Harry Burn — Recent Sells
Sound Shore Management · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 12, 2026 · Last updated
Harry Burn fully exited 7 positions and reduced 19 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $619.5M. Largest exit: Marvell Technology, Inc. (was $113.8M).
Fully exited (7)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | 1148590 | $113.8M | 3.81% |
| CTRA | Coterra Energy Inc. | 2128868 | $74.8M | 2.51% |
| CHKP | Check Point Software Technologies Ltd. | 518529 | $74.1M | 2.48% |
| ACI | Albertsons Companies, Inc. | 4134360 | $70.4M | 2.36% |
| ICLR | ICON Plc | 626958 | $69.4M | 2.32% |
| KMI | Kinder Morgan, Inc. | 1914405 | $64.2M | 2.15% |
| FLEX | Flex Ltd. | 924882 | $60.5M | 2.03% |
Reduced positions (19)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| TEVA | Teva Pharmaceutical Industries Ltd. - ADR | 3804497 | $128.9M | 3.97% | -2.1% |
| BAC | Bank of America Corporation | 2038298 | $116.1M | 3.58% | -1.3% |
| DIS | The Walt Disney Company | 967830 | $93.2M | 2.87% | -0.3% |
| OC | Owens Corning | 584629 | $92.9M | 2.86% | -1.3% |
| C | Citigroup Inc. | 615635 | $86.2M | 2.65% | -20.4% |
| INCY | Incyte Corporation | 757723 | $85.9M | 2.64% | -1.3% |
| AMZN | Amazon.com, Inc. | 350136 | $83.5M | 2.57% | -7.6% |
| GOOGL | Alphabet Inc. - Class A | 232766 | $83.2M | 2.56% | -9.0% |
| OMC | Omnicom Group Inc. | 1129610 | $82.3M | 2.53% | 34.0% |
| NXPI | NXP Semiconductors NV | 286699 | $80.6M | 2.48% | -30.2% |
| REGN | Regeneron Pharmaceuticals, Inc. | 126994 | $79.2M | 2.44% | -15.9% |
| GM | General Motors Company | 1024187 | $78.9M | 2.43% | -1.3% |
| PEG | Public Service Enterprise Group Incorporated | 969513 | $78.7M | 2.42% | -1.5% |
| MHK | Mohawk Industries, Inc. | 634336 | $77.0M | 2.37% | -1.3% |
| WFC | Wells Fargo & Company | 890946 | $73.6M | 2.27% | -1.3% |
| GEHC | GE HealthCare Technologies Inc. | 1119193 | $71.6M | 2.21% | -6.2% |
| CSX | CSX Corporation | 1472441 | $70.0M | 2.15% | -26.5% |
| KD | Kyndryl Holdings, Inc. | 2504350 | $28.3M | 0.87% | -39.6% |
| CVX | Chevron Corporation | 13475 | $2.2M | 0.07% | 36.7% |