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.

Get email alerts when Harry Burn files a new 13F — sign in or create a free account.

Filing period

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

Live quotes available for 33 of 41 rows. Rows without a quote are marked unavailable.


1	CI	CIGNA Corporation	3.83%	Reduce -8.7%	542,394	$131.12M	$241.74
2	BRK/B	Berkshire Hathaway, Inc. Cl BCUSIP 084670702	3.81%	Add +34.4%	510,790	$130.49M	No quote	No quote
3	BAC	Bank of America Corporation	3.77%	Reduce -30.1%	3,333,385	$128.97M	$38.69
4	ORCL	Oracle Corporation	3.72%	Reduce -6.7%	1,816,870	$127.49M	$70.17
5	FLEX	Flex Ltd.	3.62%	Add +8.4%	6,766,664	$123.9M	$18.31
6	VST	Vistra Corp.	3.35%	New	6,497,168	$114.87M	$17.68
7	COF	Capital One Financial Corp	3.35%	Reduce -33.5%	902,766	$114.86M	$127.23
8	Y	Alleghany Corporation	3.35%	Reduce -2.4%	183,263	$114.78M	No quote	No quote
9	FI	Fiserv, Inc.	3.15%	Add +24.2%	905,278	$107.76M	No quote	No quote
10	MS	Morgan Stanley	2.95%	Reduce -31.6%	1,301,417	$101.07M	$77.66
11	MGA	Magna International Inc.	2.93%	Reduce -17.8%	1,140,691	$100.43M	$88.04
12	MRK	Merck & Co. Inc.	2.83%	Reduce -6.7%	1,258,593	$97.03M	$77.09
13	PRGO	Perrigo Company plc	2.81%	Add +8.3%	2,379,620	$96.3M	$40.47
14	ST	Sensata Technologies Holdings plc	2.77%	Reduce -12.1%	1,635,036	$94.75M	$57.95
15	HSIC	Henry Schein Inc.	2.74%	Add +21.6%	1,356,150	$93.9M	$69.24
16	EOG	EOG Resources, Inc.	2.71%	Reduce -15.4%	1,277,012	$92.62M	$72.53
17	CAG	Conagra Brands, Inc.	2.68%	Add +19.0%	2,439,674	$91.73M	$37.60
18	CMCSA	Comcast Corporation Class A	2.63%	Reduce -19.9%	1,666,028	$90.15M	$54.11
19	XRAY	Dentsply Sirona Inc.	2.56%	Reduce -9.5%	1,372,773	$87.6M	$63.81
20	IP	International Paper Company	2.47%	Reduce -10.1%	1,565,194	$84.63M	No quote	No quote
21	ELV	Anthem, Inc.	2.33%	Add +0.3%	222,186	$79.75M	$358.95
22	PFE	Pfizer Inc.	2.31%	Reduce -2.9%	2,182,333	$79.07M	$36.23
23	LEN	Lennar Corporation	2.28%	Reduce -23.8%	771,547	$78.1M	$101.23
24	NXPI	NXP Semiconductors NV	2.27%	Reduce -10.8%	386,897	$77.9M	$201.34
25	CTRA	Cabot Oil & Gas Corporatio	2.23%	Reduce -6.2%	4,060,058	$76.25M	$18.78
26	VZ	Verizon Communications Inc	2.19%	New	1,289,975	$75.01M	$58.15
27	BX	The Blackstone Group Inc.	2.19%	Reduce -10.5%	1,004,912	$74.9M	$74.53
28	WAB	Wabtec Corporation	2.17%	Reduce -6.8%	940,744	$74.47M	$79.16
29	CB	Chubb Limited	2.16%	Add +2.4%	468,814	$74.06M	$157.97
30	WHR	Whirlpool Corporation	2.13%	Add +4.7%	330,665	$72.86M	$220.35
31	C	CitiGroup, Inc.	2.08%	Reduce -51.3%	980,935	$71.36M	$72.75
32	BKNG	Booking Holdings Inc.	2.01%	Reduce -27.0%	29,552	$68.85M	$2329.83
33	ELAN	Elanco Animal Health Inc.	2.00%	Reduce -6.8%	2,328,662	$68.58M	$29.45
34	ETN	Eaton Corporation PLC	1.99%	Reduce -7.6%	492,584	$68.12M	$138.28
35	VNT	Vontier Corporation	1.97%	New	2,232,694	$67.58M	$30.27
36	GOOGL	Alphabet Inc. Cl A	1.96%	Reduce -6.9%	32,472	$66.97M	$2062.52
37	UNH	UnitedHealth Group Inc.	1.84%	Reduce -6.4%	169,332	$63M	$372.07
38	SIVBQ	SVB Financial Group	1.83%	Reduce -30.9%	127,227	$62.81M	No quote	No quote
41	WMT	Walmart Inc.	-	Sold	0	$0	No quote	No quote
40	APTV	Aptiv PLC	-	Sold	0	$0	No quote	No quote
39	AMAT	Applied Materials	-	Sold	0	$0	No quote	No quote