Sound shore Fund
Our archive holds 3 letters from Sound shore Fund, behind 3 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
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What they bought and sold · 1 move
- New positionRegeneron Pharmaceuticals, Inc.June 2026
“We initiated our position when the stock was trading at a very attractive 13 times earnings with an 8% free cash flow yield.”
Read the letter
Companies held · 5
Every company Sound shore Fund has disclosed a position in across our archive, with the letter that last mentioned it.
- Elevance Health, Inc.Jun 2026
- Marvell Technology, Inc.Jun 2026
- Qualcomm IncorporatedJun 2026
- Regeneron Pharmaceuticals, Inc.Jun 2026
- Southwest Airlines Co.Jun 2026
Theses · 3
- June 2026
Qualcomm is a leading semiconductor supplier diversifying into edge AI with strategic flexibility and an attractive valuation.
Read the full thesis - June 2026
Elevance Health runs managed care plans and is viewed as an undervalued franchise with earnings growth, margin improvement, capital returns, and AI-driven efficiency gains.
Read the full thesis - June 2026
Southwest Airlines is improving margins through premiumization and pricing changes, with earnings power seen as attractive relative to historical returns.
Read the full thesis
Letter archive · 3
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