Sound Shore Mgmt
Harry Burn III
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
40
Market Value
$3.0B
Portfolio Analysis
AIPreviewI. Institutional Overview
The investment landscape of the first quarter of 2026 has been marked by significant volatility and shifting macroeconomic expectations, providing a rigorous backdrop for the latest 13F filing from Harry Burn III and Sound Shore Management. As a seasoned institutional player with a reputation for disciplined value investing, Sound Shore Management’s...
Analyzing the institutional portrait of Sound Shore Management requires looking beyond the raw assets under management to the structural composition of the portfolio. With exactly 40 holdings reported this quarter, the institution clearly adheres to a philosophy of high-conviction, concentrated investment. In the world of institutional asset management, a...
The scale trend for Sound Shore appears to be one of strategic stability and internal rotation rather than aggressive capital expansion or contraction. The portfolio value of nearly $3B indicates a mature fund that is more focused on "alpha generation" through stock selection than on gathering assets. This quarter’s data reveals a remarkably active...
Based on the latest available 13F filing.
Open full report in appHoldings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
$TEVA
Teva Pharmaceutical Industries Limited
3.9%
% of Portfolio
$REGN
Regeneron Pharmaceuticals, Inc.
3.9%
% of Portfolio
$MRVL
Marvell Technology, Inc.
3.8%
% of Portfolio
$BAC
Bank of America Corporation
3.4%
% of Portfolio
$BRK.B
Berkshire Hathaway Inc.
3.2%
% of Portfolio
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| TEVA | 3.9% | 4.3% | 3.8% | 3.3% |
| REGN | 3.9% | 4.3% | - | - |
| MRVL | 3.8% | - | - | - |
| BAC | 3.4% | - | 3.2% | 3.4% |
| BRK.B | 3.2% | 3.4% | 3.0% | - |
| ZBH | 3.2% | - | - | - |
| DIS | 3.1% | 3.5% | - | - |
| C | 2.9% | - | 3.3% | 4.1% |
| GEHC | 2.9% | - | - | - |
| CSX | 2.8% | - | - | 3.5% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$TEVA
3.9%
$REGN
3.9%
$MRVL
3.8%
$BAC
3.4%
$BRK.B
3.2%
$ZBH
3.2%
$DIS
3.1%
$C
2.9%
$GEHC
2.9%
$CSX
2.8%
$NXPI
2.7%
$PFE
2.7%
$PEG
2.7%
$AMZN
2.6%
$EQT
2.6%
$BP
2.6%
$GM
2.6%
$QXO
2.6%
$LUV
2.5%
$CTRA
2.5%
$CHKP
2.5%
$GOOGL
2.5%
$INCY
2.4%
$VST
2.4%
$WFC
2.4%
$UPS
2.4%
$MDT
2.4%
$BA
2.4%
$ACI
2.4%
$ICLR
2.3%
$KMI
2.1%
$OC
2.1%
$OMC
2.1%
$MHK
2.1%
$FLEX
2.0%
$SW
2.0%
$QCOM
1.8%
$KD
1.8%
$PKG
0.4%
$CVX
0.1%