Harry Burn - Sound Shore
As of Q1 2026, this manager reported 40 long-equity positions worth $2.98B in aggregate.
As of Q1 2026, Harry Burn's Sound Shore held 40 long-equity positions with a reported value of $2.98B.
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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 36 of 39 rows. Rows without a quote are marked unavailable.
| 1 | FLEX | Flex Ltd. | 4.74% | Reduce -6.3% | 4,657,438 | $128.73M | $27.64 | |
| 2 | VST | Vistra Corp. | 4.25% | Reduce -2.5% | 4,397,231 | $115.43M | $26.25 | |
| 3 | NXPI | NXP Semiconductors NV | 3.88% | Reduce -3.3% | 514,761 | $105.36M | $204.68 | |
| 4 | WFC | Wells Fargo & Company | 3.64% | Reduce -2.8% | 2,313,100 | $98.72M | $42.68 | |
| 5 | COF | Capital One Financial Corp | 3.51% | Reduce -1.3% | 869,836 | $95.13M | $109.37 | |
| 6 | BRK-B | Berkshire Hathaway, Inc. Cl B | 3.43% | Reduce -9.9% | 273,304 | $93.2M | $341.00 | |
| 7 | PVH | PVH Corp. | 3.28% | Reduce -2.7% | 1,046,570 | $88.93M | $84.97 | |
| 8 | MRK | Merck & Co. Inc. | 3.19% | Add +12.2% | 750,745 | $86.63M | $115.39 | |
| 9 | HII | Huntington Ingalls Industries, Inc. | 3.07% | Add +7.0% | 366,450 | $83.4M | $227.60 | |
| 10 | CEG | Constellation Energy Corporation | 3.07% | Reduce -1.4% | 910,578 | $83.36M | $91.55 | |
| 11 | GEHC | GE HealthCare Technologies | 2.97% | Reduce -1.2% | 992,919 | $80.66M | $81.24 | |
| 12 | FDX | FedEx Corporation | 2.97% | Add +15.9% | 324,557 | $80.46M | $247.90 | |
| 13 | GM | General Motors Company | 2.92% | Reduce -1.3% | 2,053,382 | $79.18M | $38.56 | |
| 14 | OGN | Organon & Company | 2.90% | Add +13.3% | 3,779,255 | $78.65M | $20.81 | |
| 15 | BA | Boeing Company | 2.64% | Add +2.4% | 339,578 | $71.71M | $211.16 | |
| 16 | CLF | Cleveland-Cliffs Inc. | 2.59% | Add +9.4% | 4,194,564 | $70.3M | $16.76 | |
| 17 | KMI | Kinder Morgan, Inc. | 2.55% | Reduce -1.3% | 4,024,050 | $69.29M | $17.22 | |
| 18 | CNC | Centene Corporation | 2.55% | Add +19.9% | 1,027,218 | $69.29M | $67.45 | |
| 19 | AVTR | Avantor, Inc. | 2.54% | Reduce -13.9% | 3,349,612 | $68.8M | $20.54 | |
| 20 | TTE | TotalEnergies SE ADR | 2.53% | Reduce -3.0% | 1,191,770 | $68.69M | $57.64 | |
| 21 | CSCO | Cisco Systems, Inc. | 2.52% | Add +25.1% | 1,322,701 | $68.44M | $51.74 | |
| 22 | ORCL | Oracle Corporation | 2.49% | Reduce -53.2% | 567,224 | $67.55M | $119.09 | |
| 23 | BKR | Baker Hughes Company | 2.46% | Reduce -3.4% | 2,115,183 | $66.86M | $31.61 | |
| 24 | ADI | Analog Devices, Inc. | 2.46% | New | 342,209 | $66.67M | $194.81 | |
| 25 | PFE | Pfizer Inc. | 2.42% | Reduce -26.5% | 1,792,547 | $65.75M | $36.68 | |
| 26 | PCAR | PACCAR Inc. | 2.29% | Reduce -3.6% | 743,984 | $62.23M | $83.65 | |
| 27 | FIS | Fidelity National Information Services | 2.12% | New | 1,050,900 | $57.48M | $54.70 | |
| 28 | CAH | Cardinal Health, Inc. | 2.12% | Reduce -40.5% | 606,871 | $57.39M | $94.57 | |
| 29 | AMAT | Applied Materials, Inc. | 2.09% | Reduce -31.1% | 392,001 | $56.66M | $144.54 | |
| 30 | LEN | Lennar Corporation | 2.07% | Reduce -46.8% | 447,287 | $56.05M | $125.31 | |
| 31 | RHHBY | Roche Holdings LTD - Spons ADR | 2.02% | New | 1,437,613 | $54.92M | No quote | No quote |
| 32 | CAG | Conagra Brands, Inc. | 2.01% | Reduce -1.3% | 1,614,841 | $54.45M | $33.72 | |
| 33 | RHI | Robert Half International, Inc. | 1.98% | Reduce -1.2% | 715,537 | $53.82M | $75.22 | |
| 34 | KHC | The Kraft Heinz Company | 1.95% | Add +5.4% | 1,486,801 | $52.78M | $35.50 | |
| 35 | HOLX | Hologic Inc. | 1.93% | Reduce -2.8% | 646,247 | $52.33M | $80.97 | |
| 36 | ELV | Elevance Health, Inc. | 1.92% | New | 117,387 | $52.15M | $444.29 | |
| 37 | MU | Micron Technology, Inc. | 1.91% | Reduce -4.3% | 821,160 | $51.82M | $63.11 | |
| 39 | VSCO | Victoria's Secret & Co | - | Sold | 0 | $0 | No quote | No quote |
| 38 | LRCX | Lam Research Corporation | - | Sold | 0 | $0 | No quote | No quote |