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 27 of 39 rows. Rows without a quote are marked unavailable.
| 1 | C | CitiGroup, Inc. | 4.30% | Add +5.1% | 3,623,014 | $263.54M | $72.74 | No quote |
| 2 | BAC | Bank of America Corporatio | 4.19% | Add +12.1% | 10,121,051 | $256.47M | $25.34 | No quote |
| 3 | FDC | First Data Corporation | 3.62% | Reduce -1.8% | 12,294,211 | $221.79M | No quote | No quote |
| 4 | MRK | Merck & Co. Inc. | 3.50% | Add +6.7% | 3,351,152 | $214.57M | $64.03 | No quote |
| 5 | IP | International Paper Company | 3.36% | Add +7.8% | 3,624,456 | $205.94M | No quote | No quote |
| 6 | TMO | Thermo Fisher Scientific, | 3.35% | Reduce -1.7% | 1,082,464 | $204.8M | $189.20 | No quote |
| 7 | TTE | TOTAL S.A. - ADR | 3.32% | Reduce -1.9% | 3,799,343 | $203.34M | $53.52 | No quote |
| 8 | COF | Capital One Financial Corp | 3.26% | Reduce -14.4% | 2,360,838 | $199.87M | $84.66 | No quote |
| 9 | OXY | Occidental Petroleum Corporation | 3.26% | Reduce -8.3% | 3,107,127 | $199.51M | $64.21 | No quote |
| 10 | AR | Antero Resources Corporation | 3.23% | Add +5.6% | 9,932,900 | $197.67M | $19.90 | No quote |
| 11 | PFE | Pfizer Inc. | 3.11% | Add +12.3% | 5,338,219 | $190.57M | $35.70 | No quote |
| 12 | ORCL | Oracle Corporation | 3.02% | Add +8.0% | 3,822,453 | $184.82M | $48.35 | No quote |
| 13 | FLEX | Flex, Ltd. | 3.00% | Add +7.2% | 11,071,853 | $183.46M | $16.57 | No quote |
| 14 | BRK/B | Berkshire Hathaway, Inc. CCUSIP 084670702 | 2.99% | Reduce -4.5% | 997,356 | $182.84M | No quote | No quote |
| 15 | KEYS | Keysight Technologies, Inc. | 2.96% | Reduce -1.8% | 4,347,717 | $181.13M | $41.66 | No quote |
| 16 | WMT | Wal-Mart Stores, Inc. | 2.86% | Reduce -1.7% | 2,237,496 | $174.84M | $78.14 | No quote |
| 17 | ADI | Analog Devices Inc | 2.80% | Reduce -16.4% | 1,991,215 | $171.58M | $86.17 | No quote |
| 18 | MSFT | Microsoft Corporation | 2.71% | Reduce -19.5% | 2,228,440 | $166M | $74.49 | No quote |
| 19 | AMAT | Applied Materials | 2.64% | Reduce -8.2% | 3,105,309 | $161.76M | $52.09 | No quote |
| 20 | AON | Aon PLC | 2.64% | Reduce -1.8% | 1,106,583 | $161.67M | $146.10 | No quote |
| 21 | AGN | Allergan plc | 2.61% | Reduce -1.6% | 781,069 | $160.08M | No quote | No quote |
| 22 | PNR | Pentair plc | 2.51% | Reduce -1.7% | 2,264,529 | $153.9M | $67.96 | No quote |
| 23 | BP | BP PLC Sponsored ADR | 2.50% | Reduce -1.8% | 3,980,820 | $152.98M | $38.43 | No quote |
| 24 | VOD | Vodafone Group Plc ADR | 2.43% | Reduce -1.8% | 5,218,946 | $148.53M | No quote | No quote |
| 25 | DAL | Delta Air Lines Inc | 2.34% | Add +0.8% | 2,968,928 | $143.16M | $48.22 | No quote |
| 26 | EXC | Exelon Corporation | 2.33% | Reduce -0.2% | 3,786,713 | $142.65M | No quote | No quote |
| 27 | CBS | CBS Corporation | 2.31% | Add +32.8% | 2,440,353 | $141.54M | No quote | No quote |
| 28 | GOOGL | Alphabet Inc. Cl A | 2.30% | Reduce -1.8% | 144,568 | $140.77M | $973.72 | No quote |
| 29 | HPE | Hewlett Packard Enterprise | 2.29% | Reduce -1.1% | 9,528,965 | $140.17M | $14.71 | No quote |
| 30 | CB | Chubb Ltd | 2.26% | New | 971,453 | $138.48M | $142.55 | No quote |
| 31 | GT | The Goodyear Tire and Rubber Co | 2.19% | Add +38.7% | 4,023,929 | $133.8M | $33.25 | No quote |
| 32 | MMC | Marsh & McLennan Companies Inc. | 2.11% | Reduce -10.2% | 1,538,492 | $128.94M | No quote | No quote |
| 33 | GE | General Electric Company | 2.08% | Reduce -18.2% | 5,269,540 | $127.42M | $24.18 | No quote |
| 34 | CMCSA | Comcast Corporation Class A | 2.06% | Reduce -16.4% | 3,272,421 | $125.92M | $38.48 | No quote |
| 35 | MFGP | Micro Focus International | 2.03% | New | 3,898,012 | $124.35M | No quote | No quote |
| 36 | IVZ | Invesco Ltd. | 1.52% | Reduce -39.8% | 2,655,103 | $93.04M | $35.04 | No quote |
| 39 | WBA | Walgreens Boots Alliance, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 38 | LBTYK | Liberty Global plc - Series C | - | Sold | 0 | $0 | No quote | No quote |
| 37 | CPN | Calpine Corporation | - | Sold | 0 | $0 | No quote | No quote |