Harry Burn's Sound Shore Management is back in Elevance Health Inc (ELV) in 2026 Q2, after 1.5 years out, according to the 13F-HR filed with the SEC on August 12, 2026. The filing lists 243K shares worth about $94.2M at June 30, 2026, 2.9% of the reported portfolio. ELV enters the book as the 7th largest of 40 stock positions.
What did the 2026 Q2 filing report for ELV?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Value | |
|---|---|
| Shares | 243K |
| Reported value | $94.2M |
| Portfolio weight | 2.9% |
| Rank in portfolio | 7th of 40 |
| Sold out in | 2024 Q4 |
| Out for | 1.5 years |
How big is the returning ELV position?
Harry Burn opened 7 stock positions in 2026 Q2; ELV is the 2nd largest of them by weight. An average stock position in the Harry Burn portfolio is 2% of the reported value, so the new name starts at about the fund's typical size.
Where does ELV sit in the Harry Burn portfolio?
ELV ranks 7th of 40 stock positions in the Harry Burn portfolio at 2.9%, about the fund's average stock position of 2%. The largest stock position is TEVA at 3.97%. Next come LUV at 3.87% and BAC at 3.58%. The three largest stocks together are 11.41% of the book. The ELV purchase was the 3rd largest of the quarter's 47 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Harry Burn reported 40 stock positions, with 7 opened and 7 closed. The total portfolio value is about $3.2B, up 9% from the prior quarter.
When did Harry Burn hold ELV before?
Harry Burn held ELV before. The fund first reported the name in the quarter ended December 31, 2014, sold out 3 times, most recently in 2024 Q4, and is back after 1.5 years out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the Harry Burn ELV trade history page.
Did other funds buy or sell ELV in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 9 hold ELV. The largest buyers of ELV this quarter were Donald Yacktman, Richard Pzena, Tweedy and Browne Co All Funds (US). The largest sellers were Lewis Sanders, Eagle Capital Management and Glenn Greenberg. Every tracked holder of ELV is on the ELV ownership page.
FAQ
How many ELV shares does Harry Burn hold?
Harry Burn holds 243K shares of ELV as of June 30, 2026, worth about $94.2M.
What is ELV's weight in the Harry Burn portfolio?
ELV is 2.9% of the Harry Burn portfolio and ranks 7th of 40 stocks by weight.
Has Harry Burn owned ELV before?
Yes. Harry Burn held ELV before. The fund first reported the name in the quarter ended December 31, 2014, sold out 3 times, most recently in 2024 Q4, and is back after 1.5 years out.
How many other tracked funds hold ELV?
9 other tracked funds that had filed for 2026 Q2 hold ELV.