LearnGlossaryMarketStocksSuperinvestorsSign in
← All superinvestors

Harry Burn Portfolio

Sound Shore · portfolio as of Q3 2026, filed Nov 6, 2026

How cheap is Harry Burn's portfolio?

8 of 34 holdings are Undervalued or On Sale by our valuation (25% of the money).

Valued by PaybackPrice; holdings from SEC 13F filings as of Sep 30, 2026. 6 not valued.

This quarter's moves · vs Q2 2026

QCOMQUALCOMM Incorporated165.41IncreasedOverpriced16% above fair value3.9% of portfolio · $125.3M · +24%
TELTE Connectivity plc207.01IncreasedFairly Valued9% below fair value3.7% of portfolio · $118.7M · +26%
NXPINXP Semiconductors N.V.248.29IncreasedOverpriced82% above fair value3.0% of portfolio · $94.6M · +39%
OMCOmnicom Group Inc.86.37IncreasedUndervalued35% below fair value2.9% of portfolio · $93.3M · +12%
IQVIQVIA Holdings Inc.271.83New positionOverpriced39% above fair value2.8% of portfolio · $91.1M

Full portfolio

TEVATeva Pharmaceutical Industries Limited42.61Not valued4.5% of portfolio · $145.5M
QCOMQUALCOMM Incorporated165.41Overpriced16% above fair value3.9% of portfolio · $125.3M
TELTE Connectivity plc207.01Fairly Valued9% below fair value3.7% of portfolio · $118.7M
BRK-BBerkshire Hathaway Inc.570.89Undervalued14% below fair value3.2% of portfolio · $100.8M
DISThe Walt Disney Company116.75Overpriced17% above fair value3.1% of portfolio · $100.3M

Questions about Harry Burn's portfolio

What does Harry Burn own?

Harry Burn's portfolio holds 40 stocks worth $3.2B at the end of Q3 2026. The largest positions are TEVA, QCOM, TEL, BRK-B and DIS.

What did Harry Burn buy last quarter?

In Q3 2026, Harry Burn opened 5 new positions (IQV, OSK, UBER, VTRS and CNHI) and added to BA, OMC, ORCL, QCOM, QXO, TEL and NXPI.

What did Harry Burn sell?

In Q3 2026, Harry Burn sold out of CSX, GPC, KD, PFE and MDT and trimmed ELV, BAC, CVX, INCY, MHK, LUV, TMO and VST.

Which of Harry Burn's stocks are undervalued right now?

BRK-B, OMC, BAC, AAL, ORCL, UPS, OSK and ZBH are Undervalued or On Sale by our valuation.

When is the next update?

13F filings are due 45 days after each quarter end: the Q4 2026 filing is due by Feb 14, 2027.

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 →