Skip to content
DISCOUNT! Back-to-Work Campaign: 50% off Yearly plans through September. Use code YEAR50

Harry Burn's Sound Shore Management exited its entire KMI position, held for ~4 years.

Sold out of a position that was 1,914,405 shares worth $64.19M as of the previous filing.
Published · Based on SEC filings

Low impact
Position exited
2026 Q2

Kinder Morgan Inc (KMI) 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 1.91M shares worth about $64.2M, or 2.15% of the reported book. KMI had been in the portfolio for 4 years, since the quarter ended June 30, 2022.

What did the 2026 Q2 filing report for KMI?

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

Before After
Shares 1.91M 0
Reported value $64.2M $0
Portfolio weight 2.15% 0%
Held since 2022 Q2 sold out in 2026 Q2
Quarters held 16

What did Harry Burn sell?

Harry Burn sold 1.91M shares of KMI between the quarter ended March 31, 2026 and June 30, 2026. The KMI exit was the 10th largest of the quarter's 47 position changes by percent change to portfolio.

Where does KMI sit in the Harry Burn portfolio?

Before the sale, KMI carried 2.15% 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 KMI?

Harry Burn held KMI for 4 years, from the quarter ended June 30, 2022 to March 31, 2026. The weight peaked at 3.26% in 2022 Q3. Last quarter the fund had already cut the position by 44%, so the exit finishes a two-quarter unwind. Every reported trade is on the Harry Burn KMI trade history page.

Harry Burn shares of KMI by quarter

FAQ

How many KMI shares did Harry Burn sell?

Harry Burn sold all 1.91M shares of KMI it reported a quarter earlier, worth about $64.2M.

When did Harry Burn first buy KMI?

Harry Burn first reported KMI in the quarter ended June 30, 2022.

How much of the Harry Burn portfolio was KMI?

KMI was 2.15% of the Harry Burn portfolio at the prior quarter-end, and 0% after the sale.

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