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 | 4.74% | Reduce −6.4% | 4,657,438 | $27.64 | $129M | −315,985 | +$14M |
| VST - Vistra | 4.25% | Reduce −2.5% | 4,397,231 | $26.25 | $115M | −113,231 | +$7M |
| NXPI - NXP Semiconductors | 3.88% | Reduce −3.3% | 514,761 | $204.68 | $105M | −17,691 | +$6M |
| WFC - Wells Fargo & | 3.64% | Reduce −2.8% | 2,313,100 | $42.68 | $99M | −66,077 | +$10M |
| COF - Capital One Financial | 3.51% | Reduce −1.3% | 869,836 | $109.37 | $95M | −11,783 | +$10M |
| BRK.B - Berkshire Hathaway · CL B | 3.43% | Reduce −9.9% | 273,304 | $341.00 | $93M | −30,055 | −$471K |
| PVH - Phillips Van Heusen | 3.28% | Reduce −2.7% | 1,046,570 | $84.97 | $89M | −28,725 | −$7M |
| MRK - Merck & | 3.19% | Add +12.2% | 750,745 | $115.39 | $87M | +81,465 | +$15M |
| HII - Huntington Ingalls Industries | 3.07% | Add +7.0% | 366,450 | $227.60 | $83M | +23,881 | +$12M |
| CEG - Constellation Energy | 3.07% | Reduce −1.4% | 910,578 | $91.55 | $83M | −13,240 | +$11M |
| GEHC - GE HealthCare | 2.97% | Reduce −1.2% | 992,919 | $81.24 | $81M | −12,166 | −$2M |
| FDX - FedEx | 2.97% | Add +15.9% | 324,557 | $247.90 | $80M | +44,589 | +$16M |
| GM - General Motors | 2.92% | Reduce −1.3% | 2,053,382 | $38.56 | $79M | −27,329 | +$3M |
| OGN - Organon & | 2.90% | Add +13.3% | 3,779,255 | $20.81 | $79M | +444,972 | +$224K |
| BA - Boeing | 2.64% | Add +2.4% | 339,578 | $211.16 | $72M | +7,903 | +$1M |
| CLF - Cleveland-Cliffs | 2.59% | Add +9.4% | 4,194,564 | $16.76 | $70M | +359,754 | +$9K |
| KMI - Kinder Morgan | 2.55% | Reduce −1.3% | 4,024,050 | $17.22 | $69M | −51,692 | −$2M |
| CNC - Centene | 2.55% | Add +19.9% | 1,027,218 | $67.45 | $69M | +170,750 | +$15M |
| AVTR - Avantor | 2.54% | Reduce −13.9% | 3,349,612 | $20.54 | $69M | −540,791 | −$13M |
| TTE - TotalEnergies SE | 2.53% | Reduce −3.1% | 1,191,770 | $57.64 | $69M | −37,533 | −$4M |
| CSCO - Cisco Systems | 2.52% | Add +25.1% | 1,322,701 | $51.74 | $68M | +265,159 | +$13M |
| ORCL - Oracle | 2.49% | Reduce −53.2% | 567,224 | $119.09 | $68M | −644,575 | −$45M |
| BKR - Baker Hughes | 2.46% | Reduce −3.4% | 2,115,183 | $31.61 | $67M | −75,119 | +$4M |
| ADI - Analog Devices | 2.46% | New | 342,209 | $194.81 | $67M | +342,209 | +$67M |
| PFE - Pfizer | 2.42% | Reduce −26.5% | 1,792,547 | $36.68 | $66M | −647,521 | −$34M |
| PCAR - PACCAR | 2.29% | Reduce −3.6% | 743,984 | $83.65 | $62M | −28,116 | +$6M |
| FIS - Fidelity Natl Info | 2.12% | New | 1,050,900 | $54.70 | $57M | +1,050,900 | +$57M |
| CAH - Cardinal Health | 2.12% | Reduce −40.5% | 606,871 | $94.57 | $57M | −413,630 | −$20M |
| AMAT - Applied Materials | 2.09% | Reduce −31.1% | 392,001 | $144.54 | $57M | −176,970 | −$13M |
| LEN - Lennar | 2.07% | Reduce −46.8% | 447,287 | $125.31 | $56M | −393,644 | −$32M |
| Holding | 2.02% | New | 1,437,613 | $38.20 | $55M | +1,437,613 | +$55M |
| CAG - Conagra Brands | 2.01% | Reduce −1.3% | 1,614,841 | $33.72 | $54M | −21,543 | −$7M |
| RHI - Robert Half International | 1.98% | Reduce −1.2% | 715,537 | $75.22 | $54M | −8,614 | −$5M |
| KHC - The Kraft Heinz | 1.95% | Add +5.4% | 1,486,801 | $35.50 | $53M | +75,882 | −$2M |
| HOLX - Hologic | 1.93% | Reduce −2.8% | 646,247 | $80.97 | $52M | −18,426 | −$1M |
| ELV - Elevance Health | 1.92% | New | 117,387 | $444.29 | $52M | +117,387 | +$52M |
| MU - Micron Technology | 1.91% | Reduce −4.3% | 821,160 | $63.11 | $52M | −36,477 | +$74K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| VSXY - Victoria's Secret & | 2.55% | Exit | 0 | $34.15 | $68M | −1,986,788 | −$68M |
| LRCX - Lam Research | 2.46% | Exit | 0 | $530.12 | $65M | −123,375 | −$65M |
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