Harry Burn - Sound Shore Management Portfolio Performance Analysis (Q3 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to September 2026 • Initial Portfolio Value: $3.78B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
-0.72B
-19.15%
Winning Positions
+39.11%
70 wins / 179 positions
Average Gain (Winners)
$22.46M
+787.83% avg per position
Active Positions
39
96 losing positions
Portfolio Value Over Time
Total Positions Tracked
179
All holdings over time
Win/Loss Ratio
0.73
70 gains / 96 losses
Active vs. Exited
39 / 140
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| JBLU | JetBlue Airways Corporation | Industrials | Jun 2013 | EXITED | $346.00K | $101.83M | $101.48M | +9,999%+ |
| BBWI | Bath & Body Works, Inc. | Consumer Cyclical | Sep 2023 | EXITED | $13.42M | $86.62M | $73.20M | +545.28% |
| TTE | TotalEnergies SE | Energy | Dec 2015 | EXITED | $1.05M | $67.10M | $66.06M | +6309.06% |
| FLR | Fluor Corporation | Industrials | Jun 2013 | EXITED | $38.50M | $101.53M | $63.03M | +163.72% |
| MRK | Merck & Company, Inc. | Healthcare | Dec 2013 | EXITED | $440.00K | $62.17M | $61.73M | +9,999%+ |
| NVS | Novartis AG | Healthcare | Jun 2013 | EXITED | $121.11M | $171.41M | $50.30M | +41.53% |
| TEVA | Teva Pharmaceutical Industries | Healthcare | Sep 2023 | EXITED | $80.79M | $128.90M | $48.11M | +59.54% |
| HSIC | Henry Schein, Inc. | Healthcare | Mar 2020 | EXITED | $54.91M | $100.93M | $46.02M | +83.82% |
| MGA | Magna International, Inc. | Consumer Cyclical | Jun 2020 | EXITED | $67.50M | $110.55M | $43.05M | +63.77% |
| MRVL | Marvell Technology, Inc. | Technology | Sep 2025 | EXITED | $72.37M | $113.77M | $41.40M | +57.21% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.