Harry Burn, Sound Shore
Portfolio USD 3,247,772,000 across 40 positions as of 2026 Q2; history from 2006 Q4. Source: quarterly 13F filings via dataroma.com.
Positions, 2026 Q2
- TEVA Teva Pharmaceutical Industries Ltd.: 4.0% of portfolio, USD 128,896,000, reduce -2.09%
- LUV Southwest Airlines: 3.9% of portfolio, USD 125,545,000, add +21.96%
- BAC Bank of America Corp.: 3.6% of portfolio, USD 116,142,000, reduce -1.32%
- AAL American Airlines Group Inc.: 3.3% of portfolio, USD 107,568,000, new
- BRK.B Berkshire Hathaway CL B: 3.1% of portfolio, USD 102,031,000, add +2.21%
- QCOM QUALCOMM Inc.: 3.1% of portfolio, USD 101,230,000, add +28.96%
- ELV Elevance Health Inc.: 2.9% of portfolio, USD 94,150,000, new
- DIS Walt Disney Co.: 2.9% of portfolio, USD 93,154,000, reduce -0.27%
- OC Owens Corning: 2.9% of portfolio, USD 92,933,000, reduce -1.3%
- PFE Pfizer Inc.: 2.8% of portfolio, USD 91,988,000, add +33.09%
- VST Vistra Corp.: 2.8% of portfolio, USD 91,591,000, add +20.35%
- TEL TE Connectivity plc: 2.8% of portfolio, USD 90,192,000, new
- QXO Qxo Inc: 2.8% of portfolio, USD 89,828,000, add +32.28%
- BA Boeing Co.: 2.7% of portfolio, USD 88,116,000, add +14.66%
- UPS United Parcel Service: 2.7% of portfolio, USD 86,190,000, add +10.12%
- C Citigroup Inc.: 2.7% of portfolio, USD 86,164,000, reduce -20.42%
- INCY Incyte Corp.: 2.6% of portfolio, USD 85,895,000, reduce -1.32%
- SW Smurfit Westrock Plc: 2.6% of portfolio, USD 84,925,000, add +21.65%
- AMZN Amazon.com Inc.: 2.6% of portfolio, USD 83,451,000, reduce -7.59%
- EQT EQT Corp.: 2.6% of portfolio, USD 83,226,000, add +26.69%
- GOOGL Alphabet Inc.: 2.6% of portfolio, USD 83,184,000, reduce -8.96%
- TMO Thermo Fisher Scientific: 2.6% of portfolio, USD 82,884,000, new
- BP BP plc: 2.6% of portfolio, USD 82,817,000, add +34.08%
- OMC Omnicom Group: 2.5% of portfolio, USD 82,269,000, add +34%
- NXPI NXP Semiconductors NV: 2.5% of portfolio, USD 80,571,000, reduce -30.18%
- REGN Regeneron Pharmaceuticals: 2.4% of portfolio, USD 79,186,000, reduce -15.88%
- GM General Motors: 2.4% of portfolio, USD 78,944,000, reduce -1.27%
- PEG Public Serv. Enterprise Inc.: 2.4% of portfolio, USD 78,686,000, reduce -1.54%
- MHK Mohawk Industries: 2.4% of portfolio, USD 76,964,000, reduce -1.28%
- WFC Wells Fargo: 2.3% of portfolio, USD 73,628,000, reduce -1.27%
- GEHC GE HealthCare Technologies Inc.: 2.2% of portfolio, USD 71,640,000, reduce -6.17%
- CSX CSX Corp.: 2.2% of portfolio, USD 69,985,000, reduce -26.46%
- NFG National Fuel Gas: 2.2% of portfolio, USD 69,703,000, new
- ZBH Zimmer Biomet Holdings: 2.1% of portfolio, USD 68,407,000, reduce -24.48%
- GPC Genuine Parts: 2.1% of portfolio, USD 68,351,000, new
- ORCL Oracle Corp.: 2.1% of portfolio, USD 66,637,000, new
- MDT Medtronic plc: 2.0% of portfolio, USD 65,602,000, add +1.62%
- KD Kyndryl Holdings Inc: 0.9% of portfolio, USD 28,324,000, reduce -39.62%
- PKG Packaging Corp. of America: 0.5% of portfolio, USD 14,541,000, add +11.46%
- CVX Chevron Corp.: 0.1% of portfolio, USD 2,234,000, add +36.73%
Portfolio value, all published quarters
- 2006 Q4: USD 2,780,432,659
- 2007 Q1: USD 2,813,370,821
- 2007 Q2: USD 2,916,383,628
- 2007 Q3: USD 2,885,658,476
- 2007 Q4: USD 2,670,622,729
- 2008 Q1: USD 2,325,906,284
- 2008 Q2: USD 2,279,324,904
- 2008 Q3: USD 2,121,005,296
- 2008 Q4: USD 1,540,484,565
- 2009 Q1: USD 1,416,455,395
- 2009 Q2: USD 1,682,890,165
- 2009 Q3: USD 1,992,024,121
- 2009 Q4: USD 1,988,943,727
- 2010 Q1: USD 2,133,879,585
- 2010 Q2: USD 1,626,382,142
- 2010 Q3: USD 1,763,695,857
- 2010 Q4: USD 1,868,796,397
- 2011 Q1: USD 1,967,171,919
- 2011 Q2: USD 1,906,643,654
- 2011 Q3: USD 1,470,617,338
- 2011 Q4: USD 1,553,069,054
- 2012 Q1: USD 1,640,951,023
- 2012 Q2: USD 1,470,755,468
- 2012 Q3: USD 1,477,234,539
- 2012 Q4: USD 1,448,139,663
- 2013 Q1: USD 1,579,420,263
- 2013 Q2: USD 1,721,821,717
- 2013 Q3: USD 1,891,448,965
- 2013 Q4: USD 2,122,675,416
- 2014 Q1: USD 2,194,887,641
- 2014 Q2: USD 2,364,029,696
- 2014 Q3: USD 2,418,694,095
- 2014 Q4: USD 2,283,967,555
- 2015 Q1: USD 2,289,123,286
- 2015 Q2: USD 2,254,143,494
- 2015 Q3: USD 1,819,207,479
- 2015 Q4: USD 1,876,331,769
- 2016 Q1: USD 1,823,219,084
- 2016 Q2: USD 1,780,077,338
- 2016 Q3: USD 1,806,845,428
- 2016 Q4: USD 1,887,239,607
- 2017 Q1: USD 1,960,712,041
- 2017 Q2: USD 1,965,574,122
- 2017 Q3: USD 2,010,345,544
- 2017 Q4: USD 2,081,620,697
- 2018 Q1: USD 1,953,404,338
- 2018 Q2: USD 1,937,672,783
- 2018 Q3: USD 1,958,244,971
- 2018 Q4: USD 1,595,466,093
- 2019 Q1: USD 1,759,335,771
- 2019 Q2: USD 1,679,021,371
- 2019 Q3: USD 1,568,322,498
- 2019 Q4: USD 1,476,811,051
- 2020 Q1: USD 928,604,901
- 2020 Q2: USD 998,867,285
- 2020 Q3: USD 1,029,815,677
- 2020 Q4: USD 1,122,788,996
- 2021 Q1: USD 1,196,221,469
- 2021 Q2: USD 1,246,864,163
- 2021 Q3: USD 1,220,793,086
- 2021 Q4: USD 1,190,398,524
- 2022 Q1: USD 1,146,066,405
- 2022 Q2: USD 967,062,512
- 2022 Q3: USD 856,341,739
- 2022 Q4: USD 864,809,555
- 2023 Q1: USD 2,657,085,043
- 2023 Q2: USD 2,713,829,069
- 2023 Q3: USD 2,611,077,901
- 2023 Q4: USD 2,883,461,635
- 2024 Q1: USD 3,197,765,077
- 2024 Q2: USD 2,999,077,435
- 2024 Q3: USD 3,075,087,441
- 2024 Q4: USD 3,029,418,690
- 2025 Q1: USD 2,854,353,616
- 2025 Q2: USD 2,933,940,614
- 2025 Q3: USD 3,025,020,863
- 2025 Q4: USD 3,142,596,075
- 2026 Q1: USD 2,984,358,348
- 2026 Q2: USD 3,247,772,000