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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 28 of 42 rows. Rows without a quote are marked unavailable.

1BACBank of America Corporatio4.51%Reduce -0.8%10,035,213$296.24M$29.52No quote
2CCitiGroup, Inc.4.08%Reduce -0.8%3,595,520$267.54M$74.41No quote
3COFCapital One Financial Corp3.63%Add +1.2%2,389,822$237.98M$99.58No quote
4IPInternational Paper Company3.53%Add +10.4%4,000,234$231.77MNo quoteNo quote
5OXYOccidental Petroleum Corporation3.32%Reduce -4.7%2,961,443$218.14M$73.66No quote
6PFEPfizer Inc.3.22%Add +9.5%5,843,013$211.63M$36.22No quote
7TTETOTAL S.A. - ADR3.22%Add +0.5%3,819,222$211.13M$55.28No quote
8FDCFirst Data Corporation3.17%Add +1.4%12,466,524$208.32MNo quoteNo quote
9ARAntero Resources Corporation3.13%Add +8.7%10,799,117$205.18M$19.00No quote
10MRKMerck & Co. Inc.3.12%Add +8.5%3,637,248$204.67M$56.27No quote
11FLEXFlex, Ltd.3.08%Add +1.4%11,221,218$201.87M$17.99No quote
12BRK/BBerkshire Hathaway, Inc. CCUSIP 0846707022.95%Reduce -2.1%976,693$193.6MNo quoteNo quote
13FLRFluor Corporation2.89%New3,666,689$189.38M$51.65No quote
14WMTWal-Mart Stores, Inc.2.87%Reduce -14.7%1,908,935$188.51M$98.75No quote
15DALDelta Air Lines Inc2.86%Add +12.9%3,353,100$187.77M$56.00No quote
16CBChubb Ltd2.85%Add +31.6%1,278,154$186.78M$146.13No quote
17TMOThermo Fisher Scientific,2.83%Reduce -9.8%976,959$185.51M$189.88No quote
18VODVodafone Group Plc ADR2.82%Add +11.3%5,810,869$185.37MNo quoteNo quote
19ORCLOracle Corporation2.80%Add +1.6%3,881,729$183.53M$47.28No quote
20METMetLife Inc.2.73%New3,548,474$179.41M$50.56No quote
21PNRPentair plc2.71%Add +11.3%2,521,049$178.04M$70.62No quote
22CBSCBS Corporation2.70%Add +23.0%3,001,274$177.08MNo quoteNo quote
23MSFTMicrosoft Corporation2.60%Reduce -10.4%1,997,505$170.87M$85.54No quote
24INTCIntel Corporation2.60%New3,701,413$170.86M$46.16No quote
25GTThe Goodyear Tire and Rubber Co2.50%Add +26.1%5,075,414$163.99M$32.31No quote
26KEYSKeysight Technologies, Inc.2.47%Reduce -10.3%3,901,826$162.32M$41.60No quote
27BPBP PLC Sponsored ADR2.46%Reduce -3.3%3,848,012$161.73M$42.03No quote
28AMATApplied Materials2.37%Reduce -2.1%3,040,235$155.42M$51.12No quote
29GOOGLAlphabet Inc. Cl A2.35%Add +1.2%146,351$154.17M$1053.40No quote
30AONAon PLC2.24%Reduce -0.9%1,096,031$146.87M$134.00No quote
31MFGPMicro Focus International2.02%Add +1.3%3,947,161$132.59MNo quoteNo quote
32EXCExelon Corporation1.98%Reduce -12.8%3,302,427$130.15MNo quoteNo quote
33MUMicron Technology Inc.1.93%New3,079,248$126.62M$41.12No quote
34MMCMarsh & McLennan Companies Inc.1.92%Add +0.8%1,549,997$126.15MNo quoteNo quote
35SABRSabre Corporation1.78%New5,714,497$117.15M$20.50No quote
36FCXFreeport-McMoRan Inc.1.75%New6,070,138$115.09M$18.96No quote
42IVZInvesco Ltd.-Sold0$0No quoteNo quote
41HPEHewlett Packard Enterprise-Sold0$0No quoteNo quote
40GEGeneral Electric Company-Sold0$0No quoteNo quote
39CMCSAComcast Corporation Class A-Sold0$0No quoteNo quote
38ADIAnalog Devices Inc-Sold0$0No quoteNo quote
37AGNAllergan plc-Sold0$0No quoteNo quote