Harry Burn's Sound Shore Management exited Marvell Technology Group Ltd (MRVL) during 2026 Q2, according to the 13F-HR filed with the SEC on August 12, 2026, selling all 1.15M shares. The position had been worth about $113.8M at the prior quarter-end and carried 3.81% of the book. MRVL had been in the portfolio for 3 quarters, since the quarter ended September 30, 2025.
What did the 2026 Q2 filing report for MRVL?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.15M | 0 |
| Reported value | $113.8M | $0 |
| Portfolio weight | 3.81% | 0% |
| Held since | 2025 Q3 | sold out in 2026 Q2 |
| Quarters held | 3 |
What did Harry Burn sell?
Harry Burn sold 1.15M shares of MRVL between the quarter ended March 31, 2026 and June 30, 2026. The MRVL exit was the largest of the quarter's 47 position changes by percent change to portfolio.
Where does MRVL sit in the Harry Burn portfolio?
Before the sale, MRVL carried 3.81% of the Harry Burn portfolio, above 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 MRVL?
Harry Burn held MRVL for 3 quarters, from the quarter ended September 30, 2025 to March 31, 2026. The weight peaked at 3.81% in 2026 Q1. Last quarter the fund had added to the position by 13%. Every reported trade is on the Harry Burn MRVL trade history page.
FAQ
How many MRVL shares did Harry Burn sell?
Harry Burn sold all 1.15M shares of MRVL it reported a quarter earlier, worth about $113.8M.
When did Harry Burn first buy MRVL?
Harry Burn first reported MRVL in the quarter ended September 30, 2025.
How much of the Harry Burn portfolio was MRVL?
MRVL was 3.81% of the Harry Burn portfolio at the prior quarter-end, and 0% after the sale.