HB
Harry Burn
Sound Shore Management
Contrarian value
Long-tenured contrarian value investor focused on businesses temporarily out of favor with the market. Disciplined sell discipline.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
Reduced
Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Healthcare
23.67%
Other / Unclassified
19.95%
Industrials
11.38%
Consumer Cyclical
10.16%
Financial Services
8.5%
Communication Services
7.96%
Technology
7.95%
Utilities
5.24%
Energy
5.18%
Full Portfolio · 2026-06-30
40 positions — click any ticker to open its analysis page
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
Reduced
Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 47 positions moved
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| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
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