13F filing recap · Q1 2000

What did Sound Shore Management buy in Q1 2000?

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

$3.12B

Positions

Estimated turnover

66.0%

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

DYNDynegy Inc.$161.22Mreported value+2.57M shares LEHLehman Brothers Holdings Inc$94.24Mreported value+971.5K shares CDCendant Corp$80.60Mreported value+4.36M shares DUKDuke Energy Corp$80.00Mreported value+1.52M shares CPQCompaq Computer Corporation$76.26Mreported value+2.82M shares TRWTrw Inc$64.78Mreported value+1.11M shares WMBWilliams Companies, Inc.$50.97Mreported value+1.16M shares SCGScana Corporation$6.40Mreported value+260.5K shares COFCapital One Financial Corp$4.27Mreported value+89.0K shares BENFranklin Resources, Inc.$2.51Mreported value+75.0K shares MECAMagna Entertainment Corp.$262.0Kreported value+76.2K shares

Increased positions

IBMInternational Business Machines Corp$96.93Mreported value+301.5K shares+58.0%LUMNLumen Technologies, Inc.$95.24Mreported value+513.8K shares+25.0%SWYSafeway Inc$88.92Mreported value+170.0K shares+9.5%TJXThe Tjx Companies, Inc.$87.69Mreported value+3.91M shares

Reduced positions

CIACitizens Utilities Co$126.93Mreported value-2.19M shares-22.1%FNMAFederal National Mortgage Association$116.50Mreported value-241.5K shares-10.5%WFRDWeatherford International Plc$102.10Mreported value-692.4K shares-28.4%KMBKimberly-Clark Corporation$95.91Mreported value

Exited positions

ILNIllinova Corporation$118.65Mprior reported value-3.41M shares-100.0%MECMidamerican Energy Holdings Company$103.18Mprior reported value-3.06M shares-100.0%TXNTexas Instruments Incorporated$75.02Mprior reported value-776.4K shares-100.0%TXUTexas Utilities Company$70.00Mprior reported value