National Fuel Gas Company (NFG) is a new holding of Harry Burn's Sound Shore Management as of June 30, 2026, according to the 13F-HR filed with the SEC on August 12, 2026: 903K shares worth about $69.7M, 2.15% of the portfolio. The position did not appear in the prior quarter. NFG enters the book as the 33rd largest of 40 stock positions.
What did the 2026 Q2 filing report for NFG?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Value | |
|---|---|
| Shares | 903K |
| Reported value | $69.7M |
| Portfolio weight | 2.15% |
| Rank in portfolio | 33rd of 40 |
How big is the new NFG position?
Harry Burn opened 7 stock positions in 2026 Q2; NFG is the 5th 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 NFG sit in the Harry Burn portfolio?
NFG ranks 33rd of 40 stock positions in the Harry Burn portfolio at 2.15%, about the fund's average stock position of 2%. The NFG purchase was the 11th largest of the quarter's 47 position changes by percent change to portfolio. 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.
Has Harry Burn held NFG before?
Harry Burn has not reported NFG before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many NFG shares does Harry Burn hold?
Harry Burn holds 903K shares of NFG as of June 30, 2026, worth about $69.7M.
What is NFG's weight in the Harry Burn portfolio?
NFG is 2.15% of the Harry Burn portfolio and ranks 33rd of 40 stocks by weight.
Has Harry Burn owned NFG before?
No. Harry Burn has not reported NFG before in the filings we track, which start with the quarter ended June 30, 2013.