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
| FLEX - Flextronics | 4.69% | Add +1.2% | 8,715,075 | $18.55 | $162M | +106,675 | +$4M |
| Perrigo | 4.12% | Add +6.8% | 3,695,455 | $38.43 | $142M | +236,673 | +$7M |
| VST - Vistra | 4.07% | Reduce −15.3% | 6,026,788 | $23.25 | $140M | −1,090,681 | −$22M |
| ORCL - Oracle | 4.05% | Add +36.9% | 1,684,978 | $82.73 | $139M | +454,067 | +$32M |
| WFC - Wells Fargo & | 3.70% | Reduce −11.0% | 2,628,916 | $48.46 | $127M | −325,555 | −$14M |
| SVB Financial Group | 3.60% | Add +83.9% | 221,618 | $559.45 | $124M | +101,118 | +$42M |
| NXPI - NXP Semiconductors | 3.40% | Add +17.3% | 631,797 | $185.08 | $117M | +92,959 | −$6M |
| ELAN - Elanco Animal Health | 3.27% | Add +46.5% | 4,313,804 | $26.09 | $113M | +1,369,914 | +$29M |
| LEN - Lennar | 3.23% | Add +111.9% | 1,368,189 | $81.17 | $111M | +722,560 | +$36M |
| OGN - Organon & | 3.22% | Reduce −16.7% | 3,177,784 | $34.93 | $111M | −636,493 | −$5M |
| PVH - Phillips Van Heusen | 3.22% | New | 1,445,954 | $76.61 | $111M | +1,445,954 | +$111M |
| MS - Morgan Stanley | 3.20% | Add +13.9% | 1,260,247 | $87.40 | $110M | +153,380 | +$1M |
| PCAR - PACCAR | 3.19% | Reduce −5.1% | 1,249,098 | $88.07 | $110M | −66,919 | −$6M |
| MRK - Merck & | 3.12% | Reduce −19.8% | 1,310,596 | $82.05 | $108M | −322,922 | −$18M |
| PFE - Pfizer | 2.95% | Reduce −15.1% | 1,964,209 | $51.77 | $102M | −348,776 | −$35M |
| COF - Capital One Financial | 2.86% | Add +13.7% | 748,803 | $131.29 | $98M | +90,346 | +$3M |
| XRAY - Dentsply Sirona | 2.84% | Add +7.1% | 1,989,565 | $49.22 | $98M | +131,580 | −$6M |
| BAC - Bank of America | 2.80% | Reduce −2.7% | 2,338,366 | $41.22 | $96M | −65,065 | −$11M |
| VNT - Vontier | 2.73% | Add +20.3% | 3,696,991 | $25.39 | $94M | +624,595 | −$548K |
| BRK.B - Berkshire Hathaway · CL B | 2.68% | Reduce −16.8% | 261,684 | $352.91 | $92M | −52,765 | −$2M |
| GOOGL - Alphabet · CL A | 2.67% | Add +28.0% | 33,014 | $2,781 | $92M | +7,214 | +$17M |
| APTV - Aptiv | 2.66% | New | 764,308 | $119.71 | $91M | +764,308 | +$91M |
| VSXY - Victoria's Secret & | 2.61% | New | 1,752,152 | $51.36 | $90M | +1,752,152 | +$90M |
| Alleghany | 2.61% | Reduce −45.8% | 106,163 | $847.00 | $90M | −89,885 | −$41M |
| GM - General Motors | 2.60% | New | 2,044,527 | $43.74 | $89M | +2,044,527 | +$89M |
| CTRA - Coterra Energy | 2.47% | Reduce −21.2% | 3,156,178 | $26.97 | $85M | −848,043 | +$9M |
| BKR - Baker Hughes | 2.42% | Reduce −32.5% | 2,285,697 | $36.41 | $83M | −1,099,995 | +$2M |
| HOLX - Hologic | 2.31% | New | 1,036,464 | $76.82 | $80M | +1,036,464 | +$80M |
| ELV - Anthem | 2.27% | Reduce −27.2% | 159,049 | $491.22 | $78M | −59,404 | −$23M |
| SGI - Tempur Sealy International | 2.22% | New | 2,735,145 | $27.92 | $76M | +2,735,145 | +$76M |
| CI - Cigna | 2.14% | Reduce −53.1% | 307,434 | $239.61 | $74M | −347,617 | −$77M |
| IP - International Paper | 2.11% | Reduce −0.6% | 1,571,756 | $46.15 | $73M | −8,932 | −$2M |
| CAG - Conagra Brands | 2.10% | Reduce −33.7% | 2,158,602 | $33.57 | $72M | −1,096,715 | −$39M |
| VZ - Verizon Communications | 1.84% | Reduce −13.5% | 1,243,849 | $50.94 | $63M | −194,910 | −$11M |
| ST - Sensata Technologies | 0.03% | Reduce −98.6% | 23,137 | $50.87 | $1M | −1,679,331 | −$104M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MGA - Magna International | 3.07% | Exit | 0 | $80.94 | $111M | −1,365,824 | −$111M |
| HSIC - Henry Schein | 2.80% | Exit | 0 | $77.53 | $101M | −1,301,783 | −$101M |
| RNR - RenaissanceRe | 2.72% | Exit | 0 | $169.33 | $98M | −578,595 | −$98M |
| EOG - EOG Resources | 2.13% | Exit | 0 | $88.83 | $77M | −864,704 | −$77M |
| WAB - Wabtec | 1.99% | Exit | 0 | $92.11 | $72M | −777,031 | −$72M |
| FISV - Fiserv | 0.03% | Exit | 0 | $103.77 | $1M | −10,755 | −$1M |
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