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 | 4.18% | Reduce −5.2% | 949,566 | $140.61 | $134M | −51,997 | +$11M |
| WFC - Wells Fargo & | 3.88% | Reduce −5.2% | 2,142,026 | $57.96 | $124M | −116,816 | +$13M |
| FLEX - Flextronics | 3.84% | Add +10.9% | 4,294,630 | $28.61 | $123M | +422,596 | +$5M |
| GM - General Motors | 3.76% | Reduce −2.5% | 2,652,780 | $45.35 | $120M | −68,742 | +$23M |
| COF - Capital One Financial | 3.75% | Reduce −5.1% | 805,591 | $148.89 | $120M | −42,904 | +$9M |
| FIS - Fidelity Natl Info | 3.49% | Reduce −2.1% | 1,502,649 | $74.18 | $111M | −31,841 | +$19M |
| TEVA - Teva Pharm | 3.31% | Reduce −16.0% | 7,494,690 | $14.11 | $106M | −1,424,544 | +$13M |
| VST - Vistra | 3.13% | Reduce −37.4% | 1,435,872 | $69.65 | $100M | −856,689 | +$12M |
| BBWI - Bath & Body Works | 2.97% | Reduce −0.2% | 1,898,814 | $50.02 | $95M | −4,444 | +$13M |
| OGN - Organon & | 2.95% | Add +7.5% | 5,024,748 | $18.80 | $94M | +349,611 | +$27M |
| CNC - Centene | 2.88% | Add +9.0% | 1,174,849 | $78.48 | $92M | +96,944 | +$12M |
| KHC - The Kraft Heinz | 2.86% | Add +18.1% | 2,480,321 | $36.90 | $92M | +380,661 | +$14M |
| MRK - Merck & | 2.86% | Reduce −1.2% | 693,292 | $131.95 | $91M | −8,431 | +$15M |
| KMI - Kinder Morgan | 2.82% | Add +4.4% | 4,907,966 | $18.34 | $90M | +204,932 | +$7M |
| BRK.B - Berkshire Hathaway · CL B | 2.78% | Reduce −8.2% | 211,085 | $420.52 | $89M | −18,735 | +$7M |
| ORCL - Oracle | 2.73% | Reduce −4.9% | 695,817 | $125.61 | $87M | −36,227 | +$10M |
| CLF - Cleveland-Cliffs | 2.73% | Reduce −5.1% | 3,831,468 | $22.74 | $87M | −206,039 | +$5M |
| HOLX - Hologic | 2.70% | Add +11.0% | 1,108,527 | $77.96 | $86M | +109,705 | +$15M |
| BKR - Baker Hughes | 2.61% | Add +57.2% | 2,493,218 | $33.50 | $84M | +907,498 | +$29M |
| KR - The Kroger | 2.56% | New | 1,433,529 | $57.13 | $82M | +1,433,529 | +$82M |
| WTW - Willis Towers Watson | 2.55% | Reduce −2.3% | 296,452 | $275.00 | $82M | −6,967 | +$8M |
| ELV - Elevance Health | 2.51% | Add +3.1% | 154,643 | $518.54 | $80M | +4,713 | +$9M |
| NXPI - NXP Semiconductors | 2.50% | Reduce −5.6% | 322,341 | $247.77 | $80M | −19,086 | +$1M |
| FDX - FedEx | 2.46% | Reduce −0.9% | 271,042 | $289.74 | $79M | −2,562 | +$9M |
| CHKP - Check Point | 2.44% | New | 475,811 | $164.01 | $78M | +475,811 | +$78M |
| Perrigo | 2.29% | New | 2,273,819 | $32.19 | $73M | +2,273,819 | +$73M |
| TTE - TotalEnergies SE | 2.25% | Reduce −16.4% | 1,042,815 | $68.83 | $72M | −204,809 | −$12M |
| PFE - Pfizer | 2.22% | Add +57.9% | 2,556,232 | $27.75 | $71M | +937,326 | +$24M |
| LEN - Lennar | 2.21% | Add +3.6% | 411,279 | $171.98 | $71M | +14,300 | +$12M |
| PCAR - PACCAR | 2.11% | Reduce −13.1% | 545,036 | $123.89 | $68M | −82,346 | +$6M |
| GEHC - GE HealthCare | 2.09% | Reduce −27.4% | 735,751 | $90.91 | $67M | −278,207 | −$12M |
| HII - Huntington Ingalls Industries | 2.09% | Reduce −35.1% | 229,309 | $291.47 | $67M | −123,755 | −$25M |
| CEG - Constellation Energy | 2.08% | Reduce −23.3% | 360,012 | $184.85 | $67M | −109,362 | +$12M |
| CF - CF Industries | 2.04% | New | 785,065 | $83.21 | $65M | +785,065 | +$65M |
| CAH - Cardinal Health | 1.88% | Reduce −5.5% | 536,567 | $111.90 | $60M | −31,153 | +$3M |
| AYI - Acuity Brands | 1.56% | Reduce −46.4% | 186,126 | $268.73 | $50M | −161,418 | −$21M |
| GOLD - Barrick Gold | 1.56% | New | 3,005,689 | $16.64 | $50M | +3,005,689 | +$50M |
| CVX - Chevron | 0.35% | New | 71,840 | $157.74 | $11M | +71,840 | +$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BA - Boeing | 3.36% | Exit | 0 | $260.66 | $97M | −371,498 | −$97M |
| MU - Micron Technology | 3.24% | Exit | 0 | $85.34 | $94M | −1,096,241 | −$94M |
| ADI - Analog Devices | 2.33% | Exit | 0 | $198.56 | $67M | −338,823 | −$67M |
| AMAT - Applied Materials | 2.14% | Exit | 0 | $162.07 | $62M | −380,535 | −$62M |
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