Harry Burn - Sound Shore Management Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Sound Shore Management disclosed 40 stock positions valued at approximately $3.25B as of quarter-end June 30, 2026. The largest holdings include Teva Pharmaceutical Industries Ltd. - ADR, Southwest Airlines Co., and Bank of America Corporation.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $3.25B
Holdings by Sector
Sound Shore Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Teva Pharmaceutical Industries Ltd. - ADR | TEVA | Healthcare | 3.97% | 3,804,497 | -81,186 | -2.09% | $128,896,358 |
| Southwest Airlines Co. | LUV | Industrials | 3.87% | 2,441,564 | +439,587 | +21.96% | $125,545,221 |
| Bank of America Corporation | BAC | Financial Services | 3.58% | 2,038,298 | -27,284 | -1.32% | $116,142,220 |
| American Airlines Group Inc. | AAL | Industrials | 3.31% | 5,952,846 | +5,952,846 | +100.00% | $107,567,927 |
| Berkshire Hathaway Inc. - Class B | BRK-B | Financial Services | 3.14% | 203,903 | +4,418 | +2.21% | $102,031,022 |
| QUALCOMM Incorporated | QCOM | Technology | 3.12% | 547,812 | +123,016 | +28.96% | $101,230,179 |
| Elevance Health, Inc. | ELV | Healthcare | 2.90% | 243,452 | +123,955 | +103.73% | $94,150,192 |
| The Walt Disney Company | DIS | Communication Services | 2.87% | 967,830 | -2,606 | -0.27% | $93,153,638 |
| Owens Corning | OC | Industrials | 2.86% | 584,629 | -7,701 | -1.30% | $92,932,626 |
| Pfizer Inc | PFE | Healthcare | 2.83% | 3,820,117 | +949,696 | +33.09% | $91,988,417 |
| Vistra Corp. | VST | Utilities | 2.82% | 577,385 | +97,623 | +20.35% | $91,590,583 |
| TE Connectivity PLC | TEL | Other | 2.78% | 447,360 | +447,360 | +100.00% | $90,192,250 |
| QXO, Inc. | QXO | Technology | 2.77% | 5,198,401 | +1,268,591 | +32.28% | $89,828,369 |
| The Boeing Company | BA | Industrials | 2.71% | 407,058 | +52,049 | +14.66% | $88,115,845 |
| United Parcel Service, Inc. Cl B | UPS | Industrials | 2.65% | 801,772 | +73,706 | +10.12% | $86,190,490 |
| Citigroup Inc. | C | Financial Services | 2.65% | 615,635 | -157,964 | -20.42% | $86,164,275 |
| Incyte Corporation | INCY | Healthcare | 2.64% | 757,723 | -10,106 | -1.32% | $85,895,479 |
| Smurfit WestRock Public Limited Company | SW | Other | 2.61% | 1,835,817 | +326,681 | +21.65% | $84,924,894 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 2.57% | 350,136 | -28,739 | -7.59% | $83,451,414 |
| EQT Corporation | EQT | Energy | 2.56% | 1,565,288 | +329,723 | +26.69% | $83,226,363 |
| Alphabet Inc. - Class A | GOOGL | Communication Services | 2.56% | 232,766 | -22,905 | -8.96% | $83,183,585 |
| Thermo Fisher Scientific, Inc. | TMO | Healthcare | 2.55% | 165,318 | +5,266 | +3.29% | $82,883,832 |
| BP PLC Sponsored ADR | BP | Energy | 2.55% | 2,241,317 | +569,634 | +34.08% | $82,816,663 |
| Omnicom Group Inc. | OMC | Communication Services | 2.53% | 1,129,610 | +286,648 | +34.00% | $82,269,496 |
| NXP Semiconductors NV | NXPI | Technology | 2.48% | 286,699 | -123,954 | -30.18% | $80,571,020 |
| Regeneron Pharmaceuticals, Inc. | REGN | Healthcare | 2.44% | 126,994 | -23,966 | -15.88% | $79,185,839 |
| General Motors Company | GM | Consumer Cyclical | 2.43% | 1,024,187 | -13,175 | -1.27% | $78,944,334 |
| Public Service Enterprise Group Incorporated | PEG | Utilities | 2.42% | 969,513 | -15,145 | -1.54% | $78,685,675 |
| Mohawk Industries, Inc. | MHK | Consumer Cyclical | 2.37% | 634,336 | -8,201 | -1.28% | $76,963,987 |
| Wells Fargo & Company | WFC | Financial Services | 2.27% | 890,946 | -11,484 | -1.27% | $73,627,777 |
Showing 30 of 40 holdings in the latest reporting period.