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Harry Burn

Sound Shore · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

LUVSouthwest Airlines Co.

3.9% of portfolio · +22%

Increased
MRVLMarvell Technology, Inc.

3.8% of portfolio

Sold out
AALAmerican Airlines Group Inc.

3.3% of portfolio

New position
QCOMQUALCOMM Incorporated

3.1% of portfolio · +29%

Increased
ELVElevance Health Inc.

2.9% of portfolio

New position
PFEPfizer Inc.

2.8% of portfolio · +33%

Increased
VSTVistra Corp.

2.8% of portfolio · +20%

Increased
TELTE Connectivity Ltd.

2.8% of portfolio

New position
QXOQXO, Inc.

2.8% of portfolio · +32%

Increased
BAThe Boeing Company

2.7% of portfolio · +15%

Increased
UPSUnited Parcel Service, Inc.

2.7% of portfolio · +10%

Increased
CCitigroup Inc.

2.7% of portfolio · -20%

Decreased
SWSmurfit Westrock plc

2.6% of portfolio · +22%

Increased
EQTEQT Corporation

2.6% of portfolio · +27%

Increased
TMOThermo Fisher Scientific Inc.

2.6% of portfolio

New position
BPBP p.l.c.

2.5% of portfolio · +34%

Increased
OMCOmnicom Group Inc.

2.5% of portfolio · +34%

Increased
CTRACoterra Energy Inc.

2.5% of portfolio

Sold out
CHKPCheck Point Software Technologies Ltd.

2.5% of portfolio

Sold out
NXPINXP Semiconductors N.V.

2.5% of portfolio · -30%

Decreased
REGNRegeneron Pharmaceuticals, Inc.

2.4% of portfolio · -16%

Decreased
ACIAlbertsons Companies, Inc.

2.4% of portfolio

Sold out
ICLRICON Public Limited Company

2.3% of portfolio

Sold out
CSXCSX Corporation

2.2% of portfolio · -26%

Decreased
KMIKinder Morgan, Inc.

2.2% of portfolio

Sold out
NFGNational Fuel Gas Company

2.1% of portfolio

New position
ZBHZimmer Biomet Holdings, Inc.

2.1% of portfolio · -24%

Decreased
GPCGenuine Parts Company

2.1% of portfolio

New position
ORCLOracle Corporation

2.1% of portfolio

New position
FLEXFlex Ltd.

2.0% of portfolio

Sold out
KDKyndryl Holdings, Inc.

0.9% of portfolio · -40%

Decreased
PKGPackaging Corporation of America

0.4% of portfolio · +11%

Increased
CVXChevron Corporation

0.1% of portfolio · +37%

Increased

Full portfolio

TEVATeva Pharmaceutical Industries Limited

3,804,497 shares · $128,896,358

4.0%
LUVSouthwest Airlines Co.

2,441,564 shares · $125,545,221

3.9%
BACBank of America Corporation

2,038,298 shares · $116,142,220

3.6%
AALAmerican Airlines Group Inc.

5,952,846 shares · $107,567,927

3.3%
BRK-BBerkshire Hathaway Inc.

203,903 shares · $102,031,022

3.1%
QCOMQUALCOMM Incorporated

547,812 shares · $101,230,179

3.1%
ELVElevance Health Inc.

243,452 shares · $94,150,192

2.9%
DISThe Walt Disney Company

967,830 shares · $93,153,638

2.9%
OCOwens Corning

584,629 shares · $92,932,626

2.9%
PFEPfizer Inc.

3,820,117 shares · $91,988,417

2.8%
VSTVistra Corp.

577,385 shares · $91,590,583

2.8%
TELTE Connectivity Ltd.

447,360 shares · $90,192,250

2.8%
QXOQXO, Inc.

5,198,401 shares · $89,828,369

2.8%
BAThe Boeing Company

407,058 shares · $88,115,845

2.7%
UPSUnited Parcel Service, Inc.

801,772 shares · $86,190,490

2.7%
CCitigroup Inc.

615,635 shares · $86,164,275

2.7%
INCYIncyte Corporation

757,723 shares · $85,895,479

2.6%
SWSmurfit Westrock plc

1,835,817 shares · $84,924,894

2.6%
AMZNAmazon.com, Inc.

350,136 shares · $83,451,414

2.6%
EQTEQT Corporation

1,565,288 shares · $83,226,363

2.6%
GOOGLAlphabet Inc.

232,766 shares · $83,183,585

2.6%
TMOThermo Fisher Scientific Inc.

165,318 shares · $82,883,832

2.6%
BPBP p.l.c.

2,241,317 shares · $82,816,663

2.5%
OMCOmnicom Group Inc.

1,129,610 shares · $82,269,496

2.5%
NXPINXP Semiconductors N.V.

286,699 shares · $80,571,020

2.5%
REGNRegeneron Pharmaceuticals, Inc.

126,994 shares · $79,185,839

2.4%
GMGeneral Motors Company

1,024,187 shares · $78,944,334

2.4%
PEGPublic Service Enterprise Group Incorporated

969,513 shares · $78,685,675

2.4%
MHKMohawk Industries, Inc.

634,336 shares · $76,963,987

2.4%
WFCWells Fargo & Company

890,946 shares · $73,627,777

2.3%
GEHCGE HealthCare Technologies Inc.

1,119,193 shares · $71,639,544

2.2%
CSXCSX Corporation

1,472,441 shares · $69,985,121

2.2%
NFGNational Fuel Gas Company

902,778 shares · $69,703,489

2.1%
ZBHZimmer Biomet Holdings, Inc.

794,602 shares · $68,407,286

2.1%
GPCGenuine Parts Company

579,343 shares · $68,350,887

2.1%
ORCLOracle Corporation

454,708 shares · $66,637,457

2.1%
MDTMedtronic plc

838,573 shares · $65,601,566

2.0%
KDKyndryl Holdings, Inc.

2,504,350 shares · $28,324,199

0.9%
PKGPackaging Corporation of America

61,025 shares · $14,541,037

0.4%
CVXChevron Corporation

13,475 shares · $2,233,616

0.1%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →