Harry Burn - Sound Shore
As of Q1 2026, Harry Burn reported 40 long-equity positions worth $2.98B in aggregate.
Copy-investor backtest
- Latest quarter
- +1.56%
- 1-year
- +30.50%
- 3-year
- +65.35%
- 3-year top 5
- +101.70%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
Get email alerts when Harry Burn files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 30 of 39 rows. Rows without a quote are marked unavailable.
| 1 | VST | Vistra Corp. | 4.63% | Add +0.3% | 5,455,514 | $114.57M | $21.00 | |
| 2 | WFC | Wells Fargo & Company | 4.27% | Add +1.7% | 2,621,225 | $105.43M | $40.22 | |
| 3 | PRGO | Perrigo Company plc | 4.13% | Add +1.0% | 2,864,433 | $102.15M | No quote | No quote |
| 4 | FLEX | Flex Ltd. | 3.85% | Reduce -16.3% | 5,719,223 | $95.28M | $16.66 | |
| 5 | NXPI | NXP Semiconductors NV | 3.51% | Add +0.4% | 587,377 | $86.64M | $147.51 | |
| 6 | BRK/B | Berkshire Hathaway, Inc. Cl BCUSIP 084670702 | 3.49% | Add +33.3% | 322,987 | $86.24M | No quote | No quote |
| 7 | PCAR | PACCAR, Inc. | 3.42% | Reduce -12.5% | 1,009,627 | $84.5M | $83.69 | |
| 8 | ORCL | Oracle Corporation | 3.40% | Add +0.7% | 1,375,758 | $84.02M | $61.07 | |
| 9 | SIVBQ | SVB Financial Group | 3.37% | Add +6.5% | 248,087 | $83.3M | No quote | No quote |
| 10 | COF | Capital One Financial Corp | 3.32% | Add +28.3% | 889,275 | $81.96M | $92.17 | |
| 11 | KMI | Kinder Morgan, Inc. | 3.26% | Add +3.1% | 4,842,610 | $80.58M | $16.64 | |
| 12 | LEN | Lennar Corporation | 3.24% | Reduce -23.2% | 1,074,989 | $80.14M | $74.55 | |
| 13 | FRCB | First Republic Bank | 3.20% | Add +53.9% | 606,759 | $79.21M | No quote | No quote |
| 14 | BKR | Baker Hughes Company | 3.15% | Add +63.4% | 3,711,301 | $77.79M | $20.96 | |
| 15 | PFE | Pfizer Inc. | 3.12% | Add +46.0% | 1,761,806 | $77.1M | $43.76 | |
| 16 | PVH | PVH Corp. | 3.01% | Add +0.4% | 1,658,302 | $74.29M | $44.80 | |
| 17 | VSCO | Victoria's Secret & Co | 2.88% | Reduce -10.5% | 2,441,159 | $71.09M | $29.12 | |
| 18 | CAH | Cardinal Health, Inc. | 2.77% | Reduce -25.8% | 1,025,695 | $68.39M | $66.68 | |
| 19 | CAG | Conagra Brands, Inc. | 2.75% | Add +0.8% | 2,080,237 | $67.88M | $32.63 | |
| 20 | GM | General Motors Company | 2.68% | Add +10.6% | 2,067,198 | $66.34M | $32.09 | |
| 21 | TPX | Tempur Sealy International | 2.67% | Reduce -10.0% | 2,738,454 | $66.11M | No quote | No quote |
| 22 | CLF | Cleveland-Cliffs Inc. | 2.63% | New | 4,829,215 | $65.05M | $13.47 | |
| 23 | HOLX | Hologic Inc. | 2.52% | Add +0.6% | 964,226 | $62.21M | $64.52 | |
| 24 | OGN | Organon & Company | 2.43% | Add +0.6% | 2,563,291 | $59.98M | $23.40 | |
| 25 | MRK | Merck & Co. Inc. | 2.33% | Add +0.8% | 668,158 | $57.54M | $86.12 | |
| 26 | HII | Huntington Ingalls Industries, Inc. | 2.17% | New | 242,655 | $53.75M | $221.50 | |
| 27 | ELAN | Elanco Animal Health Inc. | 2.07% | Add +1.9% | 4,131,801 | $51.28M | $12.41 | |
| 28 | VNT | Vontier Corporation | 2.07% | Reduce -8.8% | 3,064,349 | $51.21M | $16.71 | |
| 29 | MS | Morgan Stanley | 2.07% | Reduce -44.6% | 646,122 | $51.05M | $79.01 | |
| 30 | AMAT | Applied Materials, Inc. | 2.06% | Reduce -16.8% | 622,573 | $51.01M | $81.93 | |
| 31 | MU | Micron Technology, Inc. | 2.05% | New | 1,009,619 | $50.58M | $50.10 | |
| 32 | BAC | Bank of America Corporation | 2.00% | Add +1.7% | 1,635,049 | $49.38M | $30.20 | |
| 33 | GOOGL | Alphabet Inc. Cl A | 1.98% | Add +0.5%20:1 split | 512,361 | $49.01M | $95.65 | |
| 34 | FDX | FedEx Corporation | 1.92% | Add +4.6% | 319,399 | $47.42M | $148.47 | |
| 35 | CTRA | Coterra Energy, Inc. | 1.59% | Reduce -32.0% | 1,506,901 | $39.36M | $26.12 | |
| 39 | VZ | Verizon Communications Inc | - | Sold | 0 | $0 | No quote | No quote |
| 38 | IP | International Paper Company | - | Sold | 0 | $0 | No quote | No quote |
| 37 | ELV | Elevance Health Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 36 | Y | Alleghany Corporation | - | Sold | 0 | $0 | No quote | No quote |