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
| PVH - Phillips Van Heusen | 4.24% | Reduce −3.9% | 1,001,563 | $122.12 | $122M | −40,835 | +$43M |
| FLEX - Flextronics | 4.09% | Add +3.4% | 3,872,034 | $30.46 | $118M | +128,766 | +$17M |
| COF - Capital One Financial | 3.86% | Reduce −2.1% | 848,495 | $131.12 | $111M | −18,001 | +$27M |
| WFC - Wells Fargo & | 3.86% | Reduce −1.9% | 2,258,842 | $49.22 | $111M | −44,904 | +$17M |
| GM - General Motors | 3.39% | Add +9.9% | 2,721,522 | $35.92 | $98M | +244,068 | +$16M |
| BA - Boeing | 3.36% | Reduce −0.4% | 371,498 | $260.66 | $97M | −1,586 | +$25M |
| MU - Micron Technology | 3.24% | Reduce −2.1% | 1,096,241 | $85.34 | $94M | −23,622 | +$17M |
| TEVA - Teva Pharm | 3.23% | Add +12.6% | 8,919,234 | $10.44 | $93M | +998,522 | +$12M |
| FIS - Fidelity Natl Info | 3.20% | Add +23.2% | 1,534,490 | $60.07 | $92M | +289,199 | +$23M |
| HII - Huntington Ingalls Industries | 3.18% | Reduce −3.3% | 353,064 | $259.64 | $92M | −12,041 | +$17M |
| VST - Vistra | 3.06% | Reduce −20.1% | 2,292,561 | $38.52 | $88M | −576,616 | −$7M |
| TTE - TotalEnergies SE | 2.92% | Reduce −19.6% | 1,247,624 | $67.38 | $84M | −304,017 | −$18M |
| KMI - Kinder Morgan | 2.88% | Add +5.3% | 4,703,034 | $17.64 | $83M | +235,997 | +$9M |
| CLF - Cleveland-Cliffs | 2.86% | Add +9.0% | 4,037,507 | $20.42 | $82M | +334,739 | +$25M |
| BBWI - Bath & Body Works | 2.85% | Add +379.2% | 1,903,258 | $43.16 | $82M | +1,506,110 | +$69M |
| BRK.B - Berkshire Hathaway · CL B | 2.84% | Add +13.1% | 229,820 | $356.66 | $82M | +26,679 | +$11M |
| CNC - Centene | 2.77% | Add +5.4% | 1,077,905 | $74.21 | $80M | +55,505 | +$10M |
| NXPI - NXP Semiconductors | 2.72% | Reduce −0.4% | 341,427 | $229.68 | $78M | −1,535 | +$10M |
| GEHC - GE HealthCare | 2.72% | Reduce −16.1% | 1,013,958 | $77.32 | $78M | −195,210 | −$4M |
| KHC - The Kraft Heinz | 2.69% | Add +5.4% | 2,099,660 | $36.98 | $78M | +107,896 | +$11M |
| ORCL - Oracle | 2.68% | Add +29.7% | 732,044 | $105.43 | $77M | +167,529 | +$17M |
| MRK - Merck & | 2.65% | Reduce −0.2% | 701,723 | $109.02 | $77M | −1,570 | +$4M |
| WTW - Willis Towers Watson | 2.54% | New | 303,419 | $241.20 | $73M | +303,419 | +$73M |
| HOLX - Hologic | 2.48% | Add +7.8% | 998,822 | $71.45 | $71M | +72,657 | +$7M |
| AYI - Acuity Brands | 2.47% | Reduce −3.0% | 347,544 | $204.83 | $71M | −10,635 | +$10M |
| ELV - Elevance Health | 2.45% | Reduce −0.2% | 149,930 | $471.56 | $71M | −247 | +$5M |
| FDX - FedEx | 2.40% | Reduce −0.5% | 273,604 | $252.97 | $69M | −1,286 | −$4M |
| OGN - Organon & | 2.34% | Add +35.2% | 4,675,137 | $14.42 | $67M | +1,216,522 | +$7M |
| ADI - Analog Devices | 2.33% | Reduce −0.6% | 338,823 | $198.56 | $67M | −1,909 | +$8M |
| AMAT - Applied Materials | 2.14% | Reduce −2.5% | 380,535 | $162.07 | $62M | −9,662 | +$8M |
| PCAR - PACCAR | 2.12% | Reduce −5.2% | 627,382 | $97.65 | $61M | −34,739 | +$5M |
| LEN - Lennar | 2.05% | Reduce −19.3% | 396,979 | $149.04 | $59M | −94,807 | +$4M |
| CAH - Cardinal Health | 1.98% | Reduce −25.8% | 567,720 | $100.80 | $57M | −197,614 | −$9M |
| CEG - Constellation Energy | 1.90% | Reduce −11.5% | 469,374 | $116.89 | $55M | −61,220 | −$3M |
| BKR - Baker Hughes | 1.88% | Reduce −0.2% | 1,585,720 | $34.18 | $54M | −2,980 | −$2M |
| PFE - Pfizer | 1.62% | Reduce −2.8% | 1,618,906 | $28.79 | $47M | −46,741 | −$9M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AVTR - Avantor | 3.22% | Exit | 0 | $21.08 | $84M | −3,989,327 | −$84M |
| CSCO - Cisco Systems | 2.10% | Exit | 0 | $53.76 | $55M | −1,018,729 | −$55M |
| CAG - Conagra Brands | 1.60% | Exit | 0 | $27.42 | $42M | −1,522,008 | −$42M |
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