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Harry Burn's Sound Shore Management exited its entire ICLR position, 2.32% of the portfolio.

Sold out of a position that was 626,958 shares worth $69.38M as of the previous filing.
Published · Based on SEC filings

Medium impact
Position exited
2026 Q2

ICON PLC (ICLR) is gone from Harry Burn's Sound Shore Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 12, 2026. A quarter earlier the position was 627K shares worth about $69.4M, or 2.32% of the reported book. ICLR had been in the portfolio for 1 quarter, since the quarter ended March 31, 2026.

What did the 2026 Q2 filing report for ICLR?

As of June 30, 2026, from the 13F-HR filed August 12, 2026.

Before After
Shares 627K 0
Reported value $69.4M $0
Portfolio weight 2.32% 0%
Held since 2026 Q1 sold out in 2026 Q2
Quarters held 1

What did Harry Burn sell?

Harry Burn sold 627K shares of ICLR between the quarter ended March 31, 2026 and June 30, 2026. The ICLR exit was the 9th largest of the quarter's 47 position changes by percent change to portfolio.

Where does ICLR sit in the Harry Burn portfolio?

Before the sale, ICLR carried 2.32% 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.

Harry Burn buys and sells, 2026 Q2

How long has Harry Burn held ICLR?

Harry Burn held ICLR for 1 quarter, from the quarter ended March 31, 2026 to March 31, 2026. Every reported trade is on the Harry Burn ICLR trade history page.

Harry Burn shares of ICLR by quarter

Did other funds buy or sell ICLR in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 5 still hold ICLR. The largest buyers of ICLR this quarter were Glenn Greenberg, Edgar Wachenheim III and Bill Nygren. Every tracked holder of ICLR is on the ICLR ownership page.

FAQ

How many ICLR shares did Harry Burn sell?

Harry Burn sold all 627K shares of ICLR it reported a quarter earlier, worth about $69.4M.

When did Harry Burn first buy ICLR?

Harry Burn first reported ICLR in the quarter ended March 31, 2026.

How much of the Harry Burn portfolio was ICLR?

ICLR was 2.32% of the Harry Burn portfolio at the prior quarter-end, and 0% after the sale.

Did other funds sell ICLR in 2026 Q2?

No other tracked fund sold out of ICLR or trimmed it in 2026 Q2; 5 still hold it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst