← Superinvestors
HB
Harry Burn
Sound Shore Management
Periodo
Q1 2026
Valore portafoglio
$2.98B
Titoli
40
Attività
20 acquisti · 20 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | TEVA Teva Pharmaceutical Industries Ltd | 3.92% | Reduce 9.84% | 3,885,683 | $117.0M |
| 2 | REGN Regeneron Pharmaceuticals, Inc. | 3.91% | Reduce 14.17% | 150,960 | $116.6M |
| 3 | MRVL Marvell Technology, Inc. | 3.81% | Add 13.19% | 1,148,590 | $113.8M |
| 4 | BAC Bank of America Corporation | 3.37% | Add 30.91% | 2,065,582 | $100.7M |
| 5 | BRK/B Berkshire Hathaway Inc. - Class B | 3.2% | Reduce 5.1% | 199,485 | $95.6M |
| 6 | ZBH Zimmer Biomet Holdings Inc. | 3.19% | Add 23.68% | 1,052,202 | $95.1M |
| 7 | DIS The Walt Disney Company | 3.13% | Add 1.22% | 970,436 | $93.5M |
| 8 | C Citigroup Inc. | 2.94% | Reduce 1.95% | 773,599 | $87.7M |
| 9 | GEHC GE HealthCare Technologies Inc. | 2.85% | Add 17.18% | 1,192,741 | $84.9M |
| 10 | CSX CSX Corporation | 2.75% | Reduce 16.64% | 2,002,159 | $82.2M |
| 11 | NXP Semiconductors NV | 2.71% | Buy | 410,653 | $80.8M |
| 12 | PFE Pfizer Inc | 2.7% | Buy | 2,870,421 | $80.6M |
| 13 | PEG Public Service Enterprise Group In | 2.67% | Reduce 27.7% | 984,658 | $79.7M |
| 14 | AMZN Amazon.com, Inc. | 2.64% | Buy | 378,875 | $78.9M |
| 15 | EQT EQT Corporation | 2.64% | Reduce 18.58% | 1,235,565 | $78.6M |
| 16 | BP BP PLC Sponsored ADR | 2.63% | Reduce 14.48% | 1,671,683 | $78.6M |
| 17 | GM General Motors Company | 2.59% | Reduce 2.72% | 1,037,362 | $77.3M |
| 18 | QXO QXO, Inc. | 2.56% | Reduce 1.8% | 3,929,810 | $76.3M |
| 19 | LUV Southwest Airlines Co. | 2.52% | Reduce 20.58% | 2,001,977 | $75.2M |
| 20 | CTRA Coterra Energy Inc. | 2.51% | Reduce 34.88% | 2,128,868 | $74.8M |
| 21 | Check Point Software Technologies Ltd. | 2.48% | Add 22.13% | 518,529 | $74.1M |
| 22 | GOOGL Alphabet Inc. - Class A | 2.46% | Reduce 26.9% | 255,671 | $73.5M |
| 23 | INCY Incyte Corporation | 2.42% | Reduce 17.42% | 767,829 | $72.3M |
| 24 | VST Vistra Corp. | 2.42% | Buy | 479,762 | $72.1M |
| 25 | WFC Wells Fargo & Company | 2.41% | Reduce 1.92% | 902,430 | $71.8M |
| 26 | UPS United Parcel Service, Inc. Cl B | 2.4% | Buy | 728,066 | $71.6M |
| 27 | Medtronic, PLC | 2.4% | Buy | 825,239 | $71.5M |
| 28 | BA The Boeing Company | 2.37% | Buy | 355,009 | $70.7M |
| 29 | ACI Albertsons Companies, Inc. | 2.36% | Reduce 8.8% | 4,134,360 | $70.4M |
| 30 | ICON Plc | 2.32% | Buy | 626,958 | $69.4M |
| 31 | KMI Kinder Morgan, Inc. | 2.15% | Reduce 43.55% | 1,914,405 | $64.2M |
| 32 | OC Owens Corning | 2.15% | Buy | 592,330 | $64.1M |
| 33 | OMC Omnicom Group Inc. | 2.13% | Buy | 842,962 | $63.5M |
| 34 | MHK Mohawk Industries, Inc. | 2.12% | Reduce 1.22% | 642,537 | $63.3M |
| 35 | Flex Ltd. | 2.03% | Reduce 9.18% | 924,882 | $60.5M |
| 36 | Smurfit WestRock Public Limited Company | 2.02% | Buy | 1,509,136 | $60.1M |
| 37 | QCOM QUALCOMM Incorporated | 1.83% | Reduce 27.88% | 424,796 | $54.7M |
| 38 | KD Kyndryl Holdings, Inc. | 1.82% | Add 39.46% | 4,147,984 | $54.4M |
| 39 | PKG Packaging Corporation of America | 0.39% | Buy | 54,750 | $11.6M |
| 40 | CVX Chevron Corporation | 0.07% | Buy | 9,855 | $2.0M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.