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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 35 of 45 rows. Rows without a quote are marked unavailable.


1	ORCL	Oracle Corporation	4.51%	Add +10.6%	2,649,050	$146.41M	$55.27
2	PRGO	Perrigo Company plc	4.07%	Reduce -3.7%	2,388,971	$132.04M	$55.27
3	C	CitiGroup, Inc.	3.92%	Add +52.0%	2,492,384	$127.36M	$51.10
4	CMCSA	Comcast Corporation Class A	3.84%	Reduce -5.3%	3,199,979	$124.74M	$38.98
5	BAC	Bank of America Corporation	3.74%	Add +49.2%	5,114,016	$121.46M	$23.75
6	BRK/B	Berkshire Hathaway, Inc. Cl BCUSIP 084670702	3.67%	Reduce -9.5%	666,376	$118.96M	No quote	No quote
7	MS	Morgan Stanley	3.65%	Reduce -27.3%	2,451,406	$118.4M	$48.30
8	MRK	Merck & Co. Inc.	3.55%	Reduce -11.0%	1,490,011	$115.22M	$77.33
9	PFE	Pfizer Inc.	3.50%	Add +3.5%	3,477,398	$113.71M	$32.70
10	SIVBQ	SVB Financial Group	3.37%	Reduce -13.7%	506,984	$109.27M	No quote	No quote
11	COF	Capital One Financial Corp	3.21%	Add +38.5%	1,665,130	$104.22M	$62.59
12	Y	Alleghany Corporation	2.99%	Add +55.5%	198,162	$96.93M	No quote	No quote
13	LRCX	Lam Research Corporation	2.89%	Add +41.7%	290,217	$93.87M	$323.46
14	UNH	UnitedHealth Group Inc.	2.80%	Reduce -13.3%	308,530	$91M	$294.95
15	WHR	Whirlpool Corporation	2.79%	New	698,458	$90.47M	$129.53
16	ELAN	Elanco Animal Health Inc.	2.73%	Add +8.3%	4,126,497	$88.51M	$21.45
17	LEN	Lennar Corporation	2.72%	Reduce -43.0%	1,433,293	$88.32M	$61.62
18	HSIC	Henry Schein Inc.	2.59%	Add +32.2%	1,437,167	$83.92M	$58.39
19	ST	Sensata Technologies Holdings plc	2.58%	Reduce -32.4%	2,250,720	$83.79M	$37.23
20	ETN	Eaton Corporation PLC	2.57%	Add +20.3%	954,384	$83.49M	$87.48
21	CB	Chubb Limited	2.56%	New	657,217	$83.22M	$126.62
22	MDLZ	Mondelez International Inc	2.53%	Reduce -20.8%	1,606,857	$82.16M	$51.13
23	CI	CIGNA Corporation	2.46%	Add +2.4%	424,595	$79.68M	$187.65
24	AMAT	Applied Materials	2.33%	Reduce -1.4%	1,252,387	$75.71M	$60.45
25	CTRA	Cabot Oil & Gas Corporatio	2.28%	New	4,311,416	$74.07M	$17.18
26	NXPI	NXP Semiconductors NV	2.21%	Reduce -10.7%	629,055	$71.74M	$114.04
27	WAB	Wabtec Corporation	2.20%	New	1,241,177	$71.46M	$57.57
28	VZ	Verizon Communications Inc.	2.17%	Reduce -8.0%	1,278,127	$70.46M	$55.13
29	WMT	Walmart Inc.	2.11%	Reduce -29.1%	571,043	$68.4M	$119.78
30	TMO	Thermo Fisher Scientific, Inc.	2.10%	Reduce -40.5%	188,409	$68.27M	$362.34
31	MGA	Magna International Inc.	2.08%	New	1,515,921	$67.5M	$44.53
32	APTV	Aptiv PLC	2.07%	Reduce -1.1%	862,549	$67.21M	$77.92
33	GOOGL	Alphabet Inc. Cl A	2.05%	Reduce -35.5%	47,012	$66.67M	$1418.04
34	XRAY	Dentsply Sirona Inc.	2.03%	New	1,491,745	$65.73M	$44.06
35	BX	The Blackstone Group Inc.	1.69%	New	967,232	$54.8M	$56.66
36	BKNG	Booking Holdings Inc.	1.40%	New	28,439	$45.29M	$1592.36
37	MSFT	Microsoft Corporation	0.01%	Reduce -99.7%	1,450	$295K	$203.45
38	AON	Aon PLC	0.01%	Reduce -99.7%	1,150	$221K	$192.17
45	WFC	Wells Fargo & Company	-	Sold	0	$0	No quote	No quote
44	TTE	TOTAL S.A. - ADR	-	Sold	0	$0	No quote	No quote
43	PKG	Packaging Corporation of America	-	Sold	0	$0	No quote	No quote
42	CSCO	Cisco Systems, Inc.	-	Sold	0	$0	No quote	No quote
41	CVX	Chevron Corporation	-	Sold	0	$0	No quote	No quote
40	BP	BP PLC Sponsored ADR	-	Sold	0	$0	No quote	No quote
39	ADI	Analog Devices, Inc.	-	Sold	0	$0	No quote	No quote