Featured 13F manager
Sound Shore Management Inc. Harry Burn
Greenwich, CT 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $3.2B
- 40 Positions
- 2026 Q2
- +8.8% QoQ
- Top 5 17.9%
Portfolio
top 5 17.9% · top 10 32.5%
- TEVA - Teva Pharm 4.0%
- LUV - Southwest Airlines 3.9%
- BAC - Bank of America 3.6%
- AAL — 3.3%
- BRK.B - Berkshire Hathaway · CLASS B 3.1%
- QCOM - QUALCOMM 3.1%
- ELV - Elevance Health 2.9%
- DIS - The Walt Disney 2.9%
- GLW - Owens Corning 2.9%
- PFE - Pfizer 2.8%
- VST - Vistra 2.8%
- TEL - TE Connectivity 2.8%
- Other 61.9%
AUM over time
Book
| VST - Vistra | 4.50% | Reduce −4.2% | 7,117,469 | $22.77 | $162M | −308,449 | +$35M |
| FLEX - Flextronics | 4.38% | Add +2.9% | 8,608,400 | $18.33 | $158M | +245,585 | +$10M |
| CI - CIGNA | 4.18% | Add +4.4% | 655,051 | $229.63 | $150M | +27,519 | +$25M |
| WFC - Wells Fargo & | 3.93% | Reduce −1.9% | 2,954,471 | $47.98 | $142M | −57,782 | +$2M |
| PFE - Pfizer | 3.79% | Add +22.2% | 2,312,985 | $59.05 | $137M | +420,184 | +$55M |
| Perrigo | 3.73% | Add +16.1% | 3,458,782 | $38.90 | $135M | +478,474 | −$7M |
| Alleghany | 3.63% | Add +8.1% | 196,048 | $667.59 | $131M | +14,748 | +$18M |
| MRK - Merck & | 3.47% | Reduce −2.3% | 1,633,518 | $76.64 | $125M | −38,280 | −$376K |
| NXPI - NXP Semiconductors | 3.41% | Reduce −2.2% | 538,838 | $227.78 | $123M | −11,845 | +$15M |
| PCAR - PACCAR | 3.22% | Add +44.6% | 1,316,017 | $88.26 | $116M | +406,187 | +$44M |
| OGN - Organon & | 3.22% | Add +33.0% | 3,814,277 | $30.45 | $116M | +947,166 | +$22M |
| CAG - Conagra Brands | 3.09% | Add +21.9% | 3,255,317 | $34.15 | $111M | +585,711 | +$21M |
| MGA - Magna International | 3.07% | Add +22.7% | 1,365,824 | $80.94 | $111M | +252,299 | +$27M |
| MS - Morgan Stanley | 3.02% | Reduce −0.6% | 1,106,867 | $98.16 | $109M | −6,457 | +$312K |
| ORCL - Oracle | 2.98% | Reduce −3.4% | 1,230,911 | $87.21 | $107M | −43,712 | −$4M |
| BAC - Bank of America | 2.97% | Reduce −21.1% | 2,403,431 | $44.49 | $107M | −642,543 | −$22M |
| ST - Sensata Technologies | 2.92% | Add +5.6% | 1,702,468 | $61.69 | $105M | +90,263 | +$17M |
| XRAY - Dentsply Sirona | 2.88% | Add +13.4% | 1,857,985 | $55.79 | $104M | +219,695 | +$9M |
| ELV - Anthem | 2.81% | Reduce −9.9% | 218,453 | $463.54 | $101M | −23,876 | +$11M |
| HSIC - Henry Schein | 2.80% | Reduce −0.3% | 1,301,783 | $77.53 | $101M | −3,569 | +$2M |
| RNR - RenaissanceRe | 2.72% | Reduce −5.3% | 578,595 | $169.33 | $98M | −32,541 | +$13M |
| COF - Capital One Financial | 2.65% | Reduce −3.0% | 658,457 | $145.09 | $96M | −20,623 | −$14M |
| VNT - Vontier | 2.62% | Add +22.2% | 3,072,396 | $30.73 | $94M | +558,841 | +$10M |
| BRK.B - Berkshire Hathaway · CL B | 2.61% | Reduce −3.3% | 314,449 | $299.00 | $94M | −10,602 | +$5M |
| ELAN - Elanco Animal Health | 2.32% | Add +31.6% | 2,943,890 | $28.38 | $84M | +707,593 | +$12M |
| SVB Financial Group | 2.27% | Reduce −4.3% | 120,500 | $678.24 | $82M | −5,478 | +$235K |
| BKR - Baker Hughes | 2.26% | Reduce −0.5% | 3,385,692 | $24.06 | $81M | −15,388 | −$3M |
| EOG - EOG Resources | 2.13% | Reduce −0.4% | 864,704 | $88.83 | $77M | −3,092 | +$7M |
| CTRA - Coterra Energy | 2.11% | Reduce −3.1% | 4,004,221 | $19.00 | $76M | −127,429 | −$14M |
| LEN - Lennar | 2.08% | Reduce −31.1% | 645,629 | $116.16 | $75M | −290,796 | −$13M |
| VZ - Verizon Communications | 2.07% | Reduce −16.6% | 1,438,759 | $51.96 | $75M | −287,361 | −$18M |
| GOOGL - Alphabet · CL A | 2.07% | Reduce −17.5% | 25,800 | $2,897 | $75M | −5,482 | −$9M |
| IP - International Paper | 2.06% | Add +34.5% | 1,580,688 | $46.98 | $74M | +405,340 | +$9M |
| WAB - Wabtec | 1.99% | Reduce −13.3% | 777,031 | $92.11 | $72M | −118,711 | −$6M |
| FISV - Fiserv | 0.03% | Reduce −98.9% | 10,755 | $103.77 | $1M | −967,744 | −$105M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CMCSA - Comcast · CLASS A | 2.61% | Exit | 0 | $55.93 | $92M | −1,651,691 | −$92M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 40 | $3.2B | +8.8% | 13F-HR | 8/12/2026 | 000119312526346754 |
| 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 | — | 13F-HR | 11/4/2021 | 000095012321013926 |
About
SOUND SHORE MANAGEMENT INC
SEC: SOUND SHORE MANAGEMENT INC /CT/
20 processed 13Fs on this site · 2021 Q3–2026 Q2