PACCAR Inc. | 2.16% | Reduce -11.0% | 662,121 | $56.29M | $85.02 | |
| 32 | BKR | Baker Hughes Company | 2.15% | Reduce -24.9% | 1,588,700 | $56.11M | $35.32 | |
| 33 | PFE | Pfizer Inc. | 2.12% | Reduce -7.1% | 1,665,647 | $55.25M | $33.17 | |
| 34 | LEN | Lennar Corporation | 2.11% | Add +9.9% | 491,786 | $55.19M | $112.23 | |
| 35 | CSCO | Cisco Systems, Inc. | 2.10% | Reduce -23.0% | 1,018,729 | $54.77M | $53.76 | |
| 36 | AMAT | Applied Materials, Inc. | 2.07% | Reduce -0.5% | 390,197 | $54.02M | $138.45 | |
| 37 | CAG | Conagra Brands, Inc. | 1.60% | Reduce -5.8% | 1,522,008 | $41.73M | $27.42 | |
| 38 | BBWI | Bath & Body Works, Inc. | 0.51% | New | 397,148 | $13.42M | $33.80 | |
| 40 | RHHBY | Roche Holdings LTD - Spons ADR | - | Sold | 0 | $0 | No quote | No quote |
| 39 | RHI | Robert Half International, Inc. | - | Sold | 0 | $0 | No quote | No quote |