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.
According to the SEC 13F filed on Nov 06, 2026, Harry Burn's Sound Shore Management portfolio reflects a quant / systematic investor approach across 39 reported 13F positions as of quarter-end Sep 30, 2026. Portfolio returns are distributed across holdings, with the top five positions representing approximately 18% of total exposure. Across 39 reported holdings, economic exposure is broadly distributed across healthcare, technology, and industrials without dominant single-name concentration. Exposure to high-growth and technology-oriented segments is moderate relative to peers, with performance weighted 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 Long-Term Holder, Broadly Diversified, Economically Diversified.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Quant / Systematic Investor
Traits: Long-Term Holder, Broadly Diversified, Economically Diversified, Structurally Diversified
Turnover profile
Moderate
Holding horizon
Long-Term
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is lowly concentrated: top three names represent 11.3% of assets, top five 17.7%, and the largest single position is 4.1%.
Top 3 weight
11.3%
Top 5 weight
17.7%
Top 10 weight
32.9%
Largest position
4.1%
Top holdings: QUALCOMM Incorporated, TE Connectivity plc, Berkshire Hathaway Inc. New, Walt Disney Company (The), Regeneron Pharmaceuticals, Inc. — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Healthcare and Technology, with 8 sectors represented in the latest filing.
Leading sectors: Healthcare, Technology, Industrials
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts low single-name risk (largest position 4.1%, top ten 32.9%) and high economic diversification (HHI 0.00). Turnover tolerance maps to a moderate profile.
Largest position
4.1%
Top 10 weight
32.9%
Max sector
20.9%
Diversification
High
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Jun 30, 2026 → Sep 30, 2026
- Position count decreased from 40 to 39 (-1 names).
- Dominant sector mix shifted from Healthcare, Industrials to Healthcare, Technology.
- Largest holding changed from Teva Pharmaceutical Industries to QUALCOMM Incorporated.
- Quarter-over-quarter portfolio weight turnover: 19.8%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.