Harry Burn — Portfolio & Holdings
Harry Burn of Sound Shore manages $3.25B across 40 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Harry Burn |
|---|---|
| Firm | Sound Shore |
| Assets Under Management (13F) | $3.25B |
| Number of Positions | 40 |
| Reporting Period | Q2 2026 |
Top Holdings
Harry Burn's largest reported holdings: LUV, BAC, AAL, BRK.B, QCOM, ELV, DIS, OC, PFE, VST.
All 38 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 2 | LUV | Southwest Airlines | 3.87% | $126M | Added 21.96% |
| 3 | BAC | Bank Of America | 3.58% | $116M | Reduced 1.32% |
| 4 | AAL | American Airlines Group Inc. | 3.31% | $108M | New position |
| 5 | BRK.B | Berkshire Hathaway | 3.14% | $102M | Added 2.21% |
| 6 | QCOM | Qualcomm | 3.12% | $101M | Added 28.96% |
| 7 | ELV | Elevance Health, Inc. | 2.90% | $94.2M | New position |
| 8 | DIS | Walt Disney Co | 2.87% | $93.2M | Reduced 0.27% |
| 9 | OC | Owens Corning | 2.86% | $92.9M | Reduced 1.30% |
| 10 | PFE | Pfizer | 2.83% | $92.0M | Added 33.09% |
| 11 | VST | Vistra Corp. | 2.82% | $91.6M | Added 20.35% |
| 12 | TEL | TE Connectivity plc | 2.78% | $90.2M | New position |
| 13 | QXO | QXO, Inc. | 2.77% | $89.8M | Added 32.28% |
| 14 | BA | Boeing | 2.71% | $88.1M | Added 14.66% |
| 15 | UPS | United Parcel Service | 2.65% | $86.2M | Added 10.12% |
| 16 | C | Citigroup | 2.65% | $86.2M | Reduced 20.42% |
| 17 | INCY | Incyte | 2.64% | $85.9M | Reduced 1.32% |
| 18 | SW | Smurfit Westrock plc | 2.61% | $84.9M | Added 21.65% |
| 19 | AMZN | Amazon | 2.57% | $83.5M | Reduced 7.59% |
| 20 | EQT | EQT Corp | 2.56% | $83.2M | Added 26.69% |
| 21 | GOOGL | Alphabet Inc. | 2.56% | $83.2M | Reduced 8.96% |
| 22 | TMO | Thermo Fisher Scientific | 2.55% | $82.9M | New position |
| 23 | BP | BP | 2.55% | $82.8M | Added 34.08% |
| 24 | OMC | Omnicom Group | 2.53% | $82.3M | Added 34.00% |
| 26 | REGN | Regeneron Pharmaceuticals | 2.44% | $79.2M | Reduced 15.88% |
| 27 | GM | General Motors Co | 2.43% | $78.9M | Reduced 1.27% |
| 28 | PEG | Public Service Enterprise Group | 2.42% | $78.7M | Reduced 1.54% |
| 29 | MHK | Mohawk Industries | 2.37% | $77.0M | Reduced 1.28% |
| 30 | WFC | Wells Fargo & Company | 2.27% | $73.6M | Reduced 1.27% |
| 31 | GEHC | GE HealthCare Technologies Inc. | 2.21% | $71.6M | Reduced 6.17% |
| 32 | CSX | CSX | 2.15% | $70.0M | Reduced 26.46% |
| 33 | NFG | National Fuel Gas | 2.15% | $69.7M | New position |
| 34 | ZBH | Zimmer Biomet Holdings | 2.11% | $68.4M | Reduced 24.48% |
| 35 | GPC | Genuine Parts | 2.10% | $68.4M | New position |
| 36 | ORCL | Oracle | 2.05% | $66.6M | New position |
| 37 | MDT | Medtronic plc | 2.02% | $65.6M | Added 1.62% |
| 38 | KD | Kyndryl Holdings, Inc. | 0.87% | $28.3M | Reduced 39.62% |
| 39 | PKG | Packaging Of America | 0.45% | $14.5M | Added 11.46% |
| 40 | CVX | Chevron | 0.07% | $2.2M | Added 36.73% |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 08:38 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 08:38 UTC. This page is informational and not investment advice.
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