Q2 2026 · SEC CIK 0000820124

Harry Burn portfolio

SuperinvestorInvestment managerSound Shore Management Inc /CT/ filed on 2026-08-12. Open SEC filings ↗

Reported 13F value: $3.2B
Reported positions: 40
Eligible equities: 39
Holdings vs S&P 500, 3 years: +0.6 pts

Average holding period of the top positions: 2.1 yrs. Holdings vs the S&P 500 over 1 and 5 years: +9.2 pts, -0.7 pts.

In its Q2 2026 13F, filed 2026-08-12, Sound Shore Management Inc /CT/ reported 40 positions worth $3.2B. Its largest holdings were Teva Pharmaceutical Industries Ltd. - ADR (TEVA, 4.0%), Southwest Airlines Co. (LUV, 3.9%), Bank of America Corporation (BAC, 3.6%). Over the last 3 years its top holdings ran 0.6 points a year ahead of the S&P 500.

Reported holdings in the Q2 2026 13F.

The portfolio weight uses the full reported share-portfolio denominator. Weight changes compare this 13F with the one before it; price moves also change weights, so these are not trade labels. “New” means the position was not in the previous 13F at all; “—” marks a small position the earlier filing data does not cover.

Harry Burn eligible holdings
Stock	% of reported portfolio	Prior quarter	Weight change	Reported shares	Reported value
TEVATeva Pharmaceutical Industries Ltd. - ADR	4.0%	3.9%	+0.05 pp	3,804,497	$128.9M
LUVSouthwest Airlines Co.	3.9%	2.5%	+1.35 pp	2,441,564	$125.5M
BACBank of America Corporation	3.6%	3.4%	+0.20 pp	2,038,298	$116.1M
AALAmerican Airlines Group Inc.	3.3%	New	New	5,952,846	$107.6M
BRK-BBerkshire Hathaway Inc. - Class B	3.1%	3.2%	-0.06 pp	203,903	$102.0M
QCOMQUALCOMM Incorporated	3.1%	1.8%	+1.28 pp	547,812	$101.2M
ELVElevance Health, Inc.	2.9%	New	New	243,452	$94.2M
DISThe Walt Disney Company	2.9%	3.1%	-0.27 pp	967,830	$93.2M
OCOwens Corning	2.9%	2.1%	+0.71 pp	584,629	$92.9M
PFEPfizer Inc	2.8%	2.7%	+0.13 pp	3,820,117	$92.0M
VSTVistra Corp.	2.8%	2.4%	+0.40 pp	577,385	$91.6M
QXOQXO, Inc.	2.8%	2.6%	+0.21 pp	5,198,401	$89.8M
BAThe Boeing Company	2.7%	2.4%	+0.35 pp	407,058	$88.1M
UPSUnited Parcel Service, Inc. Cl B	2.7%	2.4%	+0.25 pp	801,772	$86.2M
CCitigroup Inc.	2.7%	2.9%	-0.29 pp	615,635	$86.2M
INCYIncyte Corporation	2.6%	2.4%	+0.22 pp	757,723	$85.9M
SWSmurfit WestRock Public Limited Company	2.6%	2.0%	+0.60 pp	1,835,817	$84.9M
AMZNAmazon.com, Inc.	2.6%	2.6%	-0.08 pp	350,136	$83.5M
EQTEQT Corporation	2.6%	2.6%	-0.07 pp	1,565,288	$83.2M
GOOGLAlphabet Inc. - Class A	2.6%	2.5%	+0.10 pp	232,766	$83.2M
TMOThermo Fisher Scientific, Inc.	2.6%	New	New	165,318	$82.9M
BPBP PLC Sponsored ADR	2.5%	2.6%	-0.08 pp	2,241,317	$82.8M
OMCOmnicom Group Inc.	2.5%	2.1%	+0.41 pp	1,129,610	$82.3M
NXPINXP Semiconductors NV	2.5%	2.7%	-0.23 pp	286,699	$80.6M
REGNRegeneron Pharmaceuticals, Inc.	2.4%	3.9%	-1.47 pp	126,994	$79.2M
GMGeneral Motors Company	2.4%	2.6%	-0.16 pp	1,024,187	$78.9M
PEGPublic Service Enterprise Group Incorporated	2.4%	2.7%	-0.25 pp	969,513	$78.7M
MHKMohawk Industries, Inc.	2.4%	2.1%	+0.25 pp	634,336	$77.0M
WFCWells Fargo & Company	2.3%	2.4%	-0.14 pp	890,946	$73.6M
GEHCGE HealthCare Technologies Inc.	2.2%	2.8%	-0.64 pp	1,119,193	$71.6M
CSXCSX Corporation	2.2%	2.8%	-0.60 pp	1,472,441	$70.0M
NFGNational Fuel Gas Company	2.1%	New	New	902,778	$69.7M
ZBHZimmer Biomet Holdings Inc.	2.1%	3.2%	-1.08 pp	794,602	$68.4M
GPCGenuine Parts Company	2.1%	New	New	579,343	$68.4M
ORCLOracle Corporation	2.1%	New	New	454,708	$66.6M
MDTMedtronic, PLC	2.0%	2.4%	-0.38 pp	838,573	$65.6M
KDKyndryl Holdings, Inc.	0.9%	1.8%	-0.95 pp	2,504,350	$28.3M
PKGPackaging Corporation of America	0.4%	0.4%	+0.06 pp	61,025	$14.5M
CVXChevron Corporation	0.1%	0.1%	+0.00 pp	13,475	$2.2M

What Harry Burn bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +30.9% /yr; S&P 500 +20.1%
3 years: +20.4% /yr; S&P 500 +20.4%
5 years: +10.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Questions about Harry Burn's portfolio

What stocks does Harry Burn own?

Sound Shore Management Inc /CT/'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 40 positions worth $3.2B. The largest are Teva Pharmaceutical Inds Ltd (TEVA) at 4.0%, Southwest Airls Co (LUV) at 3.9%, Bank of Amer Corp (BAC) at 3.6%, American Airlines Group Inc (AAL) at 3.3% and Berkshire Hathaway Inc Del (BRK-B) at 3.1%.

What did Harry Burn buy last quarter?

In Q2 2026, Sound Shore Management Inc /CT/ added a new position in American Airlines Group Inc (AAL), a new position in Elevance Health Inc Formerly (ELV), a new position in Te Connectivity PLC (TEL), a new position in Thermo Fisher Scientific Inc (TMO), a new position in National Fuel Gas Co (NFG), Chevron Corporation (CVX) (+36.7% shares), Bp PLC (BP) (+34.1% shares) and Omnicom Group Inc (OMC) (+34.0% shares), compared with its Q1 2026 filing.

What did Harry Burn sell last quarter?

In Q2 2026, Sound Shore Management Inc /CT/ sold all of Marvell Technology Inc (MRVL), sold all of Coterra Energy Inc (COG), sold all of Check Point Software Tech Lt (CHKP), sold all of Albertsons Cos Inc (ACI), sold all of Icon Plc (ICLR), Kyndryl Hldgs Inc Common Stock (KD) (-39.6% shares), Nxp Semiconductors N V (NXPI) (-30.2% shares) and Csx Corp (CSX) (-26.5% shares), compared with its Q1 2026 filing.

How has Harry Burn's portfolio performed?

A portfolio copying Sound Shore Management Inc /CT/'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +30.9% against +20.1%. Over 5 years: +10.3% a year against +11.6%.

When is Sound Shore Management Inc /CT/'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Sound Shore Management Inc /CT/'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.