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 43 rows. Rows without a quote are marked unavailable.


1	ORCL	Oracle Corporation	4.32%	Reduce -12.5%	2,318,626	$138.42M	$59.70
2	CMCSA	Comcast Corporation Class A	3.46%	Reduce -25.1%	2,397,771	$110.92M	$46.26
3	CI	CIGNA Corporation	3.46%	Add +54.0%	653,776	$110.76M	$169.41
4	BAC	Bank of America Corporation	3.45%	Reduce -10.4%	4,584,116	$110.43M	$24.09
5	MS	Morgan Stanley	3.38%	Reduce -8.8%	2,235,887	$108.11M	$48.35
6	COF	Capital One Financial Corp	3.36%	Reduce -10.2%	1,495,189	$107.44M	$71.86
7	PRGO	Perrigo Company plc	3.14%	Reduce -8.3%	2,189,810	$100.53M	$45.91
8	PFE	Pfizer Inc.	3.09%	Reduce -22.6%	2,693,226	$98.84M	$36.70
9	C	CitiGroup, Inc.	2.99%	Reduce -10.9%	2,219,884	$95.7M	$43.11
10	Y	Alleghany Corporation	2.96%	Reduce -8.2%	181,876	$94.66M	No quote	No quote
11	CB	Chubb Limited	2.95%	Add +23.8%	813,857	$94.51M	$116.12
12	BRK/B	Berkshire Hathaway, Inc. Cl BCUSIP 084670702	2.92%	Reduce -34.2%	438,632	$93.4M	No quote	No quote
13	ST	Sensata Technologies Holdings plc	2.86%	Reduce -5.8%	2,119,726	$91.45M	$43.14
14	MRK	Merck & Co. Inc.	2.72%	Reduce -29.6%	1,048,956	$87.01M	$82.95
15	ETN	Eaton Corporation PLC	2.68%	Reduce -11.9%	841,051	$85.81M	$102.03
16	NXPI	NXP Semiconductors NV	2.66%	Add +8.5%	682,375	$85.17M	$124.81
17	AMAT	Applied Materials	2.66%	Add +14.3%	1,430,964	$85.07M	$59.45
18	ELAN	Elanco Animal Health Inc.	2.59%	Reduce -28.0%	2,971,851	$83M	$27.93
19	BX	The Blackstone Group Inc.	2.56%	Add +62.1%	1,568,401	$81.87M	$52.20
20	BKNG	Booking Holdings Inc.	2.54%	Add +66.9%	47,477	$81.22M	$1710.68
21	SIVBQ	SVB Financial Group	2.52%	Reduce -33.9%	335,011	$80.61M	No quote	No quote
22	LEN	Lennar Corporation	2.35%	Reduce -35.6%	922,412	$75.34M	$81.68
23	XRAY	Dentsply Sirona Inc.	2.34%	Add +14.9%	1,713,800	$74.94M	$43.73
24	UNH	UnitedHealth Group Inc.	2.30%	Reduce -23.6%	235,833	$73.53M	$311.77
25	MGA	Magna International Inc.	2.29%	Add +5.6%	1,600,259	$73.21M	$45.75
26	APTV	Aptiv PLC	2.26%	Reduce -8.5%	788,878	$72.32M	$91.68
27	FI	Fiserv, Inc.	2.23%	New	692,822	$71.4M	No quote	No quote
28	TMO	Thermo Fisher Scientific, Inc.	2.21%	Reduce -15.1%	160,052	$70.67M	$441.52
29	IP	International Paper Company	2.21%	New	1,741,597	$70.6M	No quote	No quote
30	WAB	Wabtec Corporation	2.20%	Reduce -8.4%	1,136,967	$70.36M	$61.88
31	WMT	Walmart Inc.	2.19%	Reduce -12.2%	501,402	$70.15M	$139.91
32	WHR	Whirlpool Corporation	2.17%	Reduce -45.9%	378,045	$69.52M	$183.89
33	CTRA	Cabot Oil & Gas Corporatio	2.14%	Reduce -8.4%	3,949,616	$68.57M	$17.36
34	FLEX	Flex Ltd.	2.13%	New	6,115,145	$68.12M	$11.14
35	HSIC	Henry Schein Inc.	2.02%	Reduce -23.6%	1,098,380	$64.56M	$58.78
36	EOG	EOG Resources, Inc.	1.93%	New	1,722,158	$61.89M	$35.94
37	GOOGL	Alphabet Inc. Cl A	1.89%	Reduce -12.2%	41,274	$60.49M	$1465.60
38	LRCX	Lam Research Corporation	1.87%	Reduce -37.9%	180,179	$59.77M	$331.75
39	VZ	Verizon Communications Inc.	0.03%	Reduce -98.7%	16,200	$964K	$59.51
40	ADI	Analog Devices, Inc.	0.02%	New	4,600	$537K	$116.74
43	MDLZ	Mondelez International Inc	-	Sold	0	$0	No quote	No quote
42	MSFT	Microsoft Corporation	-	Sold	0	$0	No quote	No quote
41	AON	Aon PLC	-	Sold	0	$0	No quote	No quote