Compounder

Harry Burn

Net selling

Sound Shore Management Inc /Ct/ — managed by Harry Burn; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-07) · Source: SEC EDGAR

Portfolio value$2.98B5%)
Holdings40+3
Latest period2026-03-31
Top holdingTeva Pharmaceutical Industries Ltd. - Adr
Portfolio overview

Sound Shore Management Inc /Ct/'s most recent 13F filing, for the quarter ended 2026-03-31, reports 40 positions worth $2.98B. The top 5 holdings represent 18% of that value, a broadly diversified portfolio.

The single largest position is Teva Pharmaceutical Industries Ltd. - Adr at 3.9% of the portfolio, followed by Regeneron Pharmaceuticals, Inc at 3.9% and Marvell Technology, Inc at 3.8%.

Against the prior quarter, Harry Burn opened 13 new positions, exited 10, added to 7, and trimmed 20. The largest new buy was Nxp Semiconductors Nv. The most notable sale was the full exit from The Aes Corporation.

Across all 8 quarters on file, Teva Pharmaceutical Industries Ltd. - Adr has appeared in every filing, as has Berkshire Hathaway Inc. - Class B. Teva Pharmaceutical Industries Ltd. - Adr currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction
Holdings

Showing top 25 of 40 positions

Sources· SEC EDGAR 13F as of 2026-05-07

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