What Harry Burn Bought in Q1 2026
Sound Shore Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$2.98B
Total Value
40
Holdings
13
New Buys
19
Reduced
In Q1 2026, Harry Burn reported 40 long equity positions worth $2.98B in their Sound Shore Management 13F filing, including 13 new positions (largest: NXP Semiconductors NV at $80.8M) and 8 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TEVA | 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 | BP | 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 | 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% |
| 26 | UPS | United Parcel Service, Inc. Cl B | 728066 | $71.6M | 2.40% | NEW |
| 27 | MDT | Medtronic, PLC | 825239 | $71.5M | 2.40% | NEW |
| 28 | BA-PA | The Boeing Company | 355009 | $70.7M | 2.37% | NEW |
| 29 | ACI | Albertsons Companies, Inc. | 4134360 | $70.4M | 2.36% | -8.8% |
| 30 | ICLR | ICON Plc | 626958 | $69.4M | 2.32% | NEW |
| 31 | KMI | Kinder Morgan, Inc. | 1914405 | $64.2M | 2.15% | -43.5% |
| 32 | OC | Owens Corning | 592330 | $64.1M | 2.15% | NEW |
| 33 | OMC | Omnicom Group Inc. | 842962 | $63.5M | 2.13% | NEW |
| 34 | MHK | Mohawk Industries, Inc. | 642537 | $63.3M | 2.12% | -1.2% |
| 35 | FLEX | Flex Ltd. | 924882 | $60.5M | 2.03% | +-9.2% |
| 36 | SW | Smurfit WestRock Public Limited Company | 1509136 | $60.1M | 2.02% | NEW |
| 37 | QCOM | QUALCOMM Incorporated | 424796 | $54.7M | 1.83% | -27.9% |
| 38 | KD | Kyndryl Holdings, Inc. | 4147984 | $54.4M | 1.82% | +39.5% |
| 39 | PKG | Packaging Corporation of America | 54750 | $11.6M | 0.39% | NEW |
| 40 | CVX | Chevron Corporation | 9855 | $2.0M | 0.07% | NEW |