Harry Burn's Sound Shore Management sold its entire FLEX LTD (FLEX) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 12, 2026. The prior filing listed 925K shares worth about $60.5M, 2.03% of the portfolio; the 2026 Q2 filing lists none. FLEX had been in the portfolio for about 6 years, since the quarter ended September 30, 2020.
What did the 2026 Q2 filing report for FLEX?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Before | After | |
|---|---|---|
| Shares | 925K | 0 |
| Reported value | $60.5M | $0 |
| Portfolio weight | 2.03% | 0% |
| Held since | 2020 Q3 | sold out in 2026 Q2 |
| Quarters held | 23 |
What did Harry Burn sell?
Harry Burn sold 925K shares of FLEX between the quarter ended March 31, 2026 and June 30, 2026. The FLEX exit was the 14th largest of the quarter's 47 position changes by percent change to portfolio.
Where does FLEX sit in the Harry Burn portfolio?
Before the sale, FLEX carried 2.03% of the Harry Burn portfolio, 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. 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.
How long has Harry Burn held FLEX?
Harry Burn held FLEX for about 6 years, from the quarter ended September 30, 2020 to March 31, 2026. The fund sold out of the name in 2018 Q4 and came back in 2020 Q3. The weight peaked at 4.74% in 2023 Q2. Last quarter the fund had trimmed the position by 9%. Every reported trade is on the Harry Burn FLEX trade history page.
FAQ
How many FLEX shares did Harry Burn sell?
Harry Burn sold all 925K shares of FLEX it reported a quarter earlier, worth about $60.5M.
When did Harry Burn first buy FLEX?
Harry Burn has held FLEX since at least the quarter ended June 30, 2013, the start of the filings we track.
How much of the Harry Burn portfolio was FLEX?
FLEX was 2.03% of the Harry Burn portfolio at the prior quarter-end, and 0% after the sale.