Harry Burn - Sound Shore Management 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 12, 2026, the Sound Shore Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - American Airlines Group, Inc., Elevance Health, Inc., Genuine Parts Company, National Fuel Gas Company, Oracle Corporation, and 2 more

Increases - Boeing Company (The), BP p.l.c., Berkshire Hathaway Inc. New, Chevron Corporation, EQT Corporation, and 10 more

Reductions - Amazon.com, Inc., Bank of America Corporation, Citigroup, Inc., CSX Corporation, Walt Disney Company (The), and 13 more

Complete Exits - Albertsons Companies, Inc., Check Point, Coterra Energy Inc., Flex, ICON, and 2 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	AAL American Airlines Group, Inc.	American Airlines Group, Inc.	Buy - Position Entry	+5,952,846	-	$107.57M	5,952,846
Q2 2026	ACI Albertsons Companies, Inc.	Albertsons Companies, Inc.	Sell - Position Exit	-4,134,360	-100.0%	$0.00	-
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-28,739	-7.6%	$83.45M	350,136
Q2 2026	BA Boeing Company (The)	Boeing Company (The)	Buy	+52,049	+14.7%	$88.12M	407,058
Q2 2026	BAC Bank of America Corporation	Bank of America Corporation	Sell	-27,284	-1.3%	$116.14M	2,038,298
Q2 2026	BP BP p.l.c.	BP p.l.c.	Buy	+569,634	+34.1%	$82.82M	2,241,317
Q2 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+4,418	+2.2%	$102.03M	203,903
Q2 2026	C Citigroup, Inc.	Citigroup, Inc.	Sell	-157,964	-20.4%	$86.16M	615,635
Q2 2026	CHKP Check Point	Check Point	Sell - Position Exit	-518,529	-100.0%	$0.00	-
Q2 2026	CSX CSX Corporation	CSX Corporation	Sell	-529,718	-26.5%	$69.99M	1,472,441
Q2 2026	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Sell - Position Exit	-2,128,868	-100.0%	$0.00	-
Q2 2026	CVX Chevron Corporation	Chevron Corporation	Buy	+3,620	+36.7%	$2.23M	13,475
Q2 2026	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-2,606	-0.3%	$93.15M	967,830
Q2 2026	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy - Position Entry	+243,452	-	$94.15M	243,452
Q2 2026	EQT EQT Corporation	EQT Corporation	Buy	+329,723	+26.7%	$83.23M	1,565,288
Q2 2026	FLEX Flex	Flex	Sell - Position Exit	-924,882	-100.0%	$0.00	-
Q2 2026	GEHC GE HealthCare Technologies Inc.	GE HealthCare Technologies Inc.	Sell	-73,548	-6.2%	$71.64M	1,119,193
Q2 2026	GM General Motors Company	General Motors Company	Sell	-13,175	-1.3%	$78.94M	1,024,187
Q2 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-22,905	-9.0%	$83.18M	232,766
Q2 2026	GPC Genuine Parts Company	Genuine Parts Company	Buy - Position Entry	+579,343	-	$68.35M	579,343
Q2 2026	ICLR ICON	ICON	Sell - Position Exit	-626,958	-100.0%	$0.00	-
Q2 2026	INCY Incyte Corporation	Incyte Corporation	Sell	-10,106	-1.3%	$85.90M	757,723
Q2 2026	KD Kyndryl Holdings, Inc.	Kyndryl Holdings, Inc.	Sell	-1,643,634	-39.6%	$28.32M	2,504,350
Q2 2026	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Sell - Position Exit	-1,914,405	-100.0%	$0.00	-
Q2 2026	LUV Southwest Airlines Company	Southwest Airlines Company	Buy	+439,587	+22.0%	$125.55M	2,441,564
Q2 2026	MDT Medtronic	Medtronic	Buy	+13,334	+1.6%	$65.60M	838,573
Q2 2026	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell	-8,201	-1.3%	$76.96M	634,336
Q2 2026	MRVL Marvell Technology, Inc.	Marvell Technology, Inc.	Sell - Position Exit	-1,148,590	-100.0%	$0.00	-
Q2 2026	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-123,954	-30.2%	$80.57M	286,699
Q2 2026	NFG National Fuel Gas Company	National Fuel Gas Company	Buy - Position Entry	+902,778	-	$69.70M	902,778

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