What Harry Burn bought and sold in Q2 2026
In Q2 2026, Harry Burn (Sound Shore) opened 7 new positions — including AAL (3.3%), ELV (2.9%), TEL (2.8%), added to 10, trimmed 5, exited 5 (MRVL, CTRA, ACI). The book stood at $3.25B across 40 positions, filed Aug 12, 2026.
7New10Added5Trimmed5Exited
New positions (7)
- AALAmerican Airlines Group Inc3.3% · $108M
- ELVElevance Health Inc2.9% · $94M
- TELTE Connectivity Plc2.8% · $90M
- TMOThermo Fisher Scientific Inc2.6% · $83M
- NFGNational Fuel Gas CO2.1% · $70M
- GPCGenuine Parts CO2.1% · $68M
- ORCLOracle Corp2.1% · $67M
Added to (10)
- LUVSouthwest Airlines CO+22% shares · 3.9% · $126M
- QCOMQualcomm Inc+29% shares · 3.1% · $101M
- PFEPfizer Inc+33% shares · 2.8% · $92M
- VSTVistra Corp+20% shares · 2.8% · $92M
- QXOQxo Inc+32% shares · 2.8% · $90M
- SWSmurfit Westrock Public Limited Company+22% shares · 2.6% · $85M
- EQTEqt Corp+27% shares · 2.6% · $83M
- BPBP Plc-spons Adr+34% shares · 2.5% · $83M
- OMCOmnicom Group+34% shares · 2.5% · $82M
- CVXChevron Corp+37% shares · 0.1% · $2M
Trimmed (5)
- CCitigroup Inc-20% shares · 2.7% · $86M
- NXPINxp Semiconductors NV-30% shares · 2.5% · $81M
- CSXCsx Corp-26% shares · 2.2% · $70M
- ZBHZimmer Biomet Holdings Inc-24% shares · 2.1% · $68M
- KDKyndryl Holdings Inc-40% shares · 0.9% · $28M
Exited (5)
- MRVLMarvell Technology Incwas 3.8% of book
- CTRACoterra Energy Incwas 2.5% of book
- ACIAlbertsons Cos Inc - Class Awas 2.4% of book
- ICLRIcon Plcwas 2.3% of book
- KMIKinder Morgan Incwas 2.2% 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.