Harry Burn's Investment Activity: Q1 2026 Portfolio Changes Revealed
Sound Shore Management's Harry Burn saw significant shifts in his portfolio during Q1 2026, with notable increases in several holdings and decreases in others.
As of March 31, 2026, Harry Burn's portfolio managed by Sound Shore Management showed significant activity during the first quarter of the year. The total portfolio value stood at approximately $2.98 billion, with substantial changes observed in several top holdings.
Among the most notable moves was the reduction in Bank of America (BAC). Burn decreased his position by nearly 9.9%, reflecting a significant sale during the quarter. Similarly, Citigroup (C) experienced a substantial reduction, with a nearly 21.8% decrease in shares, indicating a major divestment.
Conversely, Burn demonstrated strong confidence in several companies by increasing his stakes. He significantly boosted his position in Regeneron Pharmaceuticals (REGN), adding approximately 31.2% more shares. Increases were also noted in Marvell Technology (MRVL), Zimmer Biomet (ZBH), The Walt Disney Company (DIS), GE HealthCare (GEHC), and CSX Corporation (CSX), with percentage increases ranging from 33.4% to 35.7%.
Several other holdings saw moderate changes. Teva Pharmaceutical Industries (TEVA) experienced a notable decrease of 31.2%. Increases were also observed in Berkshire Hathaway (BRK-B), GE HealthCare (GEHC), and CSX Corporation (CSX).
It's important to note that the disclosed data only covers the top holdings. No information is available regarding activity in other positions within the portfolio. For a complete picture, readers are encouraged to visit Harry Burn's profile on Insiderset and explore detailed information about each stock mentioned.