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Harry Burn's 2026Q1 portfolio

Harry Burn (Sound Shore) held 40 positions as of Mar 31, 2026, with the largest position at 3.9% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (40)

  1. 1TEVATeva Pharmaceutical-sp Adr
    % port
    3.9%
    -0.4pp vs prior Q
  2. 2REGNRegeneron Pharmaceuticals
    % port
    3.9%
    -0.4pp vs prior Q
  3. 3MRVLMarvell Technology Inc
    % port
    3.8%
    +1.1pp vs prior Q
  4. 4BACBank OF America Corp
    % port
    3.4%
    +0.6pp vs prior Q
  5. 5BRK/BBerkshire Hathaway Inc-cl B
    % port
    3.2%
    -0.2pp vs prior Q
  6. 6ZBHZimmer Biomet Holdings Inc
    % port
    3.2%
    +0.8pp vs prior Q
  7. 7DISWalt Disney Co/the
    % port
    3.1%
    -0.3pp vs prior Q
  8. 8CCitigroup Inc
    % port
    2.9%
  9. 9GEHCGE Healthcare Technology
    % port
    2.8%
    +0.2pp vs prior Q
  10. 10CSXCsx Corp
    % port
    2.8%
  11. 11NXPINxp Semiconductors NV
    % port
    2.7%
  12. 12PFEPfizer Inc
    % port
    2.7%
  13. 13PEGPublic Service Enterprise GP
    % port
    2.7%
    -0.8pp vs prior Q
  14. 14AMZNAmazon.com Inc
    % port
    2.6%
  15. 15EQTEqt Corp
    % port
    2.6%
  16. 16BPBP Plc-spons Adr
    % port
    2.6%
    +0.5pp vs prior Q
  17. 17GMGeneral Motors CO
    % port
    2.6%
    -0.2pp vs prior Q
  18. 18QXOQxo Inc
    % port
    2.6%
    +0.1pp vs prior Q
  19. 19LUVSouthwest Airlines CO
    % port
    2.5%
    -0.8pp vs prior Q
  20. 20CTRACoterra Energy Inc
    % port
    2.5%
    -0.2pp vs prior Q
  21. 21(cusip)Check Point Software Technologies Ltd.
    % port
    2.5%
  22. 22GOOGLAlphabet Inc-cl A
    % port
    2.5%
    -1.0pp vs prior Q
  23. 23INCYIncyte Corp
    % port
    2.4%
    -0.5pp vs prior Q
  24. 24VSTVistra Corp
    % port
    2.4%
  25. 25WFCWells Fargo & CO
    % port
    2.4%
    -0.3pp vs prior Q
  26. 26UPSUnited Parcel Service-cl B
    % port
    2.4%
  27. 27MDTMedtronic, Plc
    % port
    2.4%
  28. 28BABoeing Co/the
    % port
    2.4%
  29. 29ACIAlbertsons Cos Inc - Class A
    % port
    2.4%
    -0.1pp vs prior Q
  30. 30ICLRIcon Plc
    % port
    2.3%
  31. 31KMIKinder Morgan Inc
    % port
    2.2%
    -0.8pp vs prior Q
  32. 32OCOwens Corning
    % port
    2.1%
  33. 33OMCOmnicom Group
    % port
    2.1%
  34. 34MHKMohawk Industries Inc
    % port
    2.1%
    -0.1pp vs prior Q
  35. 35(cusip)Flex Ltd.
    % port
    2.0%
  36. 36SWSmurfit Westrock Public Limited Company
    % port
    2.0%
  37. 37QCOMQualcomm Inc
    % port
    1.8%
    -1.4pp vs prior Q
  38. 38KDKyndryl Holdings Inc
    % port
    1.8%
    -0.7pp vs prior Q
  39. 39PKGPackaging Corp OF America
    % port
    0.4%
  40. 40CVXChevron Corp
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.