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AlphaBaseline
Focused investors/Harry Burn

Harry Burn - Sound Shore

As of Q2 2026, Harry Burn reported 40 long-equity positions worth $3.25B in aggregate.

Copy-investor backtest

Full auditCompare with peers
Latest quarter
+6.39%
1-year
+29.18%
3-year
+64.21%
5-year
+76.25%
3-year vs S&P 500
-9.09%
5-year vs S&P 500
+1.39%
5-year top 5
+123.64%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Healthcare: 23.7% ($768.65M)Industrials: 20.3% ($660.17M)Consumer Cyclical: 12.5% ($407.18M)Financial Services: 11.6% ($377.97M)Technology: 11.3% ($366.96M)Communication Services: 8.0% ($258.61M)Energy: 7.3% ($237.98M)Utilities: 5.2% ($170.28M)

Sector breakdown

  • Healthcare(9)23.7%
  • Industrials(7)20.3%
  • Consumer Cyclical(6)12.5%
  • Financial Services(4)11.6%
  • Technology(5)11.3%
  • Communication Services(3)8.0%
  • Energy(4)7.3%
  • Utilities(2)5.2%