Harry Burn's Portfolio

Sound Shore Management 13F holdings

What is Harry Burn's portfolio?

Sound Shore Management has disclosed a total of 37 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $3,142,596,077.

What stocks does Harry Burn own?

In Harry Burn's portfolio as of 31 Dec 2025, the top 4 holdings are (REGN) REGENERON PHARMACEUTICALS (4.32%), (TEVA) TEVA PHARMACEUTICAL-SP ADR (4.28%), (GOOGL) ALPHABET INC-CL A (3.48%) and (DIS) WALT DISNEY CO/THE (3.47%).

To see the historical data of Sound Shore Management's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see Sound Shore Management's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $3,142M+
Period: 2025 Q4
Number of stock: 37
Update: 10 Feb 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
KMI
KINDER MORGAN INC
2.97%
3,391,203
$27.49
15.24% $31.68
$93,224,170
+26.97% (+720,295)
+0.63%
KD
KYNDRYL HOLDINGS INC
2.51%
2,974,223
$26.56
56.25% $11.62
$78,995,363
+46.15% (+939,154)
+0.79%
MRVL
MARVELL TECHNOLOGY INC
2.74%
1,014,709
$84.98
-
$86,229,971
+17.88% (+153,935)
+0.42%
MHK
MOHAWK INDUSTRIES INC
2.26%
650,447
$109.30
5.89% $102.86
$71,093,857
-1.62% (-10,719)
-0.04%
NEM
NEWMONT CORP
0.28%
88,665
$99.85
0.14% $99.71
$8,853,200
PEG
PUBLIC SERVICE ENTERPRISE GP
3.48%
1,361,981
$80.30
1.02% $79.48
$109,367,074
+66.63% (+544,634)
+1.39%
QCOM
QUALCOMM INC
3.21%
588,996
$171.05
26.24% $215.94
$100,747,766
+3.61% (+20,542)
+0.11%
QXO
QXO INC
2.46%
4,002,028
$19.29
18.30% $15.76
$77,199,120
buy
+2.46%
REGN
REGENERON PHARMACEUTICALS
4.32%
175,887
$771.87
17.67% $635.45
$135,761,899
+52.91% (+60,859)
+1.49%
CRM
SALESFORCECOM INC
3.19%
378,539
$264.91
29.92% $185.66
$100,278,767
buy
+3.19%
LUV
SOUTHWEST AIRLINES CO
3.32%
2,520,697
$41.33
0.51% $41.54
$104,180,407
-0.67% (-16,940)
-0.02%
TEVA
TEVA PHARMACEUTICAL-SP ADR
4.28%
4,309,906
$31.21
-
$134,512,166
-23.68% (-1,337,543)
-1.33%
DIS
WALT DISNEY CO/THE
3.47%
958,711
$113.77
12.36% $99.71
$109,072,550
+34.08% (+243,686)
+0.88%
WBD
WARNER BROS DISCOVERY INC
0.91%
990,615
$28.82
8.95% $26.24
$28,549,525
-77.18% (-3,350,243)
-3.07%
WFC
WELLS FARGO & CO
2.73%
920,055
$93.20
12.08% $81.94
$85,749,126
-0.61% (-5,612)
-0.02%
WLTW
WILLIS TOWERS WATSON PLC
2.36%
226,119
$328.60
-
$74,302,703
-8.66% (-21,432)
-0.22%
ZBH
ZIMMER BIOMET HOLDINGS INC
2.43%
850,757
$89.92
2.88% $87.33
$76,500,069
-5.08% (-45,527)
-0.13%
17 of 37

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
HOLX
HOLOGIC INC
1,337,653
-2.87%
IP
INTERNATIONAL PAPER CO
1,551,437
-2.29%
PYPL
PAYPAL HOLDINGS INC
1,069,187
-2.28%
PRGO
PERRIGO CO PLC
3,650,998
-2.59%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.