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Harry Burn's Sound Shore Management exited its entire TEVA position, 3.97% of the portfolio, held for ~3 years.

Sold out of a position that was 3,804,497 shares worth $129M as of the previous filing.
Published · Based on SEC filings

High impact
Position exited
2026 Q3

Teva Pharma Industries Ltd ADR (TEVA) is gone from Harry Burn's Sound Shore Management portfolio as of September 30, 2026, according to the 13F-HR filed with the SEC on November 6, 2026. A quarter earlier the position was 3.8M shares worth about $129M, or 3.97% of the reported book. TEVA had been in the portfolio for 3 years, since the quarter ended September 30, 2023.

What did the 2026 Q3 filing report for TEVA-OLD?

As of September 30, 2026, from the 13F-HR filed November 6, 2026.

Before After
Shares 3.8M 0
Reported value $129M $0
Portfolio weight 3.97% 0%
Held since 2023 Q3 sold out in 2026 Q3
Quarters held 12

What did Harry Burn sell?

Harry Burn sold 3.8M shares of TEVA between the quarter ended June 30, 2026 and September 30, 2026. The TEVA exit was the 2nd largest of the quarter's 45 position changes by percent change to portfolio.

Where does TEVA-OLD sit in the Harry Burn portfolio?

Before the sale, TEVA carried 3.97% of the Harry Burn portfolio, above the fund's average stock position of 3%. The largest stock position is TEVA at 4.55%. Next come QCOM at 3.92% and TEL at 3.71%. The three largest stocks together are 12.18% of the book. Across the 2026 Q3 portfolio, Harry Burn reported 40 stock positions, with 6 opened and 6 closed. The total portfolio value is about $3.2B, down 2% from the prior quarter.

Harry Burn buys and sells, 2026 Q3

How long has Harry Burn held TEVA-OLD?

Harry Burn held TEVA for 3 years, from the quarter ended September 30, 2023 to June 30, 2026. The weight peaked at 4.28% in 2025 Q4. Last quarter the fund had trimmed the position by 2%. Every reported trade is on the Harry Burn TEVA trade history page.

Harry Burn shares of TEVA-OLD by quarter

FAQ

How many TEVA shares did Harry Burn sell?

Harry Burn sold all 3.8M shares of TEVA it reported a quarter earlier, worth about $129M.

When did Harry Burn first buy TEVA?

Harry Burn first reported TEVA in the quarter ended September 30, 2023.

How much of the Harry Burn portfolio was TEVA?

TEVA was 3.97% 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