13F filing recap · Q3 2000

What did Sound Shore Management buy in Q3 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

$3.09B

Positions

Estimated turnover

46.7%

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

MTGMgic Investment Corp$103.07Mreported value+1.69M shares CIACitizens Communications Company$74.50Mreported value+5.57M shares STITruist Financial Corp$50.18Mreported value+1.01M shares CEGConstellation Energy Group Inc$43.71Mreported value+878.6K shares TKNZT. Rowe Price Associates$34.75Mreported value+740.3K shares PLLPall Corporation$33.77Mreported value+1.69M shares SOMirant Corporation$1.57Mreported value+50.0K shares

Increased positions

ALLAllstate Corp$135.20Mreported value+246.9K shares+6.8%DYNDynegy Inc.$116.71Mreported value+308.6K shares+17.7%TJXThe Tjx Companies, Inc.$114.86Mreported value+308.5K shares+6.4%BAThe Boeing Company$108.94Mreported value+66.4K shares

Reduced positions

HCAHCA Healthcare, Inc.$123.81Mreported value-159.4K shares-4.6%DUKDuke Energy Corp$119.73Mreported value-293.3K shares-17.4%MBIMbia Inc.$111.91Mreported value-23.3K shares-1.5%PVNProvidian Financial Corporation$104.79Mreported value-21.3K shares

Exited positions

CIACitizens Utilities Co$123.56Mprior reported value-7.16M shares-100.0%FMCCFederal Home Loan Mortgage Corp$58.17Mprior reported value-1.44M shares-100.0%CYCypress Semiconductor Corporation$52.96Mprior reported value-1.25M shares-100.0%WMBWilliams Companies, Inc.$44.03Mprior reported value