What did Harry Burn actually do?

A source-backed history of material decisions from Sound Shore. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 30
Stocks observed: 14
Outcomes observed: 30

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 12, 2026
43d lag
TMONEWNEW
Harry Burn · 2.6% of reported portfolio
Original SEC filing ↗
+10.8% vs SPY
36 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 12, 2026
43d lag
ORCLNEWNEW
Harry Burn · 2.1% of reported portfolio
Original SEC filing ↗
-8.1% vs SPY
36 sessions after disclosure
direction not supported so far
Q1 2026
filed May 7, 2026
37d lag
GOOGLTRIM-26.9%
Harry Burn · 3.5% of reported portfolio
Original SEC filing ↗
-16.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 7, 2026
37d lag
BACADD+30.9%
Harry Burn · 3.4% of reported portfolio
Original SEC filing ↗
+18.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 7, 2026
37d lag
CRMEXITEXIT
Harry Burn · 3.2% of reported portfolio
Original SEC filing ↗
+1.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 7, 2026
37d lag
COFEXITEXIT
Harry Burn · 2.8% of reported portfolio
Original SEC filing ↗
+10.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 7, 2026
37d lag
AMZNNEWNEW
Harry Burn · 2.6% of reported portfolio
Original SEC filing ↗
-4.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 7, 2026
37d lag
AMATEXITEXIT
Harry Burn · 2.3% of reported portfolio
Original SEC filing ↗
+18.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 7, 2026
37d lag
WBDEXITEXIT
Harry Burn · 0.9% of reported portfolio
Original SEC filing ↗
-6.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 10, 2026
41d lag
DISADD+34.1%
Harry Burn · 3.5% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 10, 2026
41d lag
COFTRIM-20.0%
Harry Burn · 3.2% of reported portfolio
Original SEC filing ↗
-20.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 10, 2026
41d lag
WBDTRIM-77.2%
Harry Burn · 2.8% of reported portfolio
Original SEC filing ↗
-9.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 6, 2025
37d lag
CTRIM-29.6%
Harry Burn · 4.1% of reported portfolio
Original SEC filing ↗
+19.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 6, 2025
37d lag
WBDTRIM-49.2%
Harry Burn · 3.3% of reported portfolio
Original SEC filing ↗
+16.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 6, 2025
37d lag
BRK/BADD+52.7%
Harry Burn · 3.0% of reported portfolio
Original SEC filing ↗
-3.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 6, 2025
37d lag
GOOGLTRIM-25.4%
Harry Burn · 2.6% of reported portfolio
Original SEC filing ↗
+12.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 6, 2025
37d lag
BACNEWNEW
Harry Burn · 3.4% of reported portfolio
Original SEC filing ↗
+12.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 6, 2025
37d lag
WBDNEWNEW
Harry Burn · 3.3% of reported portfolio
Original SEC filing ↗
+83.5% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 6, 2025
37d lag
DISTRIM-29.2%
Harry Burn · 3.2% of reported portfolio
Original SEC filing ↗
-8.3% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 6, 2025
37d lag
BMYEXITEXIT
Harry Burn · 3.0% of reported portfolio
Original SEC filing ↗
-5.2% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 6, 2025
37d lag
GOOGLNEWNEW
Harry Burn · 2.6% of reported portfolio
Original SEC filing ↗
+34.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 6, 2025
36d lag
DISADD+20.0%
Harry Burn · 3.2% of reported portfolio
Original SEC filing ↗
+0.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 11, 2025
42d lag
CNEWNEW
Harry Burn · 2.9% of reported portfolio
Original SEC filing ↗
-3.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 11, 2025
42d lag
BMYNEWNEW
Harry Burn · 2.6% of reported portfolio
Original SEC filing ↗
-13.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 11, 2025
42d lag
BRK/BADD+21.1%
Harry Burn · 2.4% of reported portfolio
Original SEC filing ↗
+11.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 11, 2025
42d lag
ORCLEXITEXIT
Harry Burn · 2.4% of reported portfolio
Original SEC filing ↗
-3.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 11, 2025
42d lag
CVSEXITEXIT
Harry Burn · 2.3% of reported portfolio
Original SEC filing ↗
-0.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 12, 2024
43d lag
ORCLTRIM-37.1%
Harry Burn · 3.2% of reported portfolio
Original SEC filing ↗
-10.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 12, 2024
43d lag
DISADD+52.6%
Harry Burn · 3.0% of reported portfolio
Original SEC filing ↗
+5.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 12, 2024
43d lag
BRK/BTRIM-35.9%
Harry Burn · 2.8% of reported portfolio
Original SEC filing ↗
+0.0% vs SPY
63 sessions after disclosure
direction not supported so far

Latticework Follow

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.