Harry Burn - Sound Shore Management Investment Strategy & Portfolio Analysis

As of Jun 30, 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, industrials, and financials 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, industrials, and financials. The portfolio exhibits low turnover, consistent with a buy-and-hold posture held through multiple reporting cycles. Distinctive traits include Moderate Turnover, Broadly Diversified, Economically Diversified.