Harry Burn - Sound Shore Management Investment Strategy & Portfolio Analysis
How Sound Shore Management allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
As of Mar 31, 2026, Harry Burn's Sound Shore Management portfolio reflects a quant / systematic investor approach across 40 reported 13F positions. Portfolio returns are distributed across holdings, with the top five positions representing approximately 18% of total exposure. Across 40 reported holdings, economic exposure is broadly distributed across healthcare, unknown, and industrials without dominant single-name concentration. Exposure to high-growth and technology-oriented segments is moderate relative to peers, with performance instead anchored in durable, cash-generating businesses across healthcare, unknown, and industrials. The portfolio maintains moderate turnover, consistent with periodic rebalancing rather than a fully static book. Distinctive traits include Moderate Turnover, Broadly Diversified, Economically Diversified.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Quant / Systematic Investor
Traits: Moderate Turnover, Broadly Diversified, Economically Diversified, Structurally Diversified
Turnover profile
Active
Holding horizon
Moderate
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is lowly concentrated: top three names represent 11.6% of assets, top five 18.2%, and the largest single position is 3.9%.
Top 3 weight
11.6%
Top 5 weight
18.2%
Top 10 weight
33.1%
Largest position
3.9%
Top holdings: Teva Pharmaceutical Industries, Regeneron Pharmaceuticals, Inc., Marvell Technology, Inc., Bank of America Corporation, Berkshire Hathaway Inc. New — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Healthcare and Unknown, with 10 sectors represented in the latest filing.
Leading sectors: Healthcare, Unknown, Industrials
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts low single-name risk (largest position 3.9%, top ten 33.1%) and high economic diversification (HHI 0.00). Turnover tolerance maps to a active profile.
Largest position
3.9%
Top 10 weight
33.1%
Max sector
19.0%
Diversification
High
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Dec 31, 2025 → Mar 31, 2026
- Position count increased from 37 to 40 (+3 names).
- Top-five concentration fell from 19.0% to 18.2%.
- Dominant sector mix shifted from Technology, Healthcare to Healthcare, Unknown.
- Largest holding changed from Regeneron Pharmaceuticals, Inc. to Teva Pharmaceutical Industries.
- Quarter-over-quarter portfolio weight turnover: 30.0%.
For trade-level changes, see the Activity page. View activity.
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Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.