Manager activity
Harry Burn
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/7/2026 · full comparison · all filings
New · 13
Add · 7
Reduce · 20
Exit · 10
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Exit | Salesforce, Inc. | -378,539 | Exit | -3.19 pp | 5/7/2026 |
| Exit | The AES Corporation | -6,898,342 | Exit | -3.15 pp | 5/7/2026 |
| Exit | Fidelity National Information Services | -1,384,040 | Exit | -2.93 pp | 5/7/2026 |
| Exit | Capital One Financial Corp | -365,756 | Exit | -2.82 pp | 5/7/2026 |
| New | NXP Semiconductors NV | +410,653 | New | +2.71 pp | 5/7/2026 |
| New | Pfizer Inc | +2,870,421 | New | +2.70 pp | 5/7/2026 |
| New | Amazon.com, Inc. | +378,875 | New | +2.64 pp | 5/7/2026 |
| Exit | Willis Towers Watson PLC | -226,119 | Exit | -2.36 pp | 5/7/2026 |
| New | Vistra Corp. | +479,762 | New | +2.42 pp | 5/7/2026 |
| Exit | Applied Materials, Inc. | -280,589 | Exit | -2.29 pp | 5/7/2026 |
| New | United Parcel Service, Inc. Cl B | +728,066 | New | +2.40 pp | 5/7/2026 |
| New | Medtronic, PLC | +825,239 | New | +2.40 pp | 5/7/2026 |
| New | The Boeing Company | +355,009 | New | +2.37 pp | 5/7/2026 |
| Exit | Huntington Ingalls Industries | -204,283 | Exit | -2.21 pp | 5/7/2026 |
| New | ICON Plc | +626,958 | New | +2.32 pp | 5/7/2026 |
| New | Owens Corning | +592,330 | New | +2.15 pp | 5/7/2026 |
| New | Omnicom Group Inc. | +842,962 | New | +2.13 pp | 5/7/2026 |
| New | Smurfit WestRock Public Limited Company | +1,509,136 | New | +2.02 pp | 5/7/2026 |
| Exit | Barrick Mining Corporation | -1,155,678 | Exit | -1.60 pp | 5/7/2026 |
| Reduce | QUALCOMM Incorporated | -164,200 | -27.9% | -1.37 pp | 5/7/2026 |
| Reduce | Alphabet Inc. - Class A | -94,063 | -26.9% | -1.02 pp | 5/7/2026 |
| Reduce | Public Service Enterprise Group Incor... | -377,323 | -27.7% | -0.81 pp | 5/7/2026 |
| Reduce | Kinder Morgan, Inc. | -1,476,798 | -43.5% | -0.82 pp | 5/7/2026 |
| Reduce | Southwest Airlines Co. | -518,720 | -20.6% | -0.79 pp | 5/7/2026 |
| Exit | Warner Bros. Discovery, Inc | -990,615 | Exit | -0.91 pp | 5/7/2026 |
| Add | Marvell Technology, Inc. | +133,881 | +13.2% | +1.07 pp | 5/7/2026 |
| Add | Kyndryl Holdings, Inc. | +1,173,761 | +39.5% | -0.69 pp | 5/7/2026 |
| Reduce | Incyte Corporation | -162,003 | -17.4% | -0.50 pp | 5/7/2026 |
| Reduce | Regeneron Pharmaceuticals, Inc. | -24,927 | -14.2% | -0.41 pp | 5/7/2026 |
| Add | Zimmer Biomet Holdings Inc. | +201,445 | +23.7% | +0.75 pp | 5/7/2026 |
| Reduce | Teva Pharmaceutical Industries Ltd. -... | -424,223 | -9.8% | -0.36 pp | 5/7/2026 |
| Add | The Walt Disney Company | +11,725 | +1.2% | -0.34 pp | 5/7/2026 |
| Add | Bank of America Corporation | +487,661 | +30.9% | +0.61 pp | 5/7/2026 |
| Reduce | Wells Fargo & Company | -17,625 | -1.9% | -0.32 pp | 5/7/2026 |
| New | Packaging Corporation of America | +54,750 | New | +0.39 pp | 5/7/2026 |
| Reduce | Coterra Energy Inc. | -1,140,518 | -34.9% | -0.23 pp | 5/7/2026 |
| Reduce | BP PLC Sponsored ADR | -283,102 | -14.5% | +0.47 pp | 5/7/2026 |
| Reduce | Berkshire Hathaway Inc. - Class B | -10,719 | -5.1% | -0.16 pp | 5/7/2026 |
| Reduce | General Motors Company | -29,033 | -2.7% | -0.17 pp | 5/7/2026 |
| Exit | Newmont Corporation | -88,665 | Exit | -0.28 pp | 5/7/2026 |
| Reduce | Mohawk Industries, Inc. | -7,910 | -1.2% | -0.14 pp | 5/7/2026 |
| Reduce | Albertsons Companies, Inc. | -398,798 | -8.8% | -0.12 pp | 5/7/2026 |
| Reduce | CSX Corporation | -399,715 | -16.6% | -0.02 pp | 5/7/2026 |
| Add | Check Point Software Technologies Ltd. | +93,945 | +22.1% | -0.02 pp | 5/7/2026 |
| Reduce | Citigroup Inc. | -15,370 | -1.9% | +0.01 pp | 5/7/2026 |
| Reduce | EQT Corporation | -282,022 | -18.6% | +0.05 pp | 5/7/2026 |
| New | Chevron Corporation | +9,855 | New | +0.07 pp | 5/7/2026 |
| Add | GE HealthCare Technologies Inc. | +174,853 | +17.2% | +0.19 pp | 5/7/2026 |
| Reduce | Flex Ltd. | -93,432 | -9.2% | +0.07 pp | 5/7/2026 |
| Reduce | QXO, Inc. | -72,218 | -1.8% | +0.10 pp | 5/7/2026 |