What Harry Burn Bought in Q2 2026
Sound Shore Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$3.25B
Total Value
40
Holdings
7
New Buys
19
Reduced
In Q2 2026, Harry Burn reported 40 long equity positions worth $3.25B in their Sound Shore Management 13F filing, including 7 new positions (largest: American Airlines Group Inc. at $107.6M) and 14 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical Industries Ltd. - ADR | 3804497 | $128.9M | 3.97% | -2.1% |
| 2 | LUV | Southwest Airlines Co. | 2441564 | $125.5M | 3.87% | +22.0% |
| 3 | BAC | Bank of America Corporation | 2038298 | $116.1M | 3.58% | -1.3% |
| 4 | AAL | American Airlines Group Inc. | 5952846 | $107.6M | 3.31% | NEW |
| 5 | BRK.B | Berkshire Hathaway Inc. Class B | 203903 | $102.0M | 3.14% | +2.2% |
| 6 | QCOM | QUALCOMM Incorporated | 547812 | $101.2M | 3.12% | +29.0% |
| 7 | ELV | Elevance Health, Inc. | 243452 | $94.2M | 2.90% | NEW |
| 8 | DIS | The Walt Disney Company | 967830 | $93.2M | 2.87% | -0.3% |
| 9 | OC | Owens Corning | 584629 | $92.9M | 2.86% | -1.3% |
| 10 | PFE | Pfizer Inc | 3820117 | $92.0M | 2.83% | +33.1% |
| 11 | VST | Vistra Corp. | 577385 | $91.6M | 2.82% | +20.3% |
| 12 | TEL | TE Connectivity PLC | 447360 | $90.2M | 2.78% | NEW |
| 13 | QXO | QXO, Inc. | 5198401 | $89.8M | 2.77% | +32.3% |
| 14 | BA-PA | The Boeing Company | 407058 | $88.1M | 2.71% | +14.7% |
| 15 | UPS | United Parcel Service, Inc. Cl B | 801772 | $86.2M | 2.65% | +10.1% |
| 16 | C | Citigroup Inc. | 615635 | $86.2M | 2.65% | -20.4% |
| 17 | INCY | Incyte Corporation | 757723 | $85.9M | 2.64% | -1.3% |
| 18 | SW | Smurfit WestRock Public Limited Company | 1835817 | $84.9M | 2.61% | +21.6% |
| 19 | AMZN | Amazon.com, Inc. | 350136 | $83.5M | 2.57% | -7.6% |
| 20 | EQT | EQT Corporation | 1565288 | $83.2M | 2.56% | +26.7% |
| 21 | GOOGL | Alphabet Inc. - Class A | 232766 | $83.2M | 2.56% | -9.0% |
| 22 | TMO | Thermo Fisher Scientific, Inc. | 165318 | $82.9M | 2.55% | NEW |
| 23 | BP | BP PLC Sponsored ADR | 2241317 | $82.8M | 2.55% | +34.1% |
| 24 | OMC | Omnicom Group Inc. | 1129610 | $82.3M | 2.53% | 34.0% |
| 25 | NXPI | NXP Semiconductors NV | 286699 | $80.6M | 2.48% | -30.2% |
| 26 | REGN | Regeneron Pharmaceuticals, Inc. | 126994 | $79.2M | 2.44% | -15.9% |
| 27 | GM | General Motors Company | 1024187 | $78.9M | 2.43% | -1.3% |
| 28 | PEG | Public Service Enterprise Group Incorporated | 969513 | $78.7M | 2.42% | -1.5% |
| 29 | MHK | Mohawk Industries, Inc. | 634336 | $77.0M | 2.37% | -1.3% |
| 30 | WFC | Wells Fargo & Company | 890946 | $73.6M | 2.27% | -1.3% |
| 31 | GEHC | GE HealthCare Technologies Inc. | 1119193 | $71.6M | 2.21% | -6.2% |
| 32 | CSX | CSX Corporation | 1472441 | $70.0M | 2.15% | -26.5% |
| 33 | NFG | National Fuel Gas Company | 902778 | $69.7M | 2.15% | NEW |
| 34 | ZBH | Zimmer Biomet Holdings Inc. | 794602 | $68.4M | 2.11% | +-24.5% |
| 35 | GPC | Genuine Parts Company | 579343 | $68.4M | 2.10% | NEW |
| 36 | ORCL | Oracle Corporation | 454708 | $66.6M | 2.05% | NEW |
| 37 | MDT | Medtronic, PLC | 838573 | $65.6M | 2.02% | +1.6% |
| 38 | KD | Kyndryl Holdings, Inc. | 2504350 | $28.3M | 0.87% | -39.6% |
| 39 | PKG | Packaging Corporation of America | 61025 | $14.5M | 0.45% | +11.5% |
| 40 | CVX | Chevron Corporation | 13475 | $2.2M | 0.07% | 36.7% |