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 34 of 46 rows. Rows without a quote are marked unavailable.
| 1 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 4.69% | Reduce -6.5% | 736,180 | $134.6M | No quote | No quote |
| 2 | MRK | Merck & Co. Inc. | 4.49% | Add +6.8% | 1,674,297 | $128.82M | $76.94 | |
| 3 | PRGO | Perrigo Company plc | 4.16% | Reduce -9.1% | 2,481,522 | $119.34M | $48.09 | |
| 4 | CMCSA | Comcast Corporation Class A | 4.05% | Add +26.3% | 3,379,149 | $116.18M | $34.38 | |
| 5 | ORCL | Oracle Corporation | 4.03% | Add +11.3% | 2,394,476 | $115.73M | $48.33 | |
| 6 | MS | Morgan Stanley | 3.99% | Reduce -3.0% | 3,369,641 | $114.57M | $34.00 | |
| 7 | PFE | Pfizer Inc. | 3.82% | Add +46.9% | 3,361,494 | $109.72M | $32.64 | |
| 8 | MDLZ | Mondelez International Inc | 3.54% | Add +33.5% | 2,029,614 | $101.64M | $50.08 | |
| 9 | ST | Sensata Technologies Holdings plc | 3.35% | Add +32.9% | 3,327,728 | $96.27M | $28.93 | |
| 10 | LEN | Lennar Corporation | 3.35% | Add +23.4% | 2,516,837 | $96.14M | $38.20 | |
| 11 | WMT | Walmart Inc. | 3.19% | Add +11.8% | 805,547 | $91.53M | $113.62 | |
| 12 | TMO | Thermo Fisher Scientific, Inc. | 3.13% | Reduce -11.6% | 316,933 | $89.88M | $283.60 | |
| 13 | SIVBQ | SVB Financial Group | 3.09% | Add +9.4% | 587,267 | $88.72M | No quote | No quote |
| 14 | UNH | UnitedHealth Group Inc. | 3.09% | Reduce -25.8% | 355,683 | $88.7M | $249.38 | |
| 15 | ELAN | Elanco Animal Health Inc. | 2.97% | Add +6.8% | 3,809,871 | $85.3M | $22.39 | |
| 16 | GOOGL | Alphabet Inc. Cl A | 2.95% | Reduce -3.3% | 72,835 | $84.63M | $1161.96 | |
| 17 | CVX | Chevron Corporation | 2.92% | Add +24.4% | 1,158,755 | $83.96M | $72.46 | |
| 18 | MSFT | Microsoft Corporation | 2.79% | Reduce -16.4% | 507,016 | $79.96M | $157.71 | |
| 19 | CSCO | Cisco Systems, Inc. | 2.61% | New | 1,906,144 | $74.93M | $39.31 | |
| 20 | VZ | Verizon Communications Inc. | 2.60% | New | 1,388,950 | $74.63M | $53.73 | |
| 21 | CI | CIGNA Corporation | 2.56% | New | 414,653 | $73.47M | $177.18 | |
| 22 | BAC | Bank of America Corporation | 2.53% | Reduce -5.4% | 3,427,833 | $72.77M | $21.23 | |
| 23 | Y | Alleghany Corporation | 2.45% | New | 127,452 | $70.4M | No quote | No quote |
| 24 | C | CitiGroup, Inc. | 2.40% | Reduce -21.8% | 1,639,191 | $69.04M | $42.12 | |
| 25 | ETN | Eaton Corporation PLC | 2.15% | Reduce -41.2% | 793,550 | $61.65M | $77.69 | |
| 26 | AON | Aon PLC | 2.13% | Reduce -10.7% | 369,894 | $61.05M | $165.04 | |
| 27 | COF | Capital One Financial Corp | 2.11% | Reduce -35.1% | 1,202,699 | $60.64M | $50.42 | |
| 28 | ADI | Analog Devices, Inc. | 2.07% | New | 664,102 | $59.54M | $89.65 | |
| 29 | TTE | TOTAL S.A. - ADR | 2.05% | Reduce -38.6% | 1,580,463 | $58.86M | $37.24 | |
| 30 | NXPI | NXP Semiconductors NV | 2.04% | Reduce -31.3% | 704,576 | $58.43M | $82.93 | |
| 31 | AMAT | Applied Materials | 2.03% | Reduce -31.6% | 1,269,788 | $58.18M | $45.82 | |
| 32 | HSIC | Henry Schein Inc. | 1.91% | New | 1,086,788 | $54.91M | $50.52 | |
| 33 | LRCX | Lam Research Corporation | 1.71% | New | 204,771 | $49.15M | $240.00 | |
| 34 | WFC | Wells Fargo & Company | 1.53% | New | 1,526,032 | $43.8M | $28.70 | |
| 35 | APTV | Aptiv PLC | 1.50% | New | 872,185 | $42.95M | $49.24 | |
| 36 | BP | BP PLC Sponsored ADR | 0.02% | Reduce -17.9% | 23,100 | $563K | $24.37 | |
| 37 | PKG | Packaging Corporation of America | 0.02% | New | 5,400 | $469K | $86.85 | |
| 46 | PARA | ViacomCBS Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 45 | SABR | Sabre Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 44 | MMC | Marsh & McLennan Companies Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 43 | JBLU | JetBlue Airways Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 42 | GM | General Motors Company | - | Sold | 0 | $0 | No quote | No quote |
| 41 | EQT | EQT Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 40 | DAL | Delta Air Lines, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 39 | CB | Chubb Ltd | - | Sold | 0 | $0 | No quote | No quote |
| 38 | AIG | American Intl Group, Inc. | - | Sold | 0 | $0 | No quote | No quote |