Harry Burn - Sound Shore Management Sector Allocation (Q3 2026)

According to the SEC 13F filed on Nov 06, 2026, the Sound Shore Management portfolio managed by Harry Burn was diversified across 8 sectors as of quarter-end Sep 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Healthcare sector represents the largest share at 20.0% of total portfolio value, followed by Healthcare and Technology and Industrials. Together, the top three sectors account for 54.6% 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 (%)
Healthcare
19.98%
Technology
18.00%
Industrials
16.56%
Financial Services
10.64%
Consumer Cyclical
10.26%
Communication Services
8.54%
Energy
7.60%
Utilities
3.88%