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 | 4.55% | Reduce −9.7% | 5,441,743 | $22.85 | $124M | −585,045 | −$16M |
| Perrigo | 4.21% | Reduce −23.2% | 2,836,282 | $40.57 | $115M | −859,173 | −$27M |
| WFC - Wells Fargo & | 3.70% | Reduce −2.0% | 2,576,841 | $39.17 | $101M | −52,075 | −$26M |
| FLEX - Flextronics | 3.62% | Reduce −21.6% | 6,835,944 | $14.47 | $99M | −1,879,131 | −$63M |
| LEN - Lennar | 3.62% | Add +2.4% | 1,400,484 | $70.57 | $99M | +32,295 | −$12M |
| ORCL - Oracle | 3.49% | Reduce −18.9% | 1,365,927 | $69.87 | $95M | −319,051 | −$44M |
| PCAR - PACCAR | 3.48% | Reduce −7.6% | 1,154,116 | $82.34 | $95M | −94,982 | −$15M |
| PVH - Phillips Van Heusen | 3.44% | Add +14.2% | 1,651,076 | $56.90 | $94M | +205,122 | −$17M |
| SVB Financial Group | 3.37% | Add +5.1% | 232,826 | $394.99 | $92M | +11,208 | −$32M |
| MS - Morgan Stanley | 3.25% | Reduce −7.5% | 1,165,446 | $76.06 | $89M | −94,801 | −$22M |
| NXPI - NXP Semiconductors | 3.17% | Reduce −7.4% | 585,185 | $148.03 | $87M | −46,612 | −$30M |
| OGN - Organon & | 3.15% | Reduce −19.8% | 2,548,772 | $33.75 | $86M | −629,012 | −$25M |
| ELAN - Elanco Animal Health | 2.92% | Reduce −6.0% | 4,056,486 | $19.63 | $80M | −257,318 | −$33M |
| KMI - Kinder Morgan | 2.88% | New | 4,695,997 | $16.76 | $79M | +4,695,997 | +$79M |
| VNT - Vontier | 2.83% | Reduce −9.1% | 3,360,578 | $22.99 | $77M | −336,413 | −$17M |
| VSXY - Victoria's Secret & | 2.79% | Add +55.7% | 2,727,789 | $27.97 | $76M | +975,637 | −$14M |
| COF - Capital One Financial | 2.64% | Reduce −7.4% | 693,194 | $104.19 | $72M | −55,609 | −$26M |
| CAH - Cardinal Health | 2.64% | New | 1,381,718 | $52.27 | $72M | +1,381,718 | +$72M |
| CAG - Conagra Brands | 2.59% | Reduce −4.4% | 2,063,365 | $34.24 | $71M | −95,237 | −$2M |
| FDX - FedEx | 2.53% | New | 305,324 | $226.71 | $69M | +305,324 | +$69M |
| AMAT - Applied Materials | 2.49% | New | 748,332 | $90.98 | $68M | +748,332 | +$68M |
| HOLX - Hologic | 2.43% | Reduce −7.6% | 958,159 | $69.30 | $66M | −78,305 | −$13M |
| BRK.B - Berkshire Hathaway · CL B | 2.42% | Reduce −7.4% | 242,280 | $273.02 | $66M | −19,404 | −$26M |
| BKR - Baker Hughes | 2.40% | Reduce −0.6% | 2,271,496 | $28.87 | $66M | −14,201 | −$18M |
| SGI - Tempur Sealy International | 2.38% | Add +11.3% | 3,043,441 | $21.37 | $65M | +308,296 | −$11M |
| PFE - Pfizer | 2.32% | Reduce −38.6% | 1,206,654 | $52.43 | $63M | −757,555 | −$38M |
| VZ - Verizon Communications | 2.27% | Reduce −1.8% | 1,222,017 | $50.75 | $62M | −21,832 | −$1M |
| IP - International Paper | 2.24% | Reduce −7.1% | 1,460,897 | $41.83 | $61M | −110,859 | −$11M |
| MRK - Merck & | 2.21% | Reduce −49.4% | 662,514 | $91.17 | $60M | −648,082 | −$47M |
| ELV - Elevance Health | 2.21% | Reduce −21.3% | 125,137 | $482.58 | $60M | −33,912 | −$18M |
| GM - General Motors | 2.17% | Reduce −8.6% | 1,869,544 | $31.76 | $59M | −174,983 | −$30M |
| CTRA - Coterra Energy | 2.09% | Reduce −29.8% | 2,214,964 | $25.79 | $57M | −941,214 | −$28M |
| First Republic Bank | 2.08% | New | 394,239 | $144.20 | $57M | +394,239 | +$57M |
| GOOGL - Alphabet · CL A | 2.04% | Reduce −22.7% | 25,504 | $2,179 | $56M | −7,510 | −$36M |
| BAC - Bank of America | 1.83% | Reduce −31.2% | 1,607,915 | $31.13 | $50M | −730,451 | −$46M |
| Alleghany | 1.53% | Reduce −52.8% | 50,127 | $833.10 | $42M | −56,036 | −$48M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| XRAY - Dentsply Sirona | 2.84% | Exit | 0 | $49.22 | $98M | −1,989,565 | −$98M |
| APTV - Aptiv | 2.66% | Exit | 0 | $119.71 | $91M | −764,308 | −$91M |
| CI - Cigna | 2.14% | Exit | 0 | $239.61 | $74M | −307,434 | −$74M |
| ST - Sensata Technologies | 0.03% | Exit | 0 | $50.87 | $1M | −23,137 | −$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