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.
| 1 | ORCL | Oracle Corporation | 3.52% | Reduce -1.3% | 4,753,568 | $212.06M | $44.61 | No quote |
| 2 | C | CitiGroup, Inc. | 3.44% | Reduce -2.1% | 3,459,681 | $206.96M | $59.82 | No quote |
| 3 | MRK | Merck & Co. Inc. | 3.43% | Reduce -2.0% | 3,247,674 | $206.36M | $63.54 | No quote |
| 4 | OXY | Occidental Pertoleum Corp | 3.38% | Add +22.5% | 3,216,111 | $203.77M | $63.36 | No quote |
| 5 | COF | Capital One Financial Corp | 3.32% | Add +4.8% | 2,309,459 | $200.14M | $86.66 | No quote |
| 6 | PFE | Pfizer Inc. | 3.30% | Add +15.8% | 5,817,692 | $199.02M | $34.21 | No quote |
| 7 | HPE | Hewlett Packard Enterprise | 3.28% | Add +7.4% | 8,330,980 | $197.44M | $23.70 | No quote |
| 8 | FDC | First Data Corporation | 3.23% | Reduce -1.2% | 12,561,031 | $194.7M | No quote | No quote |
| 9 | MSFT | Microsoft Corporation | 3.23% | Add +28.5% | 2,952,532 | $194.45M | $65.86 | No quote |
| 10 | GE | General Electric Company | 3.16% | Add +6.2% | 6,383,451 | $190.23M | $29.80 | No quote |
| 11 | BAC | Bank of America Corporatio | 3.16% | Reduce -16.0% | 8,057,360 | $190.07M | $23.59 | No quote |
| 12 | LBTYK | Liberty Global plc - Series C | 3.11% | Reduce -3.0% | 5,343,995 | $187.25M | $35.04 | No quote |
| 13 | AR | Antero Resources Corp | 2.92% | New | 7,708,542 | $175.83M | $22.81 | No quote |
| 14 | VOD | Vodafone Group Plc ADR | 2.91% | Add +8.9% | 6,620,681 | $174.99M | No quote | No quote |
| 15 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 2.90% | Reduce -1.8% | 1,046,829 | $174.49M | No quote | No quote |
| 16 | WBA | Walgreens Boots Alliance, Inc. | 2.85% | Add +4.2% | 2,068,549 | $171.79M | No quote | No quote |
| 17 | IP | International Paper Company | 2.84% | Add +16.5% | 3,370,525 | $171.16M | No quote | No quote |
| 18 | ADI | Analog Devices Inc | 2.82% | Reduce -2.1% | 2,070,953 | $169.72M | $81.95 | No quote |
| 19 | AGN | Allergan plc | 2.77% | Reduce -0.8% | 698,448 | $166.87M | No quote | No quote |
| 20 | WMT | Wal-Mart Stores, Inc. | 2.73% | Add +7.7% | 2,284,073 | $164.64M | $72.08 | No quote |
| 21 | TMO | Thermo Fisher Scientific, | 2.73% | Reduce -1.1% | 1,070,047 | $164.36M | $153.60 | No quote |
| 22 | CBS | CBS Corporation | 2.73% | Reduce -1.9% | 2,367,406 | $164.2M | No quote | No quote |
| 23 | TTE | TOTAL S.A. - ADR | 2.69% | Add +11.8% | 3,207,482 | $161.72M | $50.42 | No quote |
| 24 | KEYS | Keysight Technologies, Inc. | 2.66% | Add +3.4% | 4,440,994 | $160.5M | $36.14 | No quote |
| 25 | AON | Aon PLC | 2.66% | Reduce -1.4% | 1,351,114 | $160.36M | $118.69 | No quote |
| 26 | GOOGL | Alphabet Inc. Cl A | 2.63% | Reduce -4.3% | 186,696 | $158.28M | $847.80 | No quote |
| 27 | CMCSA | Comcast Corporation Class A | 2.62% | Add +75.8% | 4,201,891 | $157.95M | $37.59 | No quote |
| 28 | IVZ | Invesco Ltd. | 2.62% | Add +14.8% | 5,145,083 | $157.59M | $30.63 | No quote |
| 29 | AMAT | Applied Materials | 2.57% | Reduce -20.2% | 3,976,052 | $154.67M | $38.90 | No quote |
| 30 | MMC | Marsh & McLennan Companies Inc. | 2.52% | Reduce -1.9% | 2,051,741 | $151.6M | No quote | No quote |
| 31 | FLEX | Flex, Ltd. | 2.44% | Reduce -19.0% | 8,757,178 | $147.12M | $16.80 | No quote |
| 32 | BP | BP PLC Sponsored ADR | 2.33% | Add +8.1% | 4,069,591 | $140.48M | $34.52 | No quote |
| 33 | EXC | Exelon Corporation | 2.27% | Add +5.8% | 3,805,629 | $136.93M | No quote | No quote |
| 34 | PNR | Pentair plc | 2.21% | New | 2,120,561 | $133.13M | $62.78 | No quote |
| 35 | CPN | Calpine Corporation | 2.02% | Reduce -19.0% | 11,037,205 | $121.96M | No quote | No quote |
| 36 | GOOG | Alphabet Inc. Cl C | 0.01% | - | 450 | $373K | $828.89 | No quote |
| 39 | TWX | Time Warner, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 38 | PRGO | Perrigo Company plc | - | Sold | 0 | $0 | No quote | No quote |
| 37 | A | Agilent Technologies, Inc. | - | Sold | 0 | $0 | No quote | No quote |