Harry Burn's Sound Shore Management is back in Oracle Corp (ORCL) in 2026 Q2, after 1.5 years out, according to the 13F-HR filed with the SEC on August 12, 2026. The filing lists 455K shares worth about $66.6M at June 30, 2026, 2.05% of the reported portfolio. ORCL enters the book as the 36th largest of 40 stock positions.
What did the 2026 Q2 filing report for ORCL?
As of June 30, 2026, from the 13F-HR filed August 12, 2026.
| Value | |
|---|---|
| Shares | 455K |
| Reported value | $66.6M |
| Portfolio weight | 2.05% |
| Rank in portfolio | 36th of 40 |
| Sold out in | 2024 Q4 |
| Out for | 1.5 years |
How big is the returning ORCL position?
Harry Burn opened 7 stock positions in 2026 Q2; ORCL is the 7th 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 ORCL sit in the Harry Burn portfolio?
ORCL ranks 36th of 40 stock positions in the Harry Burn portfolio at 2.05%, 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. The ORCL purchase was the 13th largest of the quarter's 47 position changes by percent change to portfolio. 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.
When did Harry Burn hold ORCL before?
Harry Burn held ORCL before. The fund first reported the name in the quarter ended December 31, 2014, sold out twice, most recently in 2024 Q4, and is back after 1.5 years out. The weight peaked at 4.51% in 2020 Q2. Every reported trade is on the Harry Burn ORCL trade history page.
Did other funds buy or sell ORCL in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 13 hold ORCL. Of those, one opened it this quarter. The largest buyers of ORCL this quarter were Parnassus Endeavor Fund and Richard Pzena. The largest sellers were Polen Capital Management, William Von Mueffling and Eric H. Schoenstein. Every tracked holder of ORCL is on the ORCL ownership page.
FAQ
How many ORCL shares does Harry Burn hold?
Harry Burn holds 455K shares of ORCL as of June 30, 2026, worth about $66.6M.
What is ORCL's weight in the Harry Burn portfolio?
ORCL is 2.05% of the Harry Burn portfolio and ranks 36th of 40 stocks by weight.
Has Harry Burn owned ORCL before?
Yes. Harry Burn held ORCL before. The fund first reported the name in the quarter ended December 31, 2014, sold out twice, most recently in 2024 Q4, and is back after 1.5 years out.
How many other tracked funds hold ORCL?
13 other tracked funds that had filed for 2026 Q2 hold ORCL. One of them opened it this quarter.