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Harry Burn - Sound Shore – Largest Buy Additions (2026 Q1)

A detailed view of the stocks most significantly increased by Harry Burn - Sound Shore during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
MRVL 1,148,590 $99.05 Increased 13.19% 3.82% $113.77M 2026 Q1
BAC 2,065,582 $48.75 Increased 30.91% 3.38% $100.7M 2026 Q1
ZBH 1,052,202 $90.42 Increased 23.68% 3.19% $95.14M 2026 Q1
DIS 970,436 $96.38 Increased 1.22% 3.14% $93.53M 2026 Q1
GEHC 1,192,741 $71.18 Increased 17.18% 2.85% $84.9M 2026 Q1
NXPI 410,653 $196.86 Buy 100.00% 2.71% $80.84M 2026 Q1
PFE 2,870,421 $28.08 Buy 100.00% 2.70% $80.6M 2026 Q1
AMZN 378,875 $208.27 Buy 100.00% 2.65% $78.91M 2026 Q1
CHKP 518,529 $142.85 Increased 22.13% 2.49% $74.07M 2026 Q1
VST 479,762 $150.33 Buy 100.00% 2.42% $72.12M 2026 Q1
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
ICLR 626,958 $110.66 Buy 100.00% 2.33% $69.38M 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
SW 1,509,136 $39.85 Buy 100.00% 2.02% $60.14M 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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