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 | 4.31% | Reduce −10.6% | 4,973,423 | $23.01 | $114M | −590,913 | −$5M |
| ORCL - Oracle | 4.24% | Reduce −7.6% | 1,211,799 | $92.92 | $113M | −99,209 | +$5M |
| VST - Vistra | 4.07% | Reduce −13.8% | 4,510,462 | $24.00 | $108M | −723,700 | −$13M |
| PFE - Pfizer | 3.75% | Add +29.7% | 2,440,068 | $40.80 | $100M | +558,190 | +$3M |
| NXPI - NXP Semiconductors | 3.74% | Reduce −2.4% | 532,452 | $186.48 | $99M | −12,851 | +$13M |
| PVH - Phillips Van Heusen | 3.61% | Reduce −29.7% | 1,075,295 | $89.16 | $96M | −454,104 | −$12M |
| BRK.B - Berkshire Hathaway · CL B | 3.52% | Reduce −4.4% | 303,359 | $308.77 | $94M | −13,811 | −$4M |
| WFC - Wells Fargo & | 3.35% | Reduce −4.9% | 2,379,177 | $37.38 | $89M | −121,842 | −$14M |
| LEN - Lennar | 3.33% | Reduce −16.7% | 840,931 | $105.11 | $88M | −168,740 | −$3M |
| COF - Capital One Financial | 3.19% | Reduce −10.8% | 881,619 | $96.16 | $85M | −106,195 | −$7M |
| GEHC - GE HealthCare | 3.10% | New | 1,005,085 | $82.03 | $82M | +1,005,085 | +$82M |
| AVTR - Avantor | 3.09% | New | 3,890,403 | $21.14 | $82M | +3,890,403 | +$82M |
| OGN - Organon & | 2.95% | Add +9.8% | 3,334,283 | $23.52 | $78M | +296,590 | −$6M |
| CAH - Cardinal Health | 2.90% | Add +40.1% | 1,020,501 | $75.50 | $77M | +291,884 | +$21M |
| GM - General Motors | 2.87% | Reduce −17.1% | 2,080,711 | $36.68 | $76M | −430,205 | −$8M |
| TTE - TotalEnergies SE | 2.73% | Add +29.2% | 1,229,303 | $59.05 | $73M | +277,905 | +$14M |
| CEG - Constellation Energy | 2.73% | New | 923,818 | $78.50 | $73M | +923,818 | +$73M |
| KMI - Kinder Morgan | 2.69% | Add +5.9% | 4,075,742 | $17.51 | $71M | +228,302 | +$2M |
| MRK - Merck & | 2.68% | Add +1.6% | 669,280 | $106.39 | $71M | +10,601 | −$2M |
| HII - Huntington Ingalls Industries | 2.67% | Add +0.3% | 342,569 | $207.02 | $71M | +878 | −$8M |
| BA - Boeing | 2.65% | Add +3.8% | 331,675 | $212.43 | $70M | +12,171 | +$10M |
| CLF - Cleveland-Cliffs | 2.64% | Reduce −2.1% | 3,834,810 | $18.33 | $70M | −82,241 | +$7M |
| AMAT - Applied Materials | 2.63% | Reduce −4.4% | 568,971 | $122.83 | $70M | −25,966 | +$12M |
| VSXY - Victoria's Secret & | 2.55% | Reduce −14.4% | 1,986,788 | $34.15 | $68M | −332,969 | −$15M |
| LRCX - Lam Research | 2.46% | Add +30.5% | 123,375 | $530.12 | $65M | +28,815 | +$26M |
| FDX - FedEx | 2.41% | Reduce −15.3% | 279,968 | $228.49 | $64M | −50,501 | +$7M |
| BKR - Baker Hughes | 2.38% | Reduce −6.2% | 2,190,302 | $28.86 | $63M | −145,994 | −$6M |
| CAG - Conagra Brands | 2.31% | Reduce −15.8% | 1,636,384 | $37.56 | $61M | −306,933 | −$14M |
| RHI - Robert Half International | 2.20% | New | 724,151 | $80.57 | $58M | +724,151 | +$58M |
| PCAR - PACCAR | 2.13% | Add +28.9% | 772,100 | $73.20 | $57M | +173,166 | −$3M |
| CSCO - Cisco Systems | 2.08% | New | 1,057,542 | $52.27 | $55M | +1,057,542 | +$55M |
| KHC - The Kraft Heinz | 2.05% | New | 1,410,919 | $38.67 | $55M | +1,410,919 | +$55M |
| CNC - Centene | 2.04% | New | 856,468 | $63.21 | $54M | +856,468 | +$54M |
| HOLX - Hologic | 2.02% | Reduce −26.4% | 664,673 | $80.70 | $54M | −238,190 | −$14M |
| MU - Micron Technology | 1.95% | Reduce −29.7% | 857,637 | $60.34 | $52M | −362,060 | −$9M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| First Republic Bank | 3.61% | Exit | 0 | $121.89 | $96M | −787,896 | −$96M |
| SVB Financial Group | 3.00% | Exit | 0 | $230.14 | $80M | −346,243 | −$80M |
| GOOGL - Alphabet · CL A | 2.80% | Exit | 0 | $88.23 | $74M | −843,992 | −$74M |
| SGI - Tempur Sealy International | 2.72% | Exit | 0 | $34.33 | $72M | −2,107,039 | −$72M |
| BAC - Bank of America | 2.31% | Exit | 0 | $33.12 | $62M | −1,858,364 | −$62M |
| MS - Morgan Stanley | 1.98% | Exit | 0 | $85.02 | $53M | −619,501 | −$53M |
| VNT - Vontier | 0.02% | Exit | 0 | $19.33 | $599K | −30,988 | −$599K |
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