LongQCOMJun 2026
Qualcomm Incorporated
Qualcomm is a leading semiconductor supplier that is rapidly diversifying beyond its traditional markets. Sound Shore believes its developer tools are accelerating edge-AI…
Sound Shore Fund, Inc.
Focused fundamental value equity investing in predominantly large- and mid-cap companies with underappreciated normalized earnings power.$995M AUM10 published ideas
Sound Shore Fund, Inc. is advised by Sound Shore Management, Inc., an independent and employee-owned investment adviser founded in 1978. The manager runs a single disciplined value-equity strategy built around contrarian research, attractive valuation, durable business models, and long-term normalized earnings power.
Ideas from Sound Shore Fund, Inc.
LongMRVLJun 2026
Marvell Technology, Inc.
Marvell benefits from data-center spending through its strong networking and optical businesses. Sound Shore sees an additional growth leg from the company’s expansion into…
LongELVJun 2026
Elevance Health, Inc.
Sound Shore identified Elevance after the stock sold off on concerns about regulatory risk and weak margins in Medicaid and Medicare. At roughly 13 times earnings with…
LongREGNJun 2026
Regeneron Pharmaceuticals, Inc.
Sound Shore initiated Regeneron when the shares traded at roughly 13 times earnings with an 8% free-cash-flow yield. The company has a fortress balance sheet and a pipeline with…
LongLUVJun 2026
Southwest Airlines Co.
Southwest is implementing a set of commercial changes after a difficult five-year industry environment, including increased legroom, preferred seating, and charging for checked…
LongQCOMJun 2026
Qualcomm Incorporated
Qualcomm is a leading semiconductor supplier that is rapidly diversifying beyond its traditional markets. Sound Shore believes its developer tools are accelerating edge-AI…
LongMRVLJun 2026
Marvell Technology, Inc.
Marvell benefits from data-center spending through its strong networking and optical businesses. Sound Shore sees an additional growth leg from the company’s expansion into…
LongELVJun 2026
Elevance Health, Inc.
Sound Shore identified Elevance after the stock sold off on concerns about regulatory risk and weak margins in Medicaid and Medicare. At roughly 13 times earnings with…
LongLUVJun 2026
Southwest Airlines Co.
Southwest is implementing a set of commercial changes after a difficult five-year industry environment, including increased legroom, preferred seating, and charging for checked…
LongREGNJun 2026
Regeneron Pharmaceuticals, Inc.
Sound Shore initiated Regeneron when the shares traded at roughly 13 times earnings with an 8% free-cash-flow yield. The company has a fortress balance sheet and a pipeline with…
Letters covered
- June 30, 2026 - Sound Shore FundJune 30, 2026
- June 30, 2026 - Sound Shore FundJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.