13F filing recap · Q2 2026
What did Sound Shore Management buy in Q2 2026?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Sound Shore account, including accounts that belong to no fund below.
Stock value
$3.25B
Positions
40
Estimated turnover
47.5%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Sound Shore Management opened positions in American Airlines Group, Elevance Health, Te Connectivity, Thermo Fisher Scientific, National Fuel Gas, Genuine Parts, and Oracle. It exited Albertsons Companies, Coterra Energy, Kinder Morgan, Marvell Technology, ICON PLC, Check Point Software Technologies, and Flex. The firm added to Southwest Airlines, Qualcomm, Pfizer, Vistra, Qxo, Boeing, United Parcel Service, Smurfit Westrock, Eqt, BP, and Omnicom Group, while trimming Citigroup, NXP Semiconductors, Regeneron Pharmaceuticals, CSX, Zimmer Biomet, and Kyndryl Holdings.