13F filing recap · Q3 1999

What did Sound Shore Management buy in Q3 1999?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Sound Shore account, including accounts that belong to no fund below.

Stock value

$3.49B

Positions

Estimated turnover

26.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

ILNIllinova Corporation$96.54Mreported value+3.44M shares ODPThe Odp Corporation$71.48Mreported value+6.81M shares AHPAmerican Home Products$66.99Mreported value+1.61M shares CKCk Witco Corp$61.70Mreported value+4.15M shares CIThe Cigna Group$49.64Mreported value+638.4K shares PVNProvidian Financial Corporation$634.0Kreported value+8.0K shares

Increased positions

FNMAFederal National Mortgage Association$162.86Mreported value+125.0K shares+5.1%YUMYum! Brands, Inc.$108.93Mreported value+845.5K shares+46.6%FFord Motor Co$107.47Mreported value+120.7K shares+6.0%TXNTexas Instruments Incorporated$106.78Mreported value+289.3K shares

Reduced positions

BMCBmc Software Inc$160.31Mreported value-342.9K shares-13.3%MECMidamerican Energy Holdings Company$135.36Mreported value-99.1K shares-2.1%IBMInternational Business Machines Corp$130.34Mreported value-141.7K shares-11.6%CIACitizens Utilities Co$126.37Mreported value-52.5K shares

Exited positions

CKCrompton & Knowles Corp$89.89Mprior reported value-4.55M shares-100.0%SESterling Commerce Inc$89.70Mprior reported value-2.44M shares-100.0%CBBCincinnati Bell Inc$973.0Kprior reported value-39.0K shares-100.0%