Harry Burn's Portfolio Concentration Analysis: Top Holdings as of March 31, 2026
Analysis of Harry Burn's portfolio concentration as of March 31, 2026, highlighting major holdings and their allocations.
As of March 31, 2026, Harry Burn's portfolio managed by Sound Shore Management totals approximately $3 billion. The portfolio demonstrates significant concentration, with the top ten holdings accounting for a substantial portion of the total value.
Bank of America Corporation (BAC) stands as the largest holding, representing 3.37% of the portfolio with a total stock value of $100.7 million. The position saw an increase in shares during the prior period, growing by approximately 9.89%.
Berkshire Hathaway Inc. (BRK-B) is the second-largest holding at 3.20%, valued at $95.6 million. This position also increased, with a 11.3% rise in shares during the prior period.
The Walt Disney Company (DIS) follows at 3.13%, with a value of $93.5 million. This position also saw significant growth, increasing by 35.72% in shares during the prior period.
Citigroup Inc. (C) holds the fourth position at 2.94%, valued at $87.7 million. However, this position decreased during the prior period, with a 21.77% reduction in shares.
CSX Corporation (CSX) is the fifth-largest holding at 2.75%, valued at $82.2 million. This position also experienced a decline, with a 17.15% decrease in shares during the prior period.
Other significant holdings include Zimmer Biomet Holdings Inc. (ZBH) at 3.19%, GE HealthCare Technologies Inc. (GEHC) at 2.85%, Marvell Technology, Inc. (MRVL) at 3.81%, Regeneron Pharmaceuticals, Inc. (REGN) at 3.91%, Teva Pharmaceutical Industries Ltd. (TEVA) at 3.92%, and GEHC at 2.85%.
The portfolio shows a notable concentration in Financial Services and Industrials sectors, with BAC, C, and CSX being key holdings. Healthcare is also well-represented with positions in TEVA, REGN, ZBH, and GEHC. Technology is represented by MRVL.
For more information on Harry Burn's investment profile, visit https://www.insiderset.com/investor/harry-burn-sound-shore-management. Detailed analysis of individual stock positions can be found at https://www.insiderset.com/investors/stocks/.