Harry Burn - Sound Shore Management Portfolio (Q1 2026)

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Sound Shore Management, Harry Burn, has built a diversified portfolio of 40 publicly traded holdings with a total market value of $3.0B as of Mar 31, 2026. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a diversified approach to stock selection, with the top holding representing 3.9% of the total portfolio value. The top 5 holdings account for 18.2% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

40
Total Holdings
$3.0B
Portfolio Value
Mar 31, 2026
Latest Filing
3.9%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in Teva Pharmaceutical Industries Ltd. - ADR (TEVA) represents 3.9% of the total portfolio, valued at $117.0M.

Rank Symbol Company Value Portfolio % Change
1 TEVA Teva Pharmaceutical Industries Ltd. - ADR $117.0M 3.9% -31.2%
2 REGN Regeneron Pharmaceuticals, Inc. $116.6M 3.9% +31.2%
3 MRVL Marvell Technology, Inc. $113.8M 3.8% +33.4%
4 BAC Bank of America Corporation $100.7M 3.4% +9.9%
5 BRK-B Berkshire Hathaway Inc. - Class B $95.6M 3.2% +11.3%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 200 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
AES The AES Corporation -5,895,812 Mar 31, 2026 SELL
WBD Warner Bros. Discovery, Inc. - -4,340,858 Mar 31, 2026 SELL
QXO QXO, Inc. +3,929,810 Mar 31, 2026 BUY
G97822103 Perrigo -3,650,998 Mar 31, 2026 SELL
PFE Pfizer, Inc. +2,870,421 Mar 31, 2026 BUY
KD Kyndryl Holdings, Inc. +2,112,915 Mar 31, 2026 BUY
CTRA Coterra Energy Inc. -2,112,892 Mar 31, 2026 SELL
TEVA Teva Pharmaceutical Industries -1,761,766 Mar 31, 2026 SELL
BP BP p.l.c. +1,671,683 Mar 31, 2026 BUY
IP International Paper Company -1,551,437 Mar 31, 2026 SELL

Investment Strategy Insights

Sound Shore Management's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a diversified investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in Teva Pharmaceutical Industries Ltd. - ADR (TEVA) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a decrease of 31.2% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 200 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 40 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Sound Shore Management's portfolio as of Mar 31, 2026 reflects a strategic approach to equity investing with 40 holdings valued at $3.0B. The concentrated position in Teva Pharmaceutical Industries Ltd. - ADR and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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