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 30 of 40 rows. Rows without a quote are marked unavailable.
| 1 | C | CitiGroup, Inc. | 4.31% | Add +12.3% | 3,602,040 | $224.12M | $62.22 | No quote |
| 2 | BAC | Bank of America Corporation | 4.26% | Add +13.4% | 8,032,012 | $221.6M | $27.59 | No quote |
| 3 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 4.10% | Add +2.7% | 1,060,438 | $213.03M | No quote | No quote |
| 4 | MRK | Merck & Co. Inc. | 3.76% | Reduce -29.3% | 2,350,293 | $195.47M | $83.17 | No quote |
| 5 | AIG | American Intl Group, Inc. | 3.70% | Add +14.4% | 4,467,212 | $192.36M | $43.06 | No quote |
| 6 | COF | Capital One Financial Corp | 3.63% | Add +10.3% | 2,311,111 | $188.8M | $81.69 | No quote |
| 7 | CBS | CBS Corporation | 3.36% | Add +26.9% | 3,672,642 | $174.56M | No quote | No quote |
| 8 | CMCSA | Comcast Corporation Class A | 3.32% | Reduce -2.7% | 4,317,335 | $172.61M | $39.98 | No quote |
| 9 | DAL | Delta Air Lines, Inc. | 3.25% | Add +3.2% | 3,267,477 | $168.77M | $51.65 | No quote |
| 10 | SABR | Sabre Corporation | 3.14% | Reduce -4.1% | 7,635,367 | $163.32M | $21.39 | No quote |
| 11 | ALXN | Alexion Pharmaceuticals, Inc. | 3.08% | Add +13.7% | 1,183,624 | $160M | No quote | No quote |
| 12 | TTE | TOTAL S.A. - ADR | 3.02% | Add +13.5% | 2,817,795 | $156.81M | $55.65 | No quote |
| 13 | ETN | Eaton Corporation PLC | 2.88% | Reduce -3.8% | 1,861,639 | $149.97M | $80.56 | No quote |
| 14 | MSFT | Microsoft Corporation | 2.81% | Reduce -2.3% | 1,237,632 | $145.97M | $117.94 | No quote |
| 15 | AGN | Allergan plc | 2.80% | Reduce -2.1% | 993,319 | $145.43M | No quote | No quote |
| 16 | AMAT | Applied Materials | 2.78% | Reduce -2.7% | 3,645,664 | $144.59M | $39.66 | No quote |
| 17 | FDC | First Data Corporation | 2.78% | Reduce -43.8% | 5,492,857 | $144.3M | No quote | No quote |
| 18 | MDLZ | Mondelez International Inc | 2.76% | Reduce -18.5% | 2,873,477 | $143.44M | $49.92 | No quote |
| 19 | TMO | Thermo Fisher Scientific, | 2.71% | Reduce -1.1% | 514,728 | $140.89M | $273.72 | No quote |
| 20 | MMC | Marsh & McLennan Companies Inc. | 2.69% | Reduce -15.0% | 1,491,030 | $140.01M | No quote | No quote |
| 21 | PFE | Pfizer Inc. | 2.69% | Reduce -0.2% | 3,289,591 | $139.71M | $42.47 | No quote |
| 22 | CB | Chubb Ltd | 2.55% | Reduce -19.3% | 946,295 | $132.56M | $140.08 | No quote |
| 23 | NXPI | NXP Semiconductors NV | 2.54% | Add +7.7% | 1,491,511 | $131.84M | $88.39 | No quote |
| 24 | LEN | Lennar Corporation | 2.47% | Reduce -2.7% | 2,618,119 | $128.52M | $49.09 | No quote |
| 25 | GOOGL | Alphabet Inc. Cl A | 2.36% | Reduce -4.3% | 104,166 | $122.59M | $1176.89 | No quote |
| 26 | EXC | Exelon Corporation | 2.36% | Reduce -16.4% | 2,445,272 | $122.58M | No quote | No quote |
| 27 | NVT | nVent Electric PLC | 2.32% | Reduce -3.6% | 4,471,799 | $120.65M | $26.98 | No quote |
| 28 | EQT | EQT Corporation | 2.31% | Add +2.4% | 5,786,391 | $120.01M | $20.74 | No quote |
| 29 | GT | The Goodyear Tire & Rubber Co. | 2.30% | Add +4.6% | 6,578,014 | $119.39M | $18.15 | No quote |
| 30 | ELAN | Elanco Animal Health Inc. | 2.22% | New | 3,604,608 | $115.6M | $32.07 | No quote |
| 31 | AON | Aon PLC | 2.17% | Reduce -30.3% | 661,903 | $112.99M | $170.70 | No quote |
| 32 | WMT | Walmart Inc. | 2.10% | Reduce -33.7% | 1,120,911 | $109.32M | $97.53 | No quote |
| 33 | ST | Sensata Technologies Holdi | 2.02% | New | 2,336,177 | $105.18M | $45.02 | No quote |
| 34 | ETRN | Equitrans Midstream Corporation | 1.95% | Reduce -9.3% | 4,656,955 | $101.43M | No quote | No quote |
| 35 | SLB | Schlumberger Ltd. | 1.33% | Reduce -5.5% | 1,588,047 | $69.19M | $43.57 | No quote |
| 36 | AR | Antero Resources Corporation | 1.16% | Reduce -19.1% | 6,845,685 | $60.45M | $8.83 | No quote |
| 37 | BP | BP PLC Sponsored ADR | 0.01% | Add +78.3% | 10,700 | $468K | $43.74 | No quote |
| 38 | JBLU | JetBlue Airways Corporation | 0.00% | Add +15.4% | 13,500 | $221K | $16.37 | No quote |
| 40 | VOD | Vodafone Group Plc ADR | - | Sold | 0 | $0 | No quote | No quote |
| 39 | FLR | Fluor Corporation | - | Sold | 0 | $0 | No quote | No quote |