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Sound Shore Management Inc. Harry Burn

Greenwich, CT 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $3.2B
  • 40 holdings
  • 2026 Q2
  • +8.8% QoQ
  • Top 5 17.9%

Harry Burn's biggest moves in 2026 Q2 were opening AAL and Elevance Health, adding to Southwest Airlines and Qualcomm, trimming Regeneron and Zimmer Biomet, and selling out of Marvell Technology and Coterra Energy.

Portfolio

2026 Q2, filed 8/12/2026, top 12 of 40 holdings

Top 5 17.9%, top 10 32.5%

  1. TEVA 4.0%
  2. LUV, Southwest Airlines 3.9%
  3. BAC, Bank of America 3.6%
  4. AAL 3.3%
  5. BRK.B, Berkshire Hathaway 3.1%
  6. QCOM, Qualcomm 3.1%
  7. ELV, Elevance Health 2.9%
  8. DIS, Disney 2.9%
  9. GLW, Owens Corning 2.9%
  10. PFE, Pfizer 2.8%
  11. VST, Vistra 2.8%
  12. TEL, TE Connectivity 2.8%
  13. Other 61.9%

AUM over time

2026 Q2 $3.2B +8.8% QoQ
2021 Q3: $3.5B 2021 Q3: $3.5B
Q3 2021
2021 Q4: $3.6B, +1.7% QoQ 2021 Q4: $3.6B, +1.7% QoQ
Q4
2022 Q1: $3.4B, −4.4% QoQ 2022 Q1: $3.4B, −4.4% QoQ
Q1 2022
2022 Q2: $2.7B, −20.7% QoQ 2022 Q2: $2.7B, −20.7% QoQ
Q2
2022 Q3: $2.5B, −9.5% QoQ 2022 Q3: $2.5B, −9.5% QoQ
Q3
2022 Q4: $2.7B, +7.6% QoQ 2022 Q4: $2.7B, +7.6% QoQ
Q4
2023 Q1: $2.7B, −0.1% QoQ 2023 Q1: $2.7B, −0.1% QoQ
Q1 2023
2023 Q2: $2.7B, +2.1% QoQ 2023 Q2: $2.7B, +2.1% QoQ
Q2
2023 Q3: $2.6B, −3.7% QoQ 2023 Q3: $2.6B, −3.7% QoQ
Q3
2023 Q4: $2.9B, +10.4% QoQ 2023 Q4: $2.9B, +10.4% QoQ
Q4
2024 Q1: $3.2B, +10.9% QoQ 2024 Q1: $3.2B, +10.9% QoQ
Q1 2024
2024 Q2: $3B, −6.2% QoQ 2024 Q2: $3B, −6.2% QoQ
Q2
2024 Q3: $3.1B, +2.5% QoQ 2024 Q3: $3.1B, +2.5% QoQ
Q3
2024 Q4: $3B, −1.5% QoQ 2024 Q4: $3B, −1.5% QoQ
Q4
2025 Q1: $2.9B, −5.7% QoQ 2025 Q1: $2.9B, −5.7% QoQ
Q1 2025
2025 Q2: $2.9B, +2.8% QoQ 2025 Q2: $2.9B, +2.8% QoQ
Q2
2025 Q3: $3B, +3.1% QoQ 2025 Q3: $3B, +3.1% QoQ
Q3
2025 Q4: $3.1B, +3.9% QoQ 2025 Q4: $3.1B, +3.9% QoQ
Q4
2026 Q1: $3B, −5.1% QoQ 2026 Q1: $3B, −5.1% QoQ
Q1 2026
2026 Q2: $3.2B, +8.8% QoQ 2026 Q2: $3.2B, +8.8% QoQ
Q2

Latest book

2026 Q2 2026 Q1, filed 12 Aug, long equity only

Download CSV Download Excel All activity
TEVA 3.97% Reduce −2.1% 3,804,497 $33.88 $129M −81,186 +$12M
LUV, Southwest Airlines 3.87%, was 2.52% Add +22.0% 2,441,564 $51.42 $126M +439,587 +$50M
BAC, Bank of America 3.58% Reduce −1.3% 2,038,298 $56.98 $116M −27,284 +$15M
AAL 3.31% New 5,952,846 $18.07 $108M +5,952,846 +$108M
BRK.B, Berkshire Hathaway 3.14% Add +2.2% 203,903 $500.39 $102M +4,418 +$6.4M
QCOM, Qualcomm 3.12%, was 1.83% Add +29.0% 547,812 $184.79 $101M +123,016 +$47M
ELV, Elevance Health 2.90% New 243,452 $386.73 $94M +243,452 +$94M
DIS, Disney 2.87%, was 3.13% Reduce −0.3% 967,830 $96.25 $93M −2,606 −$377K
GLW, Owens Corning 2.86% Reduce −1.3% 584,629 $158.96 $93M −7,701 +$29M
PFE, Pfizer 2.83%, was 2.70% Add +33.1% 3,820,117 $24.08 $92M +949,696 +$11M
VST, Vistra 2.82%, was 2.42% Add +20.3% 577,385 $158.63 $92M +97,623 +$19M
TEL, TE Connectivity 2.78% New 447,360 $201.61 $90M +447,360 +$90M
QXO, QXO Inc 2.77%, was 2.56% Add +32.3% 5,198,401 $17.28 $90M +1,268,591 +$14M
BA, Boeing 2.71%, was 2.37% Add +14.7% 407,058 $216.47 $88M +52,049 +$17M
UPS 2.65%, was 2.40% Add +10.1% 801,772 $107.50 $86M +73,706 +$15M
C, Citigroup 2.65%, was 2.94% Reduce −20.4% 615,635 $139.96 $86M −157,964 −$1.6M
INCY, Incyte 2.64% Reduce −1.3% 757,723 $113.36 $86M −10,106 +$14M
WRK, Westrock 2.61%, was 2.02% Add +21.6% 1,835,817 $46.26 $85M +326,681 +$25M
AMZN, Amazon 2.57%, was 2.64% Reduce −7.6% 350,136 $238.34 $83M −28,739 +$4.5M
EQT 2.56% Add +26.7% 1,565,288 $53.17 $83M +329,723 +$4.6M
GOOGL, Alphabet 2.56% Reduce −9.0% 232,766 $357.37 $83M −22,905 +$9.7M
TMO, Thermo Fisher Scientific 2.55% New 165,318 $501.36 $83M +165,318 +$83M
BP 2.55% Add +34.1% 2,241,317 $36.95 $83M +569,634 +$4.2M
OMC, Omnicom Group 2.53%, was 2.13% Add +34.0% 1,129,610 $72.83 $82M +286,648 +$19M
NXPI, NXP Semiconductors 2.48%, was 2.71% Reduce −30.2% 286,699 $281.03 $81M −123,954 −$270K
REGN, Regeneron 2.44%, was 3.91% Reduce −15.9% 126,994 $623.54 $79M −23,966 −$37M
GM, General Motors 2.43%, was 2.59% Reduce −1.3% 1,024,187 $77.08 $79M −13,175 +$1.7M
PEG, Public Service Enterprise Group 2.42%, was 2.67% Reduce −1.5% 969,513 $81.16 $79M −15,145 −$1M
MHK, Mohawk Industries 2.37% Reduce −1.3% 634,336 $121.33 $77M −8,201 +$14M
WFC, Wells Fargo 2.27%, was 2.41% Reduce −1.3% 890,946 $82.64 $74M −11,484 +$1.8M
GEHC, GE HealthCare 2.21%, was 2.85% Reduce −6.2% 1,119,193 $64.01 $72M −73,548 −$13M
CSX 2.15%, was 2.75% Reduce −26.5% 1,472,441 $47.53 $70M −529,718 −$12M
NFG, National Fuel Gas 2.15% New 902,778 $77.21 $70M +902,778 +$70M
ZBH, Zimmer Biomet 2.11%, was 3.19% Reduce −24.5% 794,602 $86.09 $68M −257,600 −$27M
GPC, Genuine Parts 2.10% New 579,343 $117.98 $68M +579,343 +$68M
ORCL, Oracle 2.05% New 454,708 $146.55 $67M +454,708 +$67M
MDT, Medtronic 2.02% Add +1.6% 838,573 $78.23 $66M +13,334 −$5.9M
KD, Kyndryl 0.87%, was 1.82% Reduce −39.6% 2,504,350 $11.31 $28M −1,643,634 −$26M
PKG, Packaging 0.45%, was 0.39% Add +11.5% 61,025 $238.28 $15M +6,275 +$2.9M
CVX, Chevron 0.07% Add +36.7% 13,475 $165.76 $2.2M +3,620 +$195K

Exits / last held

Gone since 2026 Q1, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MRVL, Marvell Technology 3.81% Exit 0 $99.05 $114M −1,148,590 −$114M
CTRA, Coterra Energy 2.51% Exit 0 $35.14 $75M −2,128,868 −$75M
CHKP, Check Point Software Technologies 2.48% Exit 0 $142.85 $74M −518,529 −$74M
ACI, Albertsons Companies 2.36% Exit 0 $17.04 $70M −4,134,360 −$70M
ICLR, ICON 2.32% Exit 0 $110.66 $69M −626,958 −$69M
KMI, Kinder Morgan 2.15% Exit 0 $33.53 $64M −1,914,405 −$64M
FLEX, Flextronics 2.03% Exit 0 $65.46 $61M −924,882 −$61M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds 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.

20 processed 13Fs on this site, 2021 Q3 to 2026 Q2

Notable person
Harry Burn
SEC filing name
SOUND SHORE MANAGEMENT INC /CT/
Location
Greenwich, CT
All SEC filings
View on sec.gov