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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 39 rows. Rows without a quote are marked unavailable.

1ORCLOracle Corporation3.52%Reduce -1.3%4,753,568$212.06M$44.61No quote
2CCitiGroup, Inc.3.44%Reduce -2.1%3,459,681$206.96M$59.82No quote
3MRKMerck & Co. Inc.3.43%Reduce -2.0%3,247,674$206.36M$63.54No quote
4OXYOccidental Pertoleum Corp3.38%Add +22.5%3,216,111$203.77M$63.36No quote
5COFCapital One Financial Corp3.32%Add +4.8%2,309,459$200.14M$86.66No quote
6PFEPfizer Inc.3.30%Add +15.8%5,817,692$199.02M$34.21No quote
7HPEHewlett Packard Enterprise3.28%Add +7.4%8,330,980$197.44M$23.70No quote
8FDCFirst Data Corporation3.23%Reduce -1.2%12,561,031$194.7MNo quoteNo quote
9MSFTMicrosoft Corporation3.23%Add +28.5%2,952,532$194.45M$65.86No quote
10GEGeneral Electric Company3.16%Add +6.2%6,383,451$190.23M$29.80No quote
11BACBank of America Corporatio3.16%Reduce -16.0%8,057,360$190.07M$23.59No quote
12LBTYKLiberty Global plc - Series C3.11%Reduce -3.0%5,343,995$187.25M$35.04No quote
13ARAntero Resources Corp2.92%New7,708,542$175.83M$22.81No quote
14VODVodafone Group Plc ADR2.91%Add +8.9%6,620,681$174.99MNo quoteNo quote
15BRK/BBerkshire Hathaway, Inc. Cl BCUSIP 0846707022.90%Reduce -1.8%1,046,829$174.49MNo quoteNo quote
16WBAWalgreens Boots Alliance, Inc.2.85%Add +4.2%2,068,549$171.79MNo quoteNo quote
17IPInternational Paper Company2.84%Add +16.5%3,370,525$171.16MNo quoteNo quote
18ADIAnalog Devices Inc2.82%Reduce -2.1%2,070,953$169.72M$81.95No quote
19AGNAllergan plc2.77%Reduce -0.8%698,448$166.87MNo quoteNo quote
20WMTWal-Mart Stores, Inc.2.73%Add +7.7%2,284,073$164.64M$72.08No quote
21TMOThermo Fisher Scientific,2.73%Reduce -1.1%1,070,047$164.36M$153.60No quote
22CBSCBS Corporation2.73%Reduce -1.9%2,367,406$164.2MNo quoteNo quote
23TTETOTAL S.A. - ADR2.69%Add +11.8%3,207,482$161.72M$50.42No quote
24KEYSKeysight Technologies, Inc.2.66%Add +3.4%4,440,994$160.5M$36.14No quote
25AONAon PLC2.66%Reduce -1.4%1,351,114$160.36M$118.69No quote
26GOOGLAlphabet Inc. Cl A2.63%Reduce -4.3%186,696$158.28M$847.80No quote
27CMCSAComcast Corporation Class A2.62%Add +75.8%4,201,891$157.95M$37.59No quote
28IVZInvesco Ltd.2.62%Add +14.8%5,145,083$157.59M$30.63No quote
29AMATApplied Materials2.57%Reduce -20.2%3,976,052$154.67M$38.90No quote
30MMCMarsh & McLennan Companies Inc.2.52%Reduce -1.9%2,051,741$151.6MNo quoteNo quote
31FLEXFlex, Ltd.2.44%Reduce -19.0%8,757,178$147.12M$16.80No quote
32BPBP PLC Sponsored ADR2.33%Add +8.1%4,069,591$140.48M$34.52No quote
33EXCExelon Corporation2.27%Add +5.8%3,805,629$136.93MNo quoteNo quote
34PNRPentair plc2.21%New2,120,561$133.13M$62.78No quote
35CPNCalpine Corporation2.02%Reduce -19.0%11,037,205$121.96MNo quoteNo quote
36GOOGAlphabet Inc. Cl C0.01%-450$373K$828.89No quote
39TWXTime Warner, Inc.-Sold0$0No quoteNo quote
38PRGOPerrigo Company plc-Sold0$0No quoteNo quote
37AAgilent Technologies, Inc.-Sold0$0No quoteNo quote