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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 2026-05-30 from SEC 13F data.

Live quotes available for 36 of 42 rows. Rows without a quote are marked unavailable.

1PVHPVH Corp.4.18%Reduce -5.2%949,566$133.52M$140.6152w: $69.27 - $140.75; reported $140.61
2WFCWells Fargo & Company3.88%Reduce -5.2%2,142,026$124.15M$57.9652w: $36.27 - $58.44; reported $57.96
3FLEXFlex Ltd.3.84%Reduce -16.4%1.327:1 split4,294,630$122.87M$28.6152w: $14.65 - $30.93; reported $28.61
4GMGeneral Motors Company3.76%Reduce -2.5%2,652,780$120.3M$45.3552w: $26.30 - $45.54; reported $45.35
5COFCapital One Financial Corp3.75%Reduce -5.1%805,591$119.94M$148.8952w: $83.93 - $149.28; reported $148.89
6FISFidelity National Information Services3.49%Reduce -2.1%1,502,649$111.47M$74.1852w: $46.91 - $74.75; reported $74.18
7TEVATeva Pharmaceutical Industries Ltd ADR3.31%Reduce -16.0%7,494,690$105.75M$14.1152w: $7.09 - $14.45; reported $14.11
8VSTVistra Corp.3.13%Reduce -37.4%1,435,872$100.01M$69.6552w: $22.67 - $73.05; reported $69.65
9BBWIBath & Body Works, Inc.2.97%Reduce -0.2%1,898,814$94.98M$50.0252w: $27.30 - $50.17; reported $50.02
10OGNOrganon & Company2.95%Add +7.5%5,024,748$94.47M$18.8052w: $10.84 - $24.79; reported $18.80
11CNCCentene Corporation2.88%Add +9.0%1,174,849$92.2M$78.4852w: $60.83 - $81.42; reported $78.48
12KHCThe Kraft Heinz Company2.86%Add +18.1%2,480,321$91.52M$36.9052w: $30.68 - $41.47; reported $36.90
13MRKMerck & Co. Inc.2.86%Reduce -1.2%693,292$91.48M$131.9552w: $99.14 - $133.10; reported $131.95
14KMIKinder Morgan, Inc.2.82%Add +4.4%4,907,966$90.01M$18.3452w: $15.89 - $18.43; reported $18.34
15BRK-BBerkshire Hathaway, Inc. Cl B2.78%Reduce -8.2%211,085$88.77M$420.5252w: $307.07 - $430.00; reported $420.52
16ORCLOracle Corporation2.73%Reduce -5.0%695,817$87.4M$125.6152w: $92.09 - $132.77; reported $125.61
17CLFCleveland-Cliffs Inc.2.73%Reduce -5.1%3,831,468$87.13M$22.7452w: $13.61 - $22.78; reported $22.74
18HOLXHologic, Inc.2.70%Add +11.0%1,108,527$86.42M$77.9652w: $64.02 - $87.88; reported $77.96
19BKRBaker Hughes Company2.61%Add +57.2%2,493,218$83.52M$33.5052w: $26.81 - $37.58; reported $33.50
20KRThe Kroger Co.2.56%New1,433,529$81.9M$57.1352w: $42.10 - $57.36; reported $57.13
21WTWWillis Towers Watson PLC2.55%Reduce -2.3%296,452$81.52M$275.0052w: $195.29 - $278.86; reported $275.00
22ELVElevance Health, Inc.2.51%Add +3.1%154,643$80.19M$518.5452w: $412.00 - $521.18; reported $518.54
23NXPINXP Semiconductors NV2.50%Reduce -5.6%322,341$79.87M$247.7752w: $155.31 - $264.26; reported $247.77
24FDXFedEx Corporation2.46%Reduce -0.9%271,042$78.53M$289.7452w: $172.29 - $234.71; reported $289.74
25CHKPCheckpoint Software Technologies2.44%New475,811$78.04M$164.0152w: $117.18 - $168.82; reported $164.01
26PRGOPerrigo Company PLC2.29%New2,273,819$73.19MNo quoteNo quote
27TTETotalEnergies SE ADR2.25%Reduce -16.4%1,042,815$71.78M$68.8352w: $54.94 - $69.63; reported $68.83
28PFEPfizer Inc.2.22%Add +57.9%2,556,232$70.94M$27.7552w: $25.61 - $42.22; reported $27.75
29LENLennar Corporation2.21%Add +3.6%411,279$70.73M$171.9852w: $97.73 - $167.08; reported $171.98
30PCARPACCAR Inc.2.11%Reduce -13.1%545,036$67.52M$123.8952w: $67.48 - $125.50; reported $123.89
31GEHCGE HealthCare Technologies2.09%Reduce -27.4%735,751$66.89M$90.9152w: $62.35 - $94.50; reported $90.91
32HIIHuntington Ingalls Industries, Inc.2.09%Reduce -35.0%229,309$66.84M$291.4752w: $188.51 - $299.50; reported $291.47
33CEGConstellation Energy Corporation2.08%Reduce -23.3%360,012$66.55M$184.8552w: $74.17 - $198.83; reported $184.85
34CFCF Industries Holding, Inc.2.04%New785,065$65.33M$83.2152w: $60.08 - $87.90; reported $83.21
35CAHCardinal Health, Inc.1.88%Reduce -5.5%536,567$60.04M$111.9052w: $75.49 - $116.04; reported $111.90
36AYIAcuity Brands, Inc.1.56%Reduce -46.5%186,126$50.02M$268.7352w: $149.30 - $270.95; reported $268.73
37GOLDBarrick Gold Corporation1.56%New3,005,689$50.01MNo quoteNo quote
38CVXChevron Corporation0.35%New71,840$11.33M$157.7452w: $139.62 - $172.88; reported $157.74
42MUMicron Technology, Inc.-Sold0$0No quoteNo quote
41BABoeing Company-Sold0$0No quoteNo quote
40AMATApplied Materials, Inc.-Sold0$0No quoteNo quote
39ADIAnalog Devices, Inc.-Sold0$0No quoteNo quote