Harry Burn - Sound Shore Management Portfolio Position Sizes (Q3 2026)

According to the SEC 13F filed on Nov 06, 2026, the Sound Shore Management portfolio balances reported a total equity value of $3.20B across 40 publicly traded holdings as of quarter-end Sep 30, 2026.

The portfolio balances highlight QUALCOMM Incorporated (QCOM) as the single largest position, accounting for 3.9% of total equity value, followed by TE Connectivity PLC (TEL), Berkshire Hathaway Inc. - Class B (BRK-B), The Walt Disney Company (DIS), and others. Collectively, the top five holdings represent 16.9% of the portfolio, showing how capital is distributed among core positions and long-term investments.