Harry Burn - Sound Shore
Superinvestor profile · Rank #110 by reported 13F value (2026 Q2 filers) · CIK 0000820124 · All profiles
Founded 1978Greenwich, Connecticut, U.S.Large-cap disciplined fundamental valueKey person: Harry Burn
Reported 13F value
$3.2B
Period 2026-06-30 · Filed 2026-08-12
Positions
40
Top 10 = 32.5% of value
Clone CAGR (full window)
+12.5%
2016-11-07 → 2026-10-02 · cumulative +222%
SPY CAGR (same window)
+15.7%
Cumulative +323%
Max drawdown (monthly)
-29%
Month-end values, approximate
Latest-quarter activity
7 new · 7 exited
15 increased · 18 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-07 → 2026-10-02, 40 filings) | +12.54% | Cumulative +222.1% vs SPY +322.8% |
| Trailing 10Y | — | |
| Trailing 5Y | +11.57% | |
| Trailing 3Y | +16.79% | |
| Trailing 1Y | +12.01% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| TEVA | Teva Pharmaceutical Industries Ltd. - Adr | 3.97% | $129M |
| LUV | Southwest Airlines Co. | 3.87% | $126M |
| BAC | Bank Of America Corporation | 3.58% | $116M |
| AAL | American Airlines Group Inc. | 3.31% | $108M |
| BRK.B | Berkshire Hathaway Inc. - Class B | 3.14% | $102M |
| QCOM | Qualcomm Incorporated | 3.12% | $101M |
| ELV | Elevance Health, Inc. | 2.90% | $94M |
| DIS | The Walt Disney Company | 2.87% | $93M |
| OC | Owens Corning | 2.86% | $93M |
| PFE | Pfizer Inc | 2.83% | $92M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-12). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 88.8% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.businesswire.com/news/home/20240501660517/en/ — Sound Shore Management, Inc. was founded in 1978, is headquartered in Greenwich, Connecticut, and has advised the Sound Shore Fund since 1985. Founders Burn and Kane remained portfolio managers through end of 2024, then advisors to the Investment Committee.