# Harry Burn — Sound Shore Management

Source: SEC EDGAR 13F filings (CIK 0000820124).
Page URL: https://superinvestorclub.com/manager/81
Last updated: 2026-07-08T11:36:19.120Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-07), Harry Burn reported 40 long equity positions in their Sound Shore Management 13F filing, with a total reported value of $2.98B.

### About

Value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | TEVJF | Teva Pharmaceutical Industries Ltd. - ADR | 3885683 | $117.0M | 3.92% | -9.8% |
| 2 | REGN | Regeneron Pharmaceuticals, Inc. | 150960 | $116.6M | 3.91% | -14.2% |
| 3 | MRVL | Marvell Technology, Inc. | 1148590 | $113.8M | 3.81% | +13.2% |
| 4 | BAC | Bank of America Corporation | 2065582 | $100.7M | 3.37% | +30.9% |
| 5 | BRK.B | Berkshire Hathaway Inc. Class B | 199485 | $95.6M | 3.20% | -5.1% |
| 6 | ZBH | Zimmer Biomet Holdings Inc. | 1052202 | $95.1M | 3.19% | 23.7% |
| 7 | DIS | The Walt Disney Company | 970436 | $93.5M | 3.13% | +1.2% |
| 8 | C | Citigroup Inc. | 773599 | $87.7M | 2.94% | -1.9% |
| 9 | GEHC | GE HealthCare Technologies Inc. | 1192741 | $84.9M | 2.85% | +17.2% |
| 10 | CSX | CSX Corporation | 2002159 | $82.2M | 2.75% | -16.6% |
| 11 | NXPI | NXP Semiconductors NV | 410653 | $80.8M | 2.71% | NEW |
| 12 | PFE | Pfizer Inc | 2870421 | $80.6M | 2.70% | NEW |
| 13 | PEG | Public Service Enterprise Group Incorporated | 984658 | $79.7M | 2.67% | +-27.7% |
| 14 | AMZN | Amazon.com, Inc. | 378875 | $78.9M | 2.64% | NEW |
| 15 | EQT | EQT Corporation | 1235565 | $78.6M | 2.64% | -18.6% |
| 16 | BPPFF | BP PLC Sponsored ADR | 1671683 | $78.6M | 2.63% | -14.5% |
| 17 | GM | General Motors Company | 1037362 | $77.3M | 2.59% | -2.7% |
| 18 | QXO-PB | QXO, Inc. | 3929810 | $76.3M | 2.56% | -1.8% |
| 19 | LUV | Southwest Airlines Co. | 2001977 | $75.2M | 2.52% | -20.6% |
| 20 | CTRA | Coterra Energy Inc. | 2128868 | $74.8M | 2.51% | -34.9% |
| 21 | CHKP | Check Point Software Technologies Ltd. | 518529 | $74.1M | 2.48% | +22.1% |
| 22 | GOOGL | Alphabet Inc. - Class A | 255671 | $73.5M | 2.46% | -26.9% |
| 23 | INCY | Incyte Corporation | 767829 | $72.3M | 2.42% | -17.4% |
| 24 | VST | Vistra Corp. | 479762 | $72.1M | 2.42% | NEW |
| 25 | WFC | Wells Fargo & Company | 902430 | $71.8M | 2.41% | -1.9% |

## New positions this quarter (13)

- NXPI (NXP Semiconductors NV): 410653 shares, $80.8M
- PFE (Pfizer Inc): 2870421 shares, $80.6M
- AMZN (Amazon.com, Inc.): 378875 shares, $78.9M
- VST (Vistra Corp.): 479762 shares, $72.1M
- UPS (United Parcel Service, Inc. Cl B): 728066 shares, $71.6M
- MDT (Medtronic, PLC): 825239 shares, $71.5M
- BA-PA (The Boeing Company): 355009 shares, $70.7M
- ICLR (ICON Plc): 626958 shares, $69.4M
- OC (Owens Corning): 592330 shares, $64.1M
- OMC (Omnicom Group Inc.): 842962 shares, $63.5M
- SW (Smurfit WestRock Public Limited Company): 1509136 shares, $60.1M
- PKG (Packaging Corporation of America): 54750 shares, $11.6M
- CVX (Chevron Corporation): 9855 shares, $2.0M

## Increased positions (8)

- MRVL: 1148590 shares (+13.2%), $113.8M
- BAC: 2065582 shares (+30.9%), $100.7M
- DIS: 970436 shares (+1.2%), $93.5M
- GEHC: 1192741 shares (+17.2%), $84.9M
- PEG: 984658 shares (-27.7%), $79.7M
- CHKP: 518529 shares (+22.1%), $74.1M
- FLEX: 924882 shares (-9.2%), $60.5M
- KD: 4147984 shares (+39.5%), $54.4M

## Reduced positions (19)

- TEVJF: 3885683 shares (-9.8%), $117.0M
- REGN: 150960 shares (-14.2%), $116.6M
- BRK.B: 199485 shares (-5.1%), $95.6M
- ZBH: 1052202 shares (23.7%), $95.1M
- C: 773599 shares (-1.9%), $87.7M
- CSX: 2002159 shares (-16.6%), $82.2M
- EQT: 1235565 shares (-18.6%), $78.6M
- BPPFF: 1671683 shares (-14.5%), $78.6M
- GM: 1037362 shares (-2.7%), $77.3M
- QXO-PB: 3929810 shares (-1.8%), $76.3M
- LUV: 2001977 shares (-20.6%), $75.2M
- CTRA: 2128868 shares (-34.9%), $74.8M
- GOOGL: 255671 shares (-26.9%), $73.5M
- INCY: 767829 shares (-17.4%), $72.3M
- WFC: 902430 shares (-1.9%), $71.8M
- ACI: 4134360 shares (-8.8%), $70.4M
- EP-PC: 1914405 shares (-43.5%), $64.2M
- MHK: 642537 shares (-1.2%), $63.3M
- QCOM: 424796 shares (-27.9%), $54.7M

## Sold positions (10)

- CRM: previously held 378539 shares worth $100.3M
- AES: previously held 6898342 shares worth $98.9M
- FIS: previously held 1384040 shares worth $92.0M
- COF: previously held 365756 shares worth $88.6M
- WTW: previously held 226119 shares worth $74.3M
- AMAT: previously held 280589 shares worth $72.1M
- HII: previously held 204283 shares worth $69.5M
- B: previously held 1155678 shares worth $50.3M
- WBD: previously held 990615 shares worth $28.5M
- NEM: previously held 88665 shares worth $8.9M

## Filing history (9)

- 2026-03-31 (filed 2026-05-07)
- 2025-12-31 (filed 2026-02-10)
- 2025-09-30 (filed 2025-11-06)
- 2025-06-30 (filed 2025-08-06)
- 2025-03-31 (filed 2025-05-06)
- 2024-12-31 (filed 2025-02-11)
- 2024-09-30 (filed 2024-11-12)
- 2024-06-30 (filed 2024-08-13)
- 2024-03-31 (filed 2024-05-10)

## Citation

When citing, use: "Harry Burn, Sound Shore Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/81)".