Harry Burn's Top Holdings Analysis: Strategic Investments in Pharma, Tech, and Financial Services
Harry Burn's portfolio, managed by Sound Shore Management, as of March 31, 2026, is dominated by significant holdings in healthcare, technology, and financial services sectors, including investments in Teva, Regeneron, Marvell Technology, Bank of America, and Berkshire Hathaway.
Harry Burn, through Sound Shore Management, maintains a substantial portfolio as of March 31, 2026, with a total value exceeding $2.98 billion. His investment strategy focuses on key sectors including Healthcare, Technology, and Financial Services, as evidenced by his top holdings.
Within the Healthcare sector, Burn's portfolio is heavily weighted with Teva Pharmaceutical Industries Ltd. (TEVA) and Regeneron Pharmaceuticals (REGN). The ADR for Teva (TEVA) represents approximately 3.92% of his holdings, while Regeneron (REGN) accounts for 3.91%. Both companies are leaders in pharmaceutical innovation, contributing significantly to Burn's sector exposure.
Technology is another cornerstone of Burn's portfolio, highlighted by Marvell Technology (MRVL), which holds a 3.81% allocation. This position reflects confidence in semiconductor and technology infrastructure stocks.
The Financial Services sector is represented by several key holdings, including Bank of America (BAC) at 3.37%, Berkshire Hathaway (BRK-B) at 3.2%, and Citigroup (C) at 2.94%. These positions underscore Burn's diversification into major financial institutions.
Additional significant holdings include Zimmer Biomet (ZBH) and GE HealthCare (GEHC) in Healthcare, The Walt Disney Company (DIS) in Communication Services, and CSX Corporation (CSX) in Industrials, each contributing meaningfully to Burn's overall portfolio allocation.
Burn's investment activity shows dynamic changes. For instance, Regeneron saw a 31.24% increase in shares, while Bank of America experienced a 9.89% increase. Conversely, Citigroup faced a significant reduction of 21.77% in its share count. These shifts highlight Burn's active management approach to his portfolio.
For detailed insights into Harry Burn's investment profile and these companies, readers can explore his profile on Insiderset: https://www.insiderset.com/investor/harry-burn-sound-shore-management. Specific stock analyses are available at https://www.insiderset.com/investors/stocks/TEVA, https://www.insiderset.com/investors/stocks/REGN, and similar links for other holdings.