What Harry Burn bought and sold in Q1 2026
In Q1 2026, Harry Burn (Sound Shore) opened 13 new positions — including NXPI (2.7%), PFE (2.7%), AMZN (2.6%), added to 3, trimmed 6, exited 10 (CRM, AES, FIS). The book stood at $2.98B across 40 positions, filed May 7, 2026.
13New3Added6Trimmed10Exited
New positions (13)
- NXPINxp Semiconductors NV2.7% · $81M
- PFEPfizer Inc2.7% · $81M
- AMZNAmazon.com Inc2.6% · $79M
- VSTVistra Corp2.4% · $72M
- UPSUnited Parcel Service-cl B2.4% · $72M
- MDTMedtronic, Plc2.4% · $72M
- BABoeing Co/the2.4% · $71M
- ICLRIcon Plc2.3% · $69M
- OCOwens Corning2.1% · $64M
- OMCOmnicom Group2.1% · $63M
- SWSmurfit Westrock Public Limited Company2.0% · $60M
- PKGPackaging Corp OF America0.4% · $12M
- CVXChevron Corp0.1% · $2M
Added to (3)
Trimmed (6)
Exited (10)
- CRMSalesforce Incwas 3.2% of book
- AESAes Corpwas 3.1% of book
- FISFidelity National Info Servwas 2.9% of book
- COFCapital One Financial Corpwas 2.8% of book
- WTWWillis Towers Watson Plcwas 2.4% of book
- AMATApplied Materials Incwas 2.3% of book
- HIIHuntington Ingalls Industriewas 2.2% of book
- BBarrick Mining Corpwas 1.6% of book
- WBDWarner Bros Discovery Incwas 0.9% of book
- NEMNewmont Corpwas 0.3% of book
Harry Burn's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.