Manager
SOUND SHORE MANAGEMENT INC /CT/
Harry Burn
29 processed 13Fs · since 2019 Q1
AUM over time
13F holdings value over time
2026 Q1
$3B
-5.1% QoQ
showing latest · scroll left for older quarters · scrub to inspect
max $5.2B
AUM
$3B
positions
40
period
2026 Q1
QoQ AUM
-5.1%
qtr moves
46
qoq
N 13
E 10
A 7
R 16
top 5
18.2%
Portfolio
Latest Disclosed Portfolio
2026 Q1 · filed 5/7/2026 · 40 long positions · top 12 shown
top 5 18.2% · top 10 33.1% · 12 ≥1% · full holdings →
% of full 13F book
- Teva Pharmaceutical Industries Ltd. - ADR 3.9%
- Regeneron Pharmaceuticals, Inc. - REGN 3.9%
- Marvell Technology, Inc. - MRVL 3.8%
- Bank of America Corporation - BAC 3.4%
- Berkshire Hathaway Inc. - Class B - BRK.B 3.2%
- Zimmer Biomet Holdings Inc. - ZBH 3.2%
- The Walt Disney Company - DIS 3.1%
- Citigroup Inc. - C 2.9%
- GE HealthCare Technologies Inc. - GEHC 2.9%
- CSX Corporation - CSX 2.8%
- NXP Semiconductors NV - NXPI 2.7%
- Pfizer Inc - PFE 2.7%
- Other 61.5%
This quarter
2026 Q1 2025 Q4
- New 13
- Exit 10
- Add 7
- Reduce 16
this quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/7/2026 · 46 meaningful
| Action | Issuer | Δ Shares | Δ Value | Δ Port % |
|---|---|---|---|---|
| New | NXPI · Nxp Semiconductors NV | +410,653 | +$81M | +2.71 pp |
| New | PFE · Pfizer Inc. | +2,870,421 | +$81M | +2.70 pp |
| New | AMZN · Amazon.com, Inc. | +378,875 | +$79M | +2.64 pp |
| New | VST · Vistra Corp. | +479,762 | +$72M | +2.42 pp |
| New | MDT · Medtronic, PLC | +825,239 | +$72M | +2.40 pp |
| New | UPS · United Parcel Service, Inc. Cl B | +728,066 | +$72M | +2.40 pp |
| New | BA · The Boeing Company | +355,009 | +$71M | +2.37 pp |
| New | ICLR · Icon PLC | +626,958 | +$69M | +2.32 pp |
| New | GLW · Owens Corning | +592,330 | +$64M | +2.15 pp |
| New | OMC · Omnicom Group Inc. | +842,962 | +$63M | +2.13 pp |
| New | WRK · Smurfit Westrock Public Limited C... | +1,509,136 | +$60M | +2.02 pp |
| New | PKG · Packaging Corporation Of America | +54,750 | +$12M | +0.39 pp |
| New | CVX · Chevron Corporation | +9,855 | +$2M | +0.07 pp |
| Exit | CRM · Salesforce, Inc. | -378,539 | −$100M | -3.19 pp |
| Exit | The Aes Corporation | -6,898,342 | −$99M | -3.15 pp |
| Exit | FIS · Fidelity National Information Ser... | -1,384,040 | −$92M | -2.93 pp |
| Exit | COF · Capital One Financial Corp. | -365,756 | −$89M | -2.82 pp |
| Exit | WTW · Willis Towers Watson PLC | -226,119 | −$74M | -2.36 pp |
| Exit | AMAT · Applied Materials, Inc. | -280,589 | −$72M | -2.29 pp |
| Exit | Huntington Ingalls Industries | -204,283 | −$69M | -2.21 pp |
| Exit | GOLD · Barrick Mining Corporation | -1,155,678 | −$50M | -1.60 pp |
| Exit | WBD · Warner Bros. Discovery, Inc. | -990,615 | −$29M | -0.91 pp |
| Exit | NEM · Newmont Corporation | -88,665 | −$9M | -0.28 pp |
| Add | MRVL · Marvell Technology, Inc. | +133,881 | +$28M | +1.07 pp |
| Add | ZBH · Zimmer Biomet Holdings Inc. | +201,445 | +$19M | +0.75 pp |
| Add | Kyndryl Holdings, Inc. | +1,173,761 | −$25M | -0.69 pp |
| Add | BAC · Bank Of America Corporation | +487,661 | +$14M | +0.61 pp |
| Add | DIS · The Walt Disney Company | +11,725 | −$16M | -0.34 pp |
| Add | GEHC · Ge Healthcare Technologies Inc. | +174,853 | +$1M | +0.19 pp |
| Add | CHKP · Check Point Software Technologie... | +93,945 | −$5M | -0.02 pp |
| Reduce | QCOM · Qualcomm Incorporated | -164,200 | −$46M | -1.37 pp |
| Reduce | GOOGL · Alphabet Inc. - Class A | -94,063 | −$36M | -1.02 pp |
| Reduce | KMI · Kinder Morgan, Inc. | -1,476,798 | −$29M | -0.82 pp |
| Reduce | PEG · Public Service Enterprise Group I... | -377,323 | −$30M | -0.81 pp |
| Reduce | LUV · Southwest Airlines Co. | -518,720 | −$29M | -0.79 pp |
| Reduce | INCY · Incyte Corporation | -162,003 | −$20M | -0.50 pp |
| Reduce | BP · Bp PLC Sponsored Adr | -283,102 | +$11M | +0.47 pp |
| Reduce | REGN · Regeneron Pharmaceuticals, Inc. | -24,927 | −$19M | -0.41 pp |
| Reduce | Teva Pharmaceutical Industries Lt... | -424,223 | −$17M | -0.36 pp |
| Reduce | WFC · Wells Fargo & Company | -17,625 | −$14M | -0.32 pp |
| Reduce | CTRA · Coterra Energy Inc. | -1,140,518 | −$11M | -0.23 pp |
| Reduce | BRK.B · Berkshire Hathaway Inc. - Class B | -10,719 | −$10M | -0.16 pp |
| Reduce | Albertsons Companies, Inc. | -398,798 | −$7M | -0.12 pp |
| Reduce | FLEX · Flex Ltd. | -93,432 | −$984 | +0.07 pp |
| Reduce | EQT · Eqt Corporation | -282,022 | −$3M | +0.05 pp |
| Reduce | CSX · Csx Corporation | -399,715 | −$5M | -0.02 pp |
filings history
29 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q1 | 40 | $3B | -5.1% | 13F-HR | 5/7/2026 | 000119312526211648 |
| 2025 Q4 | 37 | $3.1B | +3.9% | 13F-HR | 2/10/2026 | 000119312526044656 |
| 2025 Q3 | 38 | $3B | +3.1% | 13F-HR | 11/6/2025 | 000119312525268947 |
| 2025 Q2 | 36 | $2.9B | +2.8% | 13F-HR | 8/6/2025 | 000095012325007068 |
| 2025 Q1 | 37 | $2.9B | -5.7% | 13F-HR | 5/6/2025 | 000095012325004108 |
| 2024 Q4 | 40 | $3B | -1.5% | 13F-HR | 2/11/2025 | 000095012325001578 |
| 2024 Q3 | 40 | $3.1B | +2.5% | 13F-HR | 11/12/2024 | 000095012324010937 |
| 2024 Q2 | 39 | $3B | -6.2% | 13F-HR | 8/13/2024 | 000095012324008032 |
| 2024 Q1 | 38 | $3.2B | +10.9% | 13F-HR | 5/10/2024 | 000095012324004294 |
| 2023 Q4 | 36 | $2.9B | +10.4% | 13F-HR | 2/7/2024 | 000095012324000927 |
| 2023 Q3 | 38 | $2.6B | -3.7% | 13F-HR | 11/6/2023 | 000095012323009436 |
| 2023 Q2 | 37 | $2.7B | +2.1% | 13F-HR | 8/9/2023 | 000095012323007009 |
| 2023 Q1 | 35 | $2.7B | -0.1% | 13F-HR | 5/5/2023 | 000095012323003826 |
| 2022 Q4 | 35 | $2.7B | +7.6% | 13F-HR | 2/6/2023 | 000095012323000794 |
| 2022 Q3 | 35 | $2.5B | -9.5% | 13F-HR | 11/4/2022 | 000095012322010858 |
| 2022 Q2 | 36 | $2.7B | -20.7% | 13F-HR | 8/5/2022 | 000095012322007804 |
| 2022 Q1 | 35 | $3.4B | -4.4% | 13F-HR | 5/6/2022 | 000095012322004681 |
| 2021 Q4 | 35 | $3.6B | +1.7% | 13F-HR | 2/4/2022 | 000095012322001006 |
| 2021 Q3 | 36 | $3.5B | -1.5% | 13F-HR | 11/4/2021 | 000095012321013926 |
| 2021 Q2 | 39 | $3.6B | +5.0% | 13F-HR | 8/5/2021 | 000095012321009710 |
| 2021 Q1 | 38 | $3.4B | +1.8% | 13F-HR | 5/7/2021 | 000095012321005537 |
| 2020 Q4 | 38 | $3.4B | +5.0% | 13F-HR | 2/8/2021 | 000095012321001166 |
| 2020 Q3 | 40 | $3.2B | -1.3% | 13F-HR | 11/6/2020 | 000095012320010961 |
| 2020 Q2 | 38 | $3.2B | +13.0% | 13F-HR | 8/11/2020 | 000095012320008224 |
| 2020 Q1 | 37 | $2.9B | -33.0% | 13F-HR | 5/5/2020 | 000095012320003895 |
| 2019 Q4 | 36 | $4.3B | -11.0% | 13F-HR | 2/6/2020 | 000095012320001001 |
| 2019 Q3 | 36 | $4.8B | -6.7% | 13F-HR | 11/8/2019 | 000095012319010384 |
| 2019 Q2 | 37 | $5.2B | -0.8% | 13F-HR | 8/6/2019 | 000095012319007070 |
| 2019 Q1 | 38 | $5.2B | — | 13F-HR | 5/2/2019 | 000095012319003775 |