Harry Burn - Sound Shore Management Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Sound Shore Management portfolio managed by Harry Burn was diversified across 11 sectors, according to the most recent SEC 13F filing dated Nov 06, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 17.6% of total portfolio value, followed by Financial Services and Healthcare and Technology. Together, the top three sectors account for 47.5% of the portfolio, reflecting Harry Burn's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 17.65% | |
| Healthcare | 16.62% | |
| Technology | 13.28% | |
| ETF | 11.44% | |
| Energy | 8.57% | |
| Industrials | 8.25% | |
| Consumer Cyclical | 8.20% | |
| Communication Services | 8.11% | |
| Utilities | 4.81% | |
| Consumer Defensive | 2.84% | |
| Basic Materials | 0.25% | |