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 | 4.57% | Reduce −4.1% | 5,234,162 | $23.20 | $121M | −221,352 | +$7M |
| FLEX - Flextronics | 4.49% | Reduce −2.7% | 5,564,336 | $21.46 | $119M | −154,887 | +$24M |
| PVH - Phillips Van Heusen | 4.06% | Reduce −7.8% | 1,529,399 | $70.59 | $108M | −128,903 | +$34M |
| ORCL - Oracle | 4.03% | Reduce −4.7% | 1,311,008 | $81.74 | $107M | −64,750 | +$23M |
| WFC - Wells Fargo & | 3.88% | Reduce −4.6% | 2,501,019 | $41.29 | $103M | −120,206 | −$2M |
| BRK.B - Berkshire Hathaway · CL B | 3.68% | Reduce −1.8% | 317,170 | $308.90 | $98M | −5,817 | +$12M |
| PFE - Pfizer | 3.63% | Add +6.8% | 1,881,878 | $51.24 | $96M | +120,072 | +$19M |
| First Republic Bank | 3.61% | Add +29.9% | 787,896 | $121.89 | $96M | +181,137 | +$17M |
| COF - Capital One Financial | 3.45% | Add +11.1% | 987,814 | $92.96 | $92M | +98,539 | +$10M |
| LEN - Lennar | 3.44% | Reduce −6.1% | 1,009,671 | $90.50 | $91M | −65,318 | +$11M |
| NXPI - NXP Semiconductors | 3.24% | Reduce −7.2% | 545,303 | $158.03 | $86M | −42,074 | −$470K |
| OGN - Organon & | 3.19% | Add +18.5% | 3,037,693 | $27.93 | $85M | +474,402 | +$25M |
| GM - General Motors | 3.18% | Add +21.5% | 2,510,916 | $33.64 | $84M | +443,718 | +$18M |
| VSXY - Victoria's Secret & | 3.12% | Reduce −5.0% | 2,319,757 | $35.78 | $83M | −121,402 | +$12M |
| SVB Financial Group | 3.00% | Add +39.6% | 346,243 | $230.14 | $80M | +98,156 | −$4M |
| HII - Huntington Ingalls Industries | 2.96% | Add +40.8% | 341,691 | $230.68 | $79M | +99,036 | +$25M |
| CAG - Conagra Brands | 2.83% | Reduce −6.6% | 1,943,317 | $38.70 | $75M | −136,920 | +$7M |
| GOOGL - Alphabet · CL A | 2.80% | Add +64.7% | 843,992 | $88.23 | $74M | +331,631 | +$25M |
| MRK - Merck & | 2.75% | Reduce −1.4% | 658,679 | $110.95 | $73M | −9,479 | +$16M |
| SGI - Tempur Sealy International | 2.72% | Reduce −23.1% | 2,107,039 | $34.33 | $72M | −631,415 | +$6M |
| KMI - Kinder Morgan | 2.62% | Reduce −20.6% | 3,847,440 | $18.08 | $70M | −995,170 | −$11M |
| BKR - Baker Hughes | 2.59% | Reduce −37.0% | 2,336,296 | $29.53 | $69M | −1,375,005 | −$9M |
| HOLX - Hologic | 2.54% | Reduce −6.4% | 902,863 | $74.81 | $68M | −61,363 | +$5M |
| CLF - Cleveland-Cliffs | 2.37% | Reduce −18.9% | 3,917,051 | $16.11 | $63M | −912,164 | −$2M |
| BAC - Bank of America | 2.31% | Add +13.7% | 1,858,364 | $33.12 | $62M | +223,315 | +$12M |
| MU - Micron Technology | 2.29% | Add +20.8% | 1,219,697 | $49.98 | $61M | +210,078 | +$10M |
| BA - Boeing | 2.29% | New | 319,504 | $190.49 | $61M | +319,504 | +$61M |
| PCAR - PACCAR | 2.23% | Reduce −40.7% | 598,934 | $98.97 | $59M | −410,693 | −$25M |
| TTE - TotalEnergies SE | 2.22% | New | 951,398 | $62.08 | $59M | +951,398 | +$59M |
| AMAT - Applied Materials | 2.18% | Reduce −4.4% | 594,937 | $97.38 | $58M | −27,636 | +$7M |
| FDX - FedEx | 2.15% | Add +3.5% | 330,469 | $173.20 | $57M | +11,070 | +$10M |
| CAH - Cardinal Health | 2.11% | Reduce −29.0% | 728,617 | $76.87 | $56M | −297,078 | −$12M |
| MS - Morgan Stanley | 1.98% | Reduce −4.1% | 619,501 | $85.02 | $53M | −26,621 | +$2M |
| LRCX - Lam Research | 1.49% | New | 94,560 | $420.30 | $40M | +94,560 | +$40M |
| VNT - Vontier | 0.02% | Reduce −99.0% | 30,988 | $19.33 | $599K | −3,033,361 | −$51M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Perrigo | 4.13% | Exit | 0 | $35.66 | $102M | −2,864,433 | −$102M |
| ELAN - Elanco Animal Health | 2.07% | Exit | 0 | $12.41 | $51M | −4,131,801 | −$51M |
| CTRA - Coterra Energy | 1.59% | Exit | 0 | $26.12 | $39M | −1,506,901 | −$39M |
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