Harry Burn - Sound Shore Management Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 12, 2026, the Sound Shore Management portfolio managed by Harry Burn was diversified across 9 sectors as of quarter-end Jun 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 21.6% of total portfolio value, followed by Healthcare and Industrials and Financial Services. Together, the top three sectors account for 50.8% 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
21.65%
Industrials
17.55%
Financial Services
11.64%
Consumer Cyclical
9.92%
ETF
9.89%
Technology
8.81%
Communication Services
7.96%
Energy
7.33%
Utilities
5.24%