---
title: Harry Burn (Sound Shore Management Inc) — 13F holdings
canonical: https://sweetvaluelab.com/investors/harry-burn
cik: 0000820124
quarter: 2026-06-30
filed: 2026-08-12
---
# Harry Burn — Sound Shore Management Inc

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026: 40 positions worth $3.2B. Against the quarter ended Mar 31, 2026: 7 bought, 15 added to, 0 unchanged, 18 reduced, 7 sold. The top five are 18% of the portfolio, the top ten 32%; 32 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| TEVA | Teva Pharmaceutical Industries Ltd. - ADR | 3,804,497 | $128.9M | 4.0% | reduced (-2%) |
| LUV | Southwest Airlines Co. | 2,441,564 | $125.5M | 3.9% | added (+22%) |
| BAC | Bank of America Corporation | 2,038,298 | $116.1M | 3.6% | reduced (-1%) |
| AAL | American Airlines Group Inc. | 5,952,846 | $107.6M | 3.3% | bought |
| BRK/B | Berkshire Hathaway Inc. - Class B | 203,903 | $102.0M | 3.1% | added (+2%) |
| QCOM | QUALCOMM Incorporated | 547,812 | $101.2M | 3.1% | added (+29%) |
| ELV | Elevance Health, Inc. | 243,452 | $94.2M | 2.9% | bought |
| DIS | The Walt Disney Company | 967,830 | $93.2M | 2.9% | reduced (-0%) |
| OC | Owens Corning | 584,629 | $92.9M | 2.9% | reduced (-1%) |
| PFE | Pfizer Inc | 3,820,117 | $92.0M | 2.8% | added (+33%) |
| VST | Vistra Corp. | 577,385 | $91.6M | 2.8% | added (+20%) |
| TEL | TE Connectivity PLC | 447,360 | $90.2M | 2.8% | bought |
| QXO | QXO, Inc. | 5,198,401 | $89.8M | 2.8% | added (+32%) |
| BA | The Boeing Company | 407,058 | $88.1M | 2.7% | added (+15%) |
| UPS | United Parcel Service, Inc. Cl B | 801,772 | $86.2M | 2.7% | added (+10%) |
| C | Citigroup Inc. | 615,635 | $86.2M | 2.7% | reduced (-20%) |
| INCY | Incyte Corporation | 757,723 | $85.9M | 2.6% | reduced (-1%) |
| SW | Smurfit WestRock Public Limited Company | 1,835,817 | $84.9M | 2.6% | added (+22%) |
| AMZN | Amazon.com, Inc. | 350,136 | $83.5M | 2.6% | reduced (-8%) |
| EQT | EQT Corporation | 1,565,288 | $83.2M | 2.6% | added (+27%) |
| GOOGL | Alphabet Inc. - Class A | 232,766 | $83.2M | 2.6% | reduced (-9%) |
| TMO | Thermo Fisher Scientific, Inc. | 165,318 | $82.9M | 2.6% | bought |
| BP | BP PLC Sponsored ADR | 2,241,317 | $82.8M | 2.5% | added (+34%) |
| OMC | Omnicom Group Inc. | 1,129,610 | $82.3M | 2.5% | added (+34%) |
| NXPI | NXP Semiconductors NV | 286,699 | $80.6M | 2.5% | reduced (-30%) |
| REGN | Regeneron Pharmaceuticals, Inc. | 126,994 | $79.2M | 2.4% | reduced (-16%) |
| GM | General Motors Company | 1,024,187 | $78.9M | 2.4% | reduced (-1%) |
| PEG | Public Service Enterprise Group Incorporated | 969,513 | $78.7M | 2.4% | reduced (-2%) |
| MHK | Mohawk Industries, Inc. | 634,336 | $77.0M | 2.4% | reduced (-1%) |
| WFC | Wells Fargo & Company | 890,946 | $73.6M | 2.3% | reduced (-1%) |
| GEHC | GE HealthCare Technologies Inc. | 1,119,193 | $71.6M | 2.2% | reduced (-6%) |
| CSX | CSX Corporation | 1,472,441 | $70.0M | 2.2% | reduced (-26%) |
| NFG | National Fuel Gas Company | 902,778 | $69.7M | 2.1% | bought |
| ZBH | Zimmer Biomet Holdings Inc. | 794,602 | $68.4M | 2.1% | reduced (-24%) |
| GPC | Genuine Parts Company | 579,343 | $68.4M | 2.1% | bought |
| ORCL | Oracle Corporation | 454,708 | $66.6M | 2.1% | bought |
| MDT | Medtronic, PLC | 838,573 | $65.6M | 2.0% | added (+2%) |
| KD | Kyndryl Holdings, Inc. | 2,504,350 | $28.3M | 0.9% | reduced (-40%) |
| PKG | Packaging Corporation of America | 61,025 | $14.5M | 0.4% | added (+11%) |
| CVX | Chevron Corporation | 13,475 | $2.2M | 0.1% | added (+37%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| MRVL | Marvell Technology, Inc. | 0 | 1,148,590 | sold | −$113.8M | $0 |
| AAL | American Airlines Group Inc. | 5,952,846 | 0 | bought | +$107.6M | $107.6M |
| ELV | Elevance Health, Inc. | 243,452 | 0 | bought | +$94.2M | $94.2M |
| TEL | TE Connectivity PLC | 447,360 | 0 | bought | +$90.2M | $90.2M |
| TMO | Thermo Fisher Scientific, Inc. | 165,318 | 0 | bought | +$82.9M | $82.9M |
| CTRA | Coterra Energy Inc. | 0 | 2,128,868 | sold | −$74.8M | $0 |
| CHKP | Check Point Software Technologies Ltd. | 0 | 518,529 | sold | −$74.1M | $0 |

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Source: https://sweetvaluelab.com/investors/harry-burn (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.