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 2026-05-30 from SEC 13F data.
Live quotes available for 36 of 39 rows. Rows without a quote are marked unavailable.
| 1 | PVH | PVH Corp. | 4.24% | Reduce -3.9% | 1,001,563 | $122.31M | $122.12 | |
| 2 | FLEX | Flex Ltd. | 4.09% | Add +3.4% | 3,872,034 | $117.94M | $30.46 | |
| 3 | COF | Capital One Financial Corp | 3.86% | Reduce -2.1% | 848,495 | $111.25M | $131.12 | |
| 4 | WFC | Wells Fargo & Company | 3.86% | Reduce -1.9% | 2,258,842 | $111.18M | $49.22 | |
| 5 | GM | General Motors Company | 3.39% | Add +9.8% | 2,721,522 | $97.76M | $35.92 | |
| 6 | BA | Boeing Company | 3.36% | Reduce -0.4% | 371,498 | $96.83M | $260.66 | |
| 7 | MU | Micron Technology, Inc. | 3.24% | Reduce -2.1% | 1,096,241 | $93.55M | $85.34 | |
| 8 | TEVA | Teva Pharmaceutical Industries Ltd ADR | 3.23% | Add +12.6% | 8,919,234 | $93.12M | $10.44 | |
| 9 | FIS | Fidelity National Information Services | 3.20% | Add +23.2% | 1,534,490 | $92.18M | $60.07 | |
| 10 | HII | Huntington Ingalls Industries, Inc. | 3.18% | Reduce -3.3% | 353,064 | $91.67M | $259.64 | |
| 11 | VST | Vistra Corp. | 3.06% | Reduce -20.1% | 2,292,561 | $88.31M | $38.52 | |
| 12 | TTE | TotalEnergies SE ADR | 2.92% | Reduce -19.6% | 1,247,624 | $84.06M | $67.38 | |
| 13 | KMI | Kinder Morgan, Inc. | 2.88% | Add +5.3% | 4,703,034 | $82.96M | $17.64 | |
| 14 | CLF | Cleveland-Cliffs Inc. | 2.86% | Add +9.0% | 4,037,507 | $82.45M | $20.42 | |
| 15 | BBWI | Bath & Body Works, Inc. | 2.85% | Add +379.2% | 1,903,258 | $82.14M | $43.16 | |
| 16 | BRK-B | Berkshire Hathaway, Inc. Cl B | 2.84% | Add +13.1% | 229,820 | $81.97M | $356.66 | |
| 17 | CNC | Centene Corporation | 2.77% | Add +5.4% | 1,077,905 | $79.99M | $74.21 | |
| 18 | NXPI | NXP Semiconductors NV | 2.72% | Reduce -0.5% | 341,427 | $78.42M | $229.68 | |
| 19 | GEHC | GE HealthCare Technologies | 2.72% | Reduce -16.1% | 1,013,958 | $78.4M | $77.32 | |
| 20 | KHC | The Kraft Heinz Company | 2.69% | Add +5.4% | 2,099,660 | $77.65M | $36.98 | |
| 21 | ORCL | Oracle Corporation | 2.68% | Add +29.7% | 732,044 | $77.18M | $105.43 | |
| 22 | MRK | Merck & Co. Inc. | 2.65% | Reduce -0.2% | 701,723 | $76.5M | $109.02 | |
| 23 | WTW | Willis Towers Watson PLC | 2.54% | New | 303,419 | $73.18M | $241.20 | |
| 24 | HOLX | Hologic, Inc. | 2.48% | Add +7.8% | 998,822 | $71.37M | $71.45 | |
| 25 | AYI | Acuity Brands, Inc. | 2.47% | Reduce -3.0% | 347,544 | $71.19M | $204.83 | |
| 26 | ELV | Elevance Health, Inc. | 2.45% | Reduce -0.2% | 149,930 | $70.7M | $471.56 | |
| 27 | FDX | FedEx Corporation | 2.40% | Reduce -0.5% | 273,604 | $69.21M | $252.97 | |
| 28 | OGN | Organon & Company | 2.34% | Add +35.2% | 4,675,137 | $67.42M | $14.42 | |
| 29 | ADI | Analog Devices, Inc. | 2.33% | Reduce -0.6% | 338,823 | $67.28M | $198.56 | |
| 30 | AMAT | Applied Materials, Inc. | 2.14% | Reduce -2.5% | 380,535 | $61.67M | $162.07 | |
| 31 | PCAR | PACCAR Inc. | 2.12% | Reduce -5.3% | 627,382 | $61.26M | $97.65 | |
| 32 | LEN | Lennar Corporation | 2.05% | Reduce -19.3% | 396,979 | $59.17M | $149.04 | |
| 33 | CAH | Cardinal Health, Inc. | 1.98% | Reduce -25.8% | 567,720 | $57.23M | $100.80 | |
| 34 | CEG | Constellation Energy Corporation | 1.90% | Reduce -11.5% | 469,374 | $54.87M | $116.89 | |
| 35 | BKR | Baker Hughes Company | 1.88% | Reduce -0.2% | 1,585,720 | $54.2M | $34.18 | |
| 36 | PFE | Pfizer Inc. | 1.62% | Reduce -2.8% | 1,618,906 | $46.61M | $28.79 | |
| 39 | CAG | Conagra Brands, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 38 | CSCO | Cisco Systems, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 37 | AVTR | Avantor, Inc. | - | Sold | 0 | $0 | No quote | No quote |