Harry Burn — Recent Buys
Sound Shore Management · New and increased positions in the Q2 '26 13F filing.
Filed August 12, 2026 · Last updated
Harry Burn opened 7 new positions and increased 14 existing holdings in the Q2 '26 filing — a combined buy footprint of $1.76B. Largest new position: American Airlines Group Inc. at $107.6M.
New positions (7)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| AAL | American Airlines Group Inc. | 5952846 | $107.6M | 3.31% |
| ELV | Elevance Health, Inc. | 243452 | $94.2M | 2.90% |
| TEL | TE Connectivity PLC | 447360 | $90.2M | 2.78% |
| TMO | Thermo Fisher Scientific, Inc. | 165318 | $82.9M | 2.55% |
| NFG | National Fuel Gas Company | 902778 | $69.7M | 2.15% |
| GPC | Genuine Parts Company | 579343 | $68.4M | 2.10% |
| ORCL | Oracle Corporation | 454708 | $66.6M | 2.05% |
Increased positions (14)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| LUV | Southwest Airlines Co. | 2441564 | $125.5M | 3.87% | +22.0% |
| BRK.B | Berkshire Hathaway Inc. Class B | 203903 | $102.0M | 3.14% | +2.2% |
| QCOM | QUALCOMM Incorporated | 547812 | $101.2M | 3.12% | +29.0% |
| PFE | Pfizer Inc | 3820117 | $92.0M | 2.83% | +33.1% |
| VST | Vistra Corp. | 577385 | $91.6M | 2.82% | +20.3% |
| QXO | QXO, Inc. | 5198401 | $89.8M | 2.77% | +32.3% |
| BA-PA | The Boeing Company | 407058 | $88.1M | 2.71% | +14.7% |
| UPS | United Parcel Service, Inc. Cl B | 801772 | $86.2M | 2.65% | +10.1% |
| SW | Smurfit WestRock Public Limited Company | 1835817 | $84.9M | 2.61% | +21.6% |
| EQT | EQT Corporation | 1565288 | $83.2M | 2.56% | +26.7% |
| BP | BP PLC Sponsored ADR | 2241317 | $82.8M | 2.55% | +34.1% |
| ZBH | Zimmer Biomet Holdings Inc. | 794602 | $68.4M | 2.11% | +-24.5% |
| MDT | Medtronic, PLC | 838573 | $65.6M | 2.02% | +1.6% |
| PKG | Packaging Corporation of America | 61025 | $14.5M | 0.45% | +11.5% |