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 34 of 42 rows. Rows without a quote are marked unavailable.


1	FLEX	Flex Ltd.	4.18%	Add +24.2%	8,402,374	$150.15M	$17.87
2	PRGO	Perrigo Company plc	3.80%	Add +25.1%	2,975,770	$136.44M	$45.85
3	VST	Vistra Corp.	3.56%	Add +6.0%	6,889,795	$127.81M	$18.55
4	Y	Alleghany Corporation	3.38%	Reduce -0.7%	181,982	$121.4M	No quote	No quote
5	CI	CIGNA Corporation	3.33%	Reduce -7.0%	504,544	$119.61M	$237.07
6	NXPI	NXP Semiconductors NV	3.24%	Add +46.4%	566,211	$116.48M	$205.72
7	MS	Morgan Stanley	3.17%	Reduce -4.7%	1,240,906	$113.78M	$91.69
8	COF	Capital One Financial Corp	2.94%	Reduce -24.4%	682,885	$105.64M	$154.69
9	FI	Fiserv, Inc.	2.93%	Add +8.9%	985,522	$105.34M	No quote	No quote
10	XRAY	Dentsply Sirona Inc.	2.90%	Add +19.9%	1,646,481	$104.16M	$63.26
11	MGA	Magna International Inc.	2.88%	Reduce -2.0%	1,118,149	$103.59M	$92.64
12	PFE	Pfizer Inc.	2.83%	Add +19.1%	2,599,378	$101.79M	$39.16
13	CAG	Conagra Brands, Inc.	2.71%	Add +9.9%	2,682,429	$97.59M	$36.38
14	WFC	Wells Fargo & Company	2.71%	New	2,152,119	$97.47M	$45.29
15	HSIC	Henry Schein Inc.	2.71%	Reduce -3.2%	1,313,074	$97.42M	$74.19
16	MRK	Merck & Co. Inc.	2.70%	Reduce -5.5%1.048:1 split	1,246,859	$96.97M	$77.77
17	BAC	Bank of America Corporation	2.67%	Reduce -30.1%	2,329,154	$96.03M	$41.23
18	CMCSA	Comcast Corporation Class A	2.63%	Reduce -0.4%	1,658,724	$94.58M	$57.02
19	ST	Sensata Technologies Holdings plc	2.61%	Reduce -1.0%	1,619,170	$93.86M	$57.97
20	ORCL	Oracle Corporation	2.56%	Reduce -34.8%	1,184,087	$92.17M	$77.84
21	RNR	RenaissanceRe Holdings	2.54%	New	613,812	$91.35M	$148.82
22	BRK/B	Berkshire Hathaway, Inc. Cl BCUSIP 084670702	2.52%	Reduce -36.1%	326,516	$90.75M	No quote	No quote
23	ELV	Anthem, Inc.	2.29%	Reduce -2.7%	216,091	$82.5M	$381.80
24	ELAN	Elanco Animal Health Inc.	2.23%	Reduce -0.8%	2,310,086	$80.14M	$34.69
25	GOOGL	Alphabet Inc. Cl A	2.19%	Reduce -0.7%	32,244	$78.73M	$2441.79
26	OGN	Organon & Company	2.06%	New	2,452,287	$74.21M	$30.26
27	WAB	Wabtec Corporation	2.06%	Reduce -4.4%	899,506	$74.03M	$82.30
28	CB	Chubb Limited	2.06%	Reduce -0.8%	465,276	$73.95M	$158.94
29	EOG	EOG Resources, Inc.	2.03%	Reduce -31.7%	872,706	$72.82M	$83.44
30	VNT	Vontier Corporation	2.02%	Reduce -0.3%	2,225,540	$72.51M	$32.58
31	IP	International Paper Company	2.01%	Reduce -24.6%	1,179,958	$72.34M	No quote	No quote
32	VZ	Verizon Communications Inc	2.00%	Reduce -0.7%	1,280,947	$71.77M	$56.03
33	ETN	Eaton Corporation PLC	1.96%	Reduce -3.3%	476,461	$70.6M	$148.18
34	LEN	Lennar Corporation	1.96%	Reduce -8.1%	709,204	$70.46M	$99.35
35	CTRA	Cabot Oil & Gas Corporatio	1.96%	Reduce -0.7%	4,033,029	$70.42M	$17.46
36	SIVBQ	SVB Financial Group	1.96%	Reduce -0.6%	126,445	$70.36M	No quote	No quote
37	BX	The Blackstone Group Inc.	1.95%	Reduce -28.2%	721,553	$70.09M	$97.14
38	BKR	Baker Hughes Company	1.90%	New	2,989,507	$68.37M	$22.87
39	UNH	UnitedHealth Group Inc.	1.87%	Reduce -0.8%	168,049	$67.29M	$400.44
42	WHR	Whirlpool Corporation	-	Sold	0	$0	No quote	No quote
41	C	CitiGroup, Inc.	-	Sold	0	$0	No quote	No quote
40	BKNG	Booking Holdings Inc.	-	Sold	0	$0	No quote	No quote