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
| TEVA - Teva Pharm | 3.66% | Reduce −9.8% | 6,761,446 | $16.25 | $110M | −733,244 | +$4M |
| FIS - Fidelity Natl Info | 3.66% | Reduce −3.2% | 1,455,273 | $75.36 | $110M | −47,376 | −$2M |
| COF - Capital One Financial | 3.47% | Reduce −6.8% | 751,016 | $138.45 | $104M | −54,575 | −$16M |
| OGN - Organon & | 3.36% | Reduce −3.1% | 4,870,683 | $20.70 | $101M | −154,065 | +$6M |
| PVH - Phillips Van Heusen | 3.22% | Reduce −4.0% | 911,857 | $105.87 | $97M | −37,709 | −$37M |
| ORCL - Oracle | 3.17% | Reduce −3.1% | 674,325 | $141.20 | $95M | −21,492 | +$8M |
| KMI - Kinder Morgan | 3.16% | Reduce −2.9% | 4,766,312 | $19.87 | $95M | −141,654 | +$5M |
| WFC - Wells Fargo & | 3.12% | Reduce −26.5% | 1,573,565 | $59.39 | $93M | −568,461 | −$31M |
| WTW - Willis Towers Watson | 3.10% | Add +19.6% | 354,537 | $262.14 | $93M | +58,085 | +$11M |
| FLEX - Flextronics | 3.09% | Reduce −26.8% | 3,144,867 | $29.49 | $93M | −1,149,763 | −$30M |
| GM - General Motors | 3.04% | Reduce −26.0% | 1,962,191 | $46.46 | $91M | −690,589 | −$29M |
| HOLX - Hologic | 2.89% | Add +5.2% | 1,166,115 | $74.25 | $87M | +57,588 | +$163K |
| HII - Huntington Ingalls Industries | 2.84% | Add +50.7% | 345,489 | $246.33 | $85M | +116,180 | +$18M |
| BKR - Baker Hughes | 2.83% | Reduce −3.2% | 2,413,144 | $35.17 | $85M | −80,074 | +$1M |
| NXPI - NXP Semiconductors | 2.80% | Reduce −3.1% | 312,431 | $269.09 | $84M | −9,910 | +$4M |
| BRK.B - Berkshire Hathaway · CL B | 2.77% | Reduce −3.2% | 204,387 | $406.80 | $83M | −6,698 | −$6M |
| BBWI - Bath & Body Works | 2.72% | Add +10.0% | 2,088,703 | $39.05 | $82M | +189,889 | −$13M |
| PFE - Pfizer | 2.65% | Add +10.9% | 2,836,057 | $27.98 | $79M | +279,825 | +$8M |
| FDX - FedEx | 2.63% | Reduce −3.0% | 262,858 | $299.84 | $79M | −8,184 | +$284K |
| KHC - The Kraft Heinz | 2.58% | Reduce −3.1% | 2,403,022 | $32.22 | $77M | −77,299 | −$14M |
| AVTR - Avantor | 2.55% | New | 3,604,345 | $21.20 | $76M | +3,604,345 | +$76M |
| CHKP - Check Point | 2.53% | Reduce −3.2% | 460,592 | $165.00 | $76M | −15,219 | −$2M |
| KR - The Kroger | 2.52% | Add +5.8% | 1,516,317 | $49.93 | $76M | +82,788 | −$6M |
| GEHC - GE HealthCare | 2.51% | Add +31.4% | 966,657 | $77.92 | $75M | +230,906 | +$8M |
| GOLD - Barrick Gold | 2.48% | Add +48.2% | 4,455,551 | $16.68 | $74M | +1,449,862 | +$24M |
| PEG - Public Service Enterprise | 2.38% | New | 967,413 | $73.70 | $71M | +967,413 | +$71M |
| VST - Vistra | 2.30% | Reduce −44.0% | 803,814 | $85.98 | $69M | −632,058 | −$31M |
| CVS - CVS Health | 2.30% | New | 1,165,831 | $59.06 | $69M | +1,165,831 | +$69M |
| TTE - TotalEnergies SE | 2.24% | Reduce −3.5% | 1,006,342 | $66.68 | $67M | −36,473 | −$5M |
| ELV - Elevance Health | 2.21% | Reduce −21.1% | 122,069 | $541.86 | $66M | −32,574 | −$14M |
| CAH - Cardinal Health | 2.20% | Add +24.8% | 669,762 | $98.32 | $66M | +133,195 | +$6M |
| CF - CF Industries | 2.19% | Add +13.1% | 888,166 | $74.12 | $66M | +103,101 | +$506K |
| MRK - Merck & | 2.19% | Reduce −23.4% | 530,895 | $123.80 | $66M | −162,397 | −$26M |
| DIS - The Walt Disney | 2.06% | New | 623,252 | $99.29 | $62M | +623,252 | +$62M |
| Perrigo | 2.05% | Add +5.2% | 2,391,049 | $25.68 | $61M | +117,230 | −$12M |
| LEN - Lennar | 1.99% | Reduce −3.1% | 398,662 | $149.87 | $60M | −12,617 | −$11M |
| CNC - Centene | 1.89% | Reduce −27.3% | 853,981 | $66.30 | $57M | −320,868 | −$36M |
| CVX - Chevron | 0.44% | Add +18.5% | 85,155 | $156.42 | $13M | +13,315 | +$2M |
| NEM - Newmont | 0.23% | New | 167,030 | $41.87 | $7M | +167,030 | +$7M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CLF - Cleveland-Cliffs | 2.73% | Exit | 0 | $22.74 | $87M | −3,831,468 | −$87M |
| PCAR - PACCAR | 2.11% | Exit | 0 | $123.89 | $68M | −545,036 | −$68M |
| CEG - Constellation Energy | 2.08% | Exit | 0 | $184.85 | $67M | −360,012 | −$67M |
| AYI - Acuity Brands | 1.56% | Exit | 0 | $268.73 | $50M | −186,126 | −$50M |
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