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Harry Burn - Sound Shore Holdings – 2026 Q1

Explore the latest portfolio disclosure for Harry Burn - Sound Shore, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.

The latest 2026 Q1 filing shows that Harry Burn - Sound Shore maintains its largest exposure in Healthcare, which represents approximately 21.41% of the portfolio. This sector forms the core of Harry Burn - Sound Shore's investment stance during this reporting period.

Additional major allocations include Unclassified Sector (about 13.33%) and Industrials (approximately 12.62%) , reflecting how Harry Burn - Sound Shore diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Harry Burn - Sound Shore's positioning and conviction areas for the 2026 Q1 quarter.

Breakdown by Sector

Healthcare
21.4%
Unclassified Sector
13.3%
Industrials
12.6%
Technology
10.8%
Consumer Cyclical
9.8%
Financial Services
8.7%
Energy
7.5%
Communication Services
5.3%
Utilities
5.1%
Unknown
3.2%
Consumer Defensive
2.4%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
UPS 728,066 $98.38 Buy 100.00% 2.40% $71.63M 2026 Q1
MDT 825,239 $86.65 Buy 100.00% 2.40% $71.51M 2026 Q1
BA 355,009 $199.03 Buy 100.00% 2.37% $70.66M 2026 Q1
ACI 4,134,360 $17.04 Reduced -8.80% 2.36% $70.45M 2026 Q1
ICLR 626,958 $110.66 Buy 100.00% 2.33% $69.38M 2026 Q1
KMI 1,914,405 $33.53 Reduced -43.55% 2.15% $64.19M 2026 Q1
OC 592,330 $108.22 Buy 100.00% 2.15% $64.1M 2026 Q1
OMC 842,962 $75.31 Buy 100.00% 2.13% $63.48M 2026 Q1
MHK 642,537 $98.46 Reduced -1.22% 2.12% $63.26M 2026 Q1
FLEX 924,882 $65.46 Reduced -9.18% 2.03% $60.54M 2026 Q1
SW 1,509,136 $39.85 Buy 100.00% 2.02% $60.14M 2026 Q1
QCOM 424,796 $128.78 Reduced -27.88% 1.84% $54.71M 2026 Q1
KD 4,147,984 $13.12 Increased 39.46% 1.83% $54.42M 2026 Q1
PKG 54,750 $212.22 Buy 100.00% 0.39% $11.62M 2026 Q1
CVX 9,855 $206.9 Buy 100.00% 0.07% $2.04M 2026 Q1
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