13F filing recap · Q2 2000

What did Sound Shore Management buy in Q2 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

$2.93B

Positions

Estimated turnover

35.6%

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

HCAHCA Healthcare, Inc.$106.14Mreported value+3.49M shares DEDeere & Co$42.55Mreported value+1.15M shares GRPGrant Prideco Inc$36.11Mreported value+1.44M shares KMIKinder Morgan, Inc.$18.74Mreported value+542.2K shares SLESara Lee Corp$14.95Mreported value+774.2K shares BAXBaxter International Inc$11.74Mreported value+167.0K shares EHCEncompass Health Corporation$9.12Mreported value+1.27M shares TMOThermo Fisher Scientific Inc.$6.84Mreported value+324.6K shares CACa, Inc. (formerly Computer Associates International)$5.71Mreported value+111.5K shares SABRSabre Corporation$2.42Mreported value+85.1K shares NTNortel Networks Corporation$857.0Kreported value+12.6K shares ENEREnergy Conversion Devices, Inc.$330.0Kreported value+13.0K shares

Increased positions

FNMAFederal National Mortgage Association$107.84Mreported value+2.3K shares+0.1%LUMNLumen Technologies, Inc.$97.01Mreported value+808.9K shares+31.5%DUKDuke Energy Corp$95.89Mreported value+165.7K shares+10.9%IBMInternational Business Machines Corp$95.25Mreported value

Reduced positions

CIACitizens Utilities Co$123.56Mreported value-589.0K shares-7.6%DYNDynegy Inc.$118.80Mreported value-830.3K shares-32.3%ASDAmerican Standard Cos., Inc$84.03Mreported value-440.1K shares-17.7%MBIMbia Inc.$76.94Mreported value-11.0K shares

Exited positions

MNKMallinckrodt Inc$87.64Mprior reported value-3.05M shares-100.0%HCAHCA Healthcare, Inc.$74.55Mprior reported value-2.95M shares-100.0%FFord Motor Co$60.16Mprior reported value-1.31M shares-100.0%PTCPtc Inc$42.51Mprior reported value-2.02M shares