Harry Burn's Q1 Portfolio Highlights Major Shifts in Key Sectors

Harry Burn's portfolio, valued at approximately $2.98 billion as of March 31, 2026, reflects notable quarterly activity across various sectors. The analysis highlights significant changes in holdings, including substantial increases in certain stocks and decreases in others.

Among the top holdings, Regeneron Pharmaceuticals (REGN) saw a remarkable 31.24% increase in shares, making it one of the most significant additions during the quarter. Similarly, Marvell Technology (MRVL) and The Walt Disney Company (DIS) experienced substantial share growth of 33.44% and 35.72%, respectively. These moves suggest a continued focus on growth-oriented opportunities in the Technology and Communication Services sectors.

In the Healthcare sector, Teva Pharmaceutical (TEVA) and Zimmer Biomet (ZBH) also showed significant share increases, with growth of 31.2% and 17.4%, respectively. GE Healthcare (GEHC) added shares with a 21.61% increase, reinforcing interest in healthcare infrastructure.

Financial Services holdings saw mixed activity. While Bank of America (BAC) and Berkshire Hathaway (BRK-B) increased their positions by 9.89% and 11.3%, respectively, Citigroup (C) experienced a notable decrease of 21.77% in shares during the quarter.

Within the Industrials sector, CSX Corporation (CSX) saw a significant reduction in its position, with a 17.15% decrease in shares. Other sectors like Technology and Healthcare maintained strong allocations, with Marvell Technology and several healthcare stocks holding portfolio weightings above 3%.

For a complete view of Harry Burn's investment profile, you can visit his profile on Insiderset: https://www.insiderset.com/investor/harry-burn-sound-shore-management. Detailed analysis of each stock, including Regeneron Pharmaceuticals (REGN), Marvell Technology (MRVL), and others, is available on the platform.