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Harry Burn opened a new position in TEL, now 2.78% of the portfolio.

New holding of 447,360 shares worth $90.19M.
Published · Based on SEC filings

Low impact
New position
2026 Q2

Harry Burn's Sound Shore Management opened a new position in TE Connectivity Ltd (TEL) in 2026 Q2, according to the 13F-HR filed with the SEC on August 12, 2026. The filing lists 447K shares worth about $90.2M at June 30, 2026, 2.78% of the reported portfolio. TEL enters the book as the 12th largest of 40 stock positions.

What did the 2026 Q2 filing report for TEL?

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

Value
Shares 447K
Reported value $90.2M
Portfolio weight 2.78%
Rank in portfolio 12th of 40

How big is the new TEL position?

Harry Burn opened 7 stock positions in 2026 Q2; TEL is the 3rd 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 TEL sit in the Harry Burn portfolio?

TEL ranks 12th of 40 stock positions in the Harry Burn portfolio at 2.78%, about the fund's average stock position of 2%. The TEL purchase was the 4th 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.

Harry Burn buys and sells, 2026 Q2

Has Harry Burn held TEL before?

Harry Burn has not reported TEL before in the filings we track. Our data starts with the quarter ended June 30, 2013.

Did other funds buy or sell TEL in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 12, 2026, 2 hold TEL. The largest buyer of TEL this quarter was Dodge & Cox Stock Fund. The largest seller was Richard Pzena. Every tracked holder of TEL is on the TEL ownership page.

FAQ

How many TEL shares does Harry Burn hold?

Harry Burn holds 447K shares of TEL as of June 30, 2026, worth about $90.2M.

What is TEL's weight in the Harry Burn portfolio?

TEL is 2.78% of the Harry Burn portfolio and ranks 12th of 40 stocks by weight.

Has Harry Burn owned TEL before?

No. Harry Burn has not reported TEL before in the filings we track, which start with the quarter ended June 30, 2013.

How many other tracked funds hold TEL?

2 other tracked funds that had filed for 2026 Q2 hold TEL.

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