1y return+23.8%S&P 500 +20.9%
3y return+59.9%S&P 500 +68.5%
5y return+65.8%S&P 500 +74.5%
10y return+183.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $283 against $357 in the S&P 500.2
Sound Shore Management Inc /CT/S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Teva Pharmaceutical Industries Ltd. - ADRCUSIP 881624209 | $128.9M | 4.0% | −2.1% |
| LUVSouthwest Airlines Co. | $125.5M | 3.9% | +22.0% |
| BACBank of America Corporation | $116.1M | 3.6% | −1.3% |
| AALAmerican Airlines Group Inc. | $107.6M | 3.3% | New |
| BRK/BBerkshire Hathaway Inc. - Class B | $102.0M | 3.1% | +2.2% |
| QCOMQUALCOMM Incorporated | $101.2M | 3.1% | +29.0% |
| ELVElevance Health, Inc. | $94.2M | 2.9% | New |
| DISThe Walt Disney Company | $93.2M | 2.9% | |
| OCOwens Corning | $92.9M | 2.9% | −1.3% |
| PFEPfizer Inc | $92.0M | 2.8% | +33.1% |
| VSTVistra Corp. | $91.6M | 2.8% | +20.3% |
| TE Connectivity PLCCUSIP G87052109 | $90.2M | 2.8% | New |
| QXOQXO, Inc. | $89.8M | 2.8% | +32.3% |
| BAThe Boeing Company | $88.1M | 2.7% | +14.7% |
| UPSUnited Parcel Service, Inc. Cl B | $86.2M | 2.7% | +10.1% |
| CCitigroup Inc. | $86.2M | 2.7% | −20.4% |
| INCYIncyte Corporation | $85.9M | 2.6% | −1.3% |
| Smurfit WestRock Public Limited CompanyCUSIP G8267P108 | $84.9M | 2.6% | +21.6% |
| AMZNAmazon.com, Inc. | $83.5M | 2.6% | −7.6% |
| EQTEQT Corporation | $83.2M | 2.6% | +26.7% |
| GOOGLAlphabet Inc. - Class A | $83.2M | 2.6% | −9.0% |
| TMOThermo Fisher Scientific, Inc. | $82.9M | 2.6% | New |
| BPBP PLC Sponsored ADR | $82.8M | 2.5% | +34.1% |
| OMCOmnicom Group Inc. | $82.3M | 2.5% | +34.0% |
| NXP Semiconductors NVCUSIP N6596X109 | $80.6M | 2.5% | −30.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Teva Pharmaceutical Industries Ltd. - ADRCUSIP 881624209 | September 30, 2023 | +232.2% | $128.9M |
| BRK/BBerkshire Hathaway Inc. - Class B | June 30, 2020 | +180.3% | $102.0M |
| GOOGLAlphabet Inc. - Class A | June 30, 2025 | +102.8% | $83.2M |
| CCitigroup Inc. | December 31, 2024 | +98.8% | $86.2M |
| WFCWells Fargo & Company | June 30, 2021 | +82.5% | $73.6M |
| GMGeneral Motors Company | March 31, 2022 | +76.2% | $78.9M |
| INCYIncyte Corporation | September 30, 2024 | +71.5% | $85.9M |
| LUVSouthwest Airlines Co. | December 31, 2024 | +52.9% | $125.5M |
| CSXCSX Corporation | December 31, 2024 | +47.3% | $70.0M |
| OCOwens Corning | March 31, 2026 | +46.9% | $92.9M |
Sold off last quarter
- MRVLMarvell Technology, Inc. was $113.8M
- CTRACoterra Energy Inc. was $74.8M
- Check Point Software Technologies Ltd.CUSIP M22465104 was $74.1M
- ACIAlbertsons Companies, Inc. was $70.4M
- ICON PlcCUSIP G4705A100 was $69.4M
- KMIKinder Morgan, Inc. was $64.2M
- Flex Ltd.CUSIP Y2573F102 was $60.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −3.9% | −4.6% |
| December 31, 2025 | +8.4% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +1.6% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | −3.7% | +4.0% |
| March 31, 2024 | +16.3% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +4.4% | +7.0% |
| December 31, 2022 | +13.5% | +7.1% |
| September 30, 2022 | −7.8% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | +0.3% | −4.9% |
| December 31, 2021 | +4.4% | +10.7% |
| September 30, 2021 | −0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sound Shore Management Inc /CT/ Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=820124&type=13F-HR&dateb=&owner=include&count=40CIK 820124
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/820124/000119312526346754/Filed August 12, 2026 · accession 0001193125-26-346754