SOUND SHORE MANAGEMENT INC /CT/
Filing Date
Global Rank
#983
/ 8,618
▼ 7
Top Industry
Banks - Diversified
8.5%
3Y Alpha vs SPY
+0.4%
Period ended 51 days ago
Filed Aug 12, 2026 · 8d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+74.9%
SPY
+75.8%
Annualised alpha
-0.2%
Max drawdown
−21.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
40 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
4.0%
−0.1 pts
Top 5
17.9%
−0.8 pts
Top 10
32.4%
−1.5 pts
HHI
271
Diversified−7
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 23.7% | $768,648,509 |
| Industrials | 20.3% | $660,165,596 |
| Consumer Cyclical | 12.5% | $407,176,551 |
| Financial Services | 11.6% | $377,965,293 |
| Technology | 11.3% | $366,955,102 |
| Communication Services | 8.0% | $258,606,718 |
| Energy | 7.3% | $237,980,130 |
| Utilities | 5.2% | $170,276,257 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QXO | QXO, Inc. | +1,268,591 | 5,198,401 | $89,828,369 | |
| PFE | Pfizer Inc | +949,696 | 3,820,117 | $91,988,417 | |
| BP | Bp PLC | +569,634 | 2,241,317 | $82,816,663 | |
| LUV | Southwest Airlines Co | +439,587 | 2,441,564 | $125,545,220 | |
| EQT | EQT Corp | +329,723 | 1,565,288 | $83,226,362 | |
| SW | Smurfit Westrock plc | +326,681 | 1,835,817 | $84,924,894 | |
| OMC | Omnicom Group Inc. | +286,648 | 1,129,610 | $82,269,496 | |
| QCOM | Qualcomm Inc/De | +123,016 | 547,812 | $101,230,179 | |
| VST | Vistra Corp. | +97,623 | 577,385 | $91,590,582 | |
| UPS | United Parcel Service Inc | +73,706 | 801,772 | $86,190,490 | |
| BA | Boeing Co | +52,049 | 407,058 | $88,115,845 | |
| MDT | Medtronic plc | +13,334 | 838,573 | $65,601,565 | |
| PKG | Packaging Corp Of America | +6,275 | 61,025 | $14,541,037 | |
| BRK-B | Berkshire Hathaway Inc | +4,418 | 203,903 | $102,031,022 | |
| CVX | Chevron Corp | +3,620 | 13,475 | $2,233,616 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KD | Kyndryl Holdings, Inc. | −1,643,634 | 2,504,350 | $28,324,198 | |
| CSX | Csx Corp | −529,718 | 1,472,441 | $69,985,120 | |
| ZBH | Zimmer Biomet Holdings, Inc. | −257,600 | 794,602 | $68,407,286 | |
| C | Citigroup Inc | −157,964 | 615,635 | $86,164,274 | |
| NXPI | NXP Semiconductors N.V. | −123,954 | 286,699 | $80,571,019 | |
| TEVA | Teva Pharmaceutical Industries Ltd | −81,186 | 3,804,497 | $128,896,358 | |
| GEHC | GE HealthCare Technologies Inc. | −73,548 | 1,119,193 | $71,639,543 | |
| AMZN | Amazon Com Inc | −28,739 | 350,136 | $83,451,414 | |
| BAC | Bank Of America Corp /De/ | −27,284 | 2,038,298 | $116,142,220 | |
| REGN | Regeneron Pharmaceuticals, Inc. | −23,966 | 126,994 | $79,185,838 | |
| GOOGL | Alphabet Inc. | −22,905 | 232,766 | $83,183,585 | |
| PEG | Public Service Enterprise Group Inc | −15,145 | 969,513 | $78,685,675 | |
| GM | General Motors Co | −13,175 | 1,024,187 | $78,944,333 | |
| WFC | Wells Fargo & Company/Mn | −11,484 | 890,946 | $73,627,777 | |
| INCY | Incyte Corp | −10,106 | 757,723 | $85,895,479 | |
| MHK | Mohawk Industries Inc | −8,201 | 634,336 | $76,963,986 | |
| OC | Owens Corning | −7,701 | 584,629 | $92,932,625 | |
| DIS | Walt Disney Co | −2,606 | 967,830 | $93,153,637 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAL | American Airlines Group Inc. | 5,952,846 | $107,567,927 | |
| ELV | Elevance Health, Inc. | 243,452 | $94,150,191 | |
| TEL | TE Connectivity plc | 447,360 | $90,192,249 | |
| TMO | Thermo Fisher Scientific Inc. | 165,318 | $82,883,832 | |
| NFG | National Fuel Gas Co | 902,778 | $69,703,489 | |
| GPC | Genuine Parts Co | 579,343 | $68,350,887 | |
| ORCL | Oracle Corp | 454,708 | $66,637,457 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | 1,148,590 | $113,767,839 | |
| CHKP | Check Point Software Technologies Ltd | 518,529 | $74,071,867 | |
| ACI | Albertsons Companies, Inc. | 4,134,360 | $70,449,494 | |
| ICLR | Icon PLC | 626,958 | $69,379,172 | |
| KMI | Kinder Morgan, Inc. | 1,914,405 | $64,189,999 | |
| FLEX | Flex Ltd. | 924,882 | $60,542,775 | |
| CTRA | Coterra Energy Inc. | 2,128,868 | $0 | |
| No positions match the current search. | ||||
40 tracked positions ·
$3,247,774,156 total
· filing declares
40 positions · $3,247,774,172
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TEVA |
Teva Pharmaceutical Industries Ltd
Healthcare
|
Reduced | 3,804,497 | $128,896,358 | 3.97% | |
| LUV |
Southwest Airlines Co
Industrials
|
Added | 2,441,564 | $125,545,220 | 3.87% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 2,038,298 | $116,142,220 | 3.58% | |
| AAL |
American Airlines Group Inc.
Industrials
|
NEW | 5,952,846 | $107,567,927 | 3.31% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 203,903 | $102,031,022 | 3.14% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 547,812 | $101,230,179 | 3.12% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
NEW | 243,452 | $94,150,191 | 2.90% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 967,830 | $93,153,637 | 2.87% | |
| OC |
Owens Corning
Industrials
|
Reduced | 584,629 | $92,932,625 | 2.86% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 3,820,117 | $91,988,417 | 2.83% | |
| VST |
Vistra Corp.
Utilities
|
Added | 577,385 | $91,590,582 | 2.82% | |
| TEL |
TE Connectivity plc
Technology
|
NEW | 447,360 | $90,192,249 | 2.78% | |
| QXO |
QXO, Inc.
Industrials
|
Added | 5,198,401 | $89,828,369 | 2.77% | |
| BA |
Boeing Co
Industrials
|
Added | 407,058 | $88,115,845 | 2.71% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 801,772 | $86,190,490 | 2.65% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 615,635 | $86,164,274 | 2.65% | |
| INCY |
Incyte Corp
Healthcare
|
Reduced | 757,723 | $85,895,479 | 2.64% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
Added | 1,835,817 | $84,924,894 | 2.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 350,136 | $83,451,414 | 2.57% | |
| EQT |
EQT Corp
Energy
|
Added | 1,565,288 | $83,226,362 | 2.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 232,766 | $83,183,585 | 2.56% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
NEW | 165,318 | $82,883,832 | 2.55% | |
| BP |
Bp PLC
Energy
|
Added | 2,241,317 | $82,816,663 | 2.55% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Added | 1,129,610 | $82,269,496 | 2.53% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Reduced | 286,699 | $80,571,019 | 2.48% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 126,994 | $79,185,838 | 2.44% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 1,024,187 | $78,944,333 | 2.43% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 969,513 | $78,685,675 | 2.42% | |
| MHK |
Mohawk Industries Inc
Consumer Cyclical
|
Reduced | 634,336 | $76,963,986 | 2.37% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 890,946 | $73,627,777 | 2.27% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 1,119,193 | $71,639,543 | 2.21% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 1,472,441 | $69,985,120 | 2.15% | |
| NFG |
National Fuel Gas Co
Energy
|
NEW | 902,778 | $69,703,489 | 2.15% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
Reduced | 794,602 | $68,407,286 | 2.11% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
NEW | 579,343 | $68,350,887 | 2.10% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 454,708 | $66,637,457 | 2.05% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 838,573 | $65,601,565 | 2.02% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Reduced | 2,504,350 | $28,324,198 | 0.87% | |
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
Added | 61,025 | $14,541,037 | 0.45% | |
| CVX |
Chevron Corp
Energy
|
Added | 13,475 | $2,233,616 | 0.07% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.