Harry Burn (Sound Shore Management) portfolio: Q2 2026 13F
Every US-listed position Sound Shore Management reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Aug 12, 2026. 40 positions at the quarter end, after opening 7 and exiting 7 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| TEVA | Teva Pharmaceutical Industries Ltd | 3.97% | $128.90M | 3,804,497 | Trimmed |
| LUV | Southwest Airlines Co | 3.87% | $125.55M | 2,441,564 | Added |
| BAC | Bank of America Corp | 3.58% | $116.14M | 2,038,298 | Trimmed |
| AAL | American Airlines Group Inc. | 3.31% | $107.57M | 5,952,846 | New |
| BRK-B | Berkshire Hathaway Inc | 3.14% | $102.03M | 203,903 | Added |
| QCOM | Qualcomm Inc | 3.12% | $101.23M | 547,812 | Added |
| ELV | Elevance Health, Inc. | 2.90% | $94.15M | 243,452 | New |
| DIS | Walt Disney Co | 2.87% | $93.15M | 967,830 | Trimmed |
| OC | Owens Corning | 2.86% | $92.93M | 584,629 | Trimmed |
| PFE | Pfizer Inc | 2.83% | $91.99M | 3,820,117 | Added |
| VST | Vistra Corp. | 2.82% | $91.59M | 577,385 | Added |
| TEL | TE Connectivity plc | 2.78% | $90.19M | 447,360 | New |
| QXO | QXO, Inc. | 2.77% | $89.83M | 5,198,401 | Added |
| BA | Boeing Co | 2.71% | $88.12M | 407,058 | Added |
| UPS | United Parcel Service Inc | 2.65% | $86.19M | 801,772 | Added |
| C | Citigroup Inc | 2.65% | $86.16M | 615,635 | Trimmed |
| INCY | Incyte Corp | 2.64% | $85.90M | 757,723 | Trimmed |
| SW | Smurfit Westrock plc | 2.61% | $84.92M | 1,835,817 | Added |
| AMZN | Amazon.com Inc | 2.57% | $83.45M | 350,136 | Trimmed |
| EQT | EQT Corp | 2.56% | $83.23M | 1,565,288 | Added |
| GOOGL | Alphabet Inc. | 2.56% | $83.18M | 232,766 | Trimmed |
| TMO | Thermo Fisher Scientific Inc. | 2.55% | $82.88M | 165,318 | New |
| BP | BP plc | 2.55% | $82.82M | 2,241,317 | Added |
| OMC | Omnicom Group Inc. | 2.53% | $82.27M | 1,129,610 | Added |
| NXPI | NXP Semiconductors N.V. | 2.48% | $80.57M | 286,699 | Trimmed |
| REGN | Regeneron Pharmaceuticals, Inc. | 2.44% | $79.19M | 126,994 | Trimmed |
| GM | General Motors Co | 2.43% | $78.94M | 1,024,187 | Trimmed |
| PEG | Public Service Enterprise Group Inc | 2.42% | $78.69M | 969,513 | Trimmed |
| MHK | Mohawk Industries Inc | 2.37% | $76.96M | 634,336 | Trimmed |
| WFC | Wells Fargo & Company | 2.27% | $73.63M | 890,946 | Trimmed |
| GEHC | GE HealthCare Technologies Inc. | 2.21% | $71.64M | 1,119,193 | Trimmed |
| CSX | CSX Corp | 2.15% | $69.99M | 1,472,441 | Trimmed |
| NFG | National Fuel Gas Co | 2.15% | $69.70M | 902,778 | New |
| ZBH | Zimmer Biomet Holdings, Inc. | 2.11% | $68.41M | 794,602 | Trimmed |
| GPC | Genuine Parts Co | 2.10% | $68.35M | 579,343 | New |
| ORCL | Oracle Corp | 2.05% | $66.64M | 454,708 | New |
| MDT | Medtronic plc | 2.02% | $65.60M | 838,573 | Added |
| KD | Kyndryl Holdings, Inc. | 0.87% | $28.32M | 2,504,350 | Trimmed |
| PKG | Packaging Corp of America | 0.45% | $14.54M | 61,025 | Added |
| CVX | Chevron Corp | 0.07% | $2.23M | 13,475 | Added |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | TEVA | Teva Pharmaceutical Industries Ltd | -81,186 | $128.90M |
| Added | LUV | Southwest Airlines Co | +439,587 | $125.55M |
| Trimmed | BAC | Bank of America Corp | -27,284 | $116.14M |
| New | AAL | American Airlines Group Inc. | +5,952,846 | $107.57M |
| Added | BRK-B | Berkshire Hathaway Inc | +4,418 | $102.03M |
| Added | QCOM | Qualcomm Inc | +123,016 | $101.23M |
| New | ELV | Elevance Health, Inc. | +243,452 | $94.15M |
| Trimmed | DIS | Walt Disney Co | -2,606 | $93.15M |
| Trimmed | OC | Owens Corning | -7,701 | $92.93M |
| Added | PFE | Pfizer Inc | +949,696 | $91.99M |
| Added | VST | Vistra Corp. | +97,623 | $91.59M |
| New | TEL | TE Connectivity plc | +447,360 | $90.19M |
| Added | QXO | QXO, Inc. | +1,268,591 | $89.83M |
| Added | BA | Boeing Co | +52,049 | $88.12M |
| Added | UPS | United Parcel Service Inc | +73,706 | $86.19M |
| Trimmed | C | Citigroup Inc | -157,964 | $86.16M |
| Trimmed | INCY | Incyte Corp | -10,106 | $85.90M |
| Added | SW | Smurfit Westrock plc | +326,681 | $84.92M |
| Trimmed | AMZN | Amazon.com Inc | -28,739 | $83.45M |
| Added | EQT | EQT Corp | +329,723 | $83.23M |
| Trimmed | GOOGL | Alphabet Inc. | -22,905 | $83.18M |
| New | TMO | Thermo Fisher Scientific Inc. | +165,318 | $82.88M |
| Added | BP | BP plc | +569,634 | $82.82M |
| Added | OMC | Omnicom Group Inc. | +286,648 | $82.27M |
| Trimmed | NXPI | NXP Semiconductors N.V. | -123,954 | $80.57M |
The 25 largest changes by value. The full quarter, filterable by action, loads below.
About these holdings
The 13F on record for Harry Burn (Sound Shore Management), filed on Aug 12, 2026, reports 40 positions as of Jun 30, 2026. The largest is Teva Pharmaceutical Industries Ltd (TEVA) at 4.0% of the reported portfolio, followed by Southwest Airlines Co (LUV, 3.9%) and Bank of America Corp (BAC, 3.6%). The ten largest make up 32.4% of it. Against the previous quarter, it opened 7 new positions, added to 15, trimmed 18 and sold out of 7. The largest new position is American Airlines Group Inc. (AAL), at 3.3% of the portfolio. The largest position it added to is Southwest Airlines Co (LUV), now 3.9%. The largest it sold out of, by its value the quarter before, is Marvell Technology, Inc. (MRVL).
Teva Pharmaceutical Industries Ltd (TEVA), the largest position, is also held by David Einhorn, Stanley Druckenmiller, Ray Dalio and Ken Griffin.
Other investors
Samantha McLemoreGlenn GreenbergDan LoebTerry SmithHenry EllenbogenDavid EinhornVulcan Value PartnersChase Coleman