Harry Burn - Sound Shore
As of Q2 2026, Harry Burn reported 40 long-equity positions worth $3.25B in aggregate.
Copy-investor backtest
- 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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 26 of 41 rows. Rows without a quote are marked unavailable.
| 1 | BAC | Bank of America Corporatio | 3.65% | Reduce -20.6% | 9,587,123 | $211.88M | $22.10 | No quote |
| 2 | C | CitiGroup, Inc. | 3.62% | Reduce -12.0% | 3,534,611 | $210.06M | $59.43 | No quote |
| 3 | MRK | Merck & Co. Inc. | 3.36% | Reduce -2.1% | 3,314,952 | $195.15M | $58.87 | No quote |
| 4 | COF | Capital One Financial Corp | 3.31% | Reduce -16.7% | 2,204,082 | $192.28M | $87.24 | No quote |
| 5 | GE | General Electric Company | 3.27% | Reduce -2.1% | 6,012,718 | $190M | $31.60 | No quote |
| 6 | OXY | Occidental Pertoleum Corp | 3.22% | New | 2,624,473 | $186.94M | $71.23 | No quote |
| 7 | ORCL | Oracle Corporation | 3.19% | Add +11.2% | 4,814,664 | $185.12M | $38.45 | No quote |
| 8 | FDC | First Data Corporation | 3.10% | Add +8.8% | 12,714,780 | $180.42M | No quote | No quote |
| 9 | HPE | Hewlett Packard Enterprise | 3.09% | Add +9.3% | 7,759,370 | $179.55M | $23.14 | No quote |
| 10 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 2.99% | Reduce -1.4% | 1,066,425 | $173.81M | No quote | No quote |
| 11 | PRGO | Perrigo Company plc | 2.89% | New | 2,014,296 | $167.65M | $83.23 | No quote |
| 12 | CMCSA | Comcast Corporation Class A | 2.84% | Add +5.0% | 2,390,177 | $165.04M | $69.05 | No quote |
| 13 | WBA | Walgreens Boots Alliance, Inc. | 2.83% | Reduce -2.0% | 1,984,747 | $164.26M | No quote | No quote |
| 14 | LBTYK | Liberty Global plc - Series C | 2.82% | Add +5.8% | 5,512,279 | $163.72M | $29.70 | No quote |
| 15 | PFE | Pfizer Inc. | 2.81% | Reduce -1.2% | 5,022,125 | $163.12M | $32.48 | No quote |
| 16 | AMAT | Applied Materials | 2.77% | Reduce -2.2% | 4,981,850 | $160.76M | $32.27 | No quote |
| 17 | KEYS | Keysight Technologies, Inc. | 2.70% | Reduce -9.9% | 4,293,970 | $157.03M | $36.57 | No quote |
| 18 | CPN | Calpine Corporation | 2.68% | Add +46.7% | 13,628,594 | $155.78M | No quote | No quote |
| 19 | FLEX | Flex, Ltd. | 2.67% | Reduce -2.2% | 10,814,954 | $155.41M | $14.37 | No quote |
| 20 | GOOGL | Alphabet Inc. Cl A | 2.66% | Add +6.6% | 195,154 | $154.65M | $792.45 | No quote |
| 21 | CBS | CBS Corporation | 2.64% | Reduce -20.7% | 2,414,202 | $153.59M | No quote | No quote |
| 22 | ADI | Analog Devices Inc | 2.64% | Reduce -1.3% | 2,114,953 | $153.59M | $72.62 | No quote |
| 23 | IP | International Paper Company | 2.64% | Reduce -5.4% | 2,893,441 | $153.53M | No quote | No quote |
| 24 | AON | Aon PLC | 2.63% | Reduce -4.0% | 1,369,637 | $152.76M | $111.53 | No quote |
| 25 | TMO | Thermo Fisher Scientific, | 2.63% | Add +8.7% | 1,081,520 | $152.6M | $141.10 | No quote |
| 26 | VOD | Vodafone Group Plc ADR | 2.56% | Add +20.2% | 6,080,064 | $148.54M | No quote | No quote |
| 27 | AGN | Allergan plc | 2.55% | New | 704,404 | $147.93M | No quote | No quote |
| 28 | WMT | Wal-Mart Stores, Inc. | 2.52% | New | 2,121,819 | $146.66M | $69.12 | No quote |
| 29 | TTE | TOTAL S.A. - ADR | 2.52% | Reduce -21.8% | 2,869,571 | $146.26M | $50.97 | No quote |
| 30 | MSFT | Microsoft Corporation | 2.46% | Reduce -13.5% | 2,298,309 | $142.82M | $62.14 | No quote |
| 31 | MMC | Marsh & McLennan Companies Inc. | 2.43% | Add +23.3% | 2,090,751 | $141.31M | No quote | No quote |
| 32 | BP | BP PLC Sponsored ADR | 2.42% | Reduce -26.1% | 3,766,209 | $140.78M | $37.38 | No quote |
| 33 | IVZ | Invesco Ltd. | 2.34% | Add +18.3% | 4,481,747 | $135.98M | $30.34 | No quote |
| 34 | TWX | Time Warner, Inc. | 2.23% | Reduce -28.9% | 1,343,527 | $129.69M | No quote | No quote |
| 35 | EXC | Exelon Corporation | 2.20% | Reduce -23.9% | 3,597,327 | $127.67M | No quote | No quote |
| 36 | A | Agilent Technologies, Inc. | 2.13% | Add +9.8% | 2,722,153 | $124.02M | $45.56 | No quote |
| 37 | GOOG | Alphabet Inc. Cl C | 0.01% | Add +8.4% | 450 | $347K | $771.11 | No quote |
| 41 | TXN | Texas Instruments Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 40 | PG | Procter & Gamble Company | - | Sold | 0 | $0 | No quote | No quote |
| 39 | CIT | CIT Group Inc | - | Sold | 0 | $0 | No quote | No quote |
| 38 | AER | AerCap Holdings NV | - | Sold | 0 | $0 | No quote | No quote |