13F filing recap · Q4 2000

What did Sound Shore Management buy in Q4 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

$3.39B

Positions

Estimated turnover

51.4%

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

EPEl Paso Energy Corporation$107.25Mreported value+1.50M shares EDSElectronic Data Systems Corp$105.66Mreported value+1.83M shares CAGConagra Brands, Inc.$78.38Mreported value+3.01M shares FMCCFederal Home Loan Mortgage Corp$45.92Mreported value+666.7K shares FRSFirstar Corporation$38.54Mreported value+1.66M shares MONMonsanto Company$25.35Mreported value+936.8K shares RSGRepublic Services, Inc.$19.81Mreported value+1.15M shares TOSTosco Corporation$19.20Mreported value+565.9K shares CYCypress Semiconductor Corporation$18.07Mreported value+917.6K shares BCEBce Inc$232.0Kreported value+8.0K shares WRBW. R. Berkley Corp$212.0Kreported value+4.5K shares

Increased positions

SLESara Lee Corp$118.31Mreported value+743.4K shares+18.2%AMBCAmbac Financial Group, Inc.$114.80Mreported value+636.3K shares+47.7%KMIKinder Morgan, Inc.$111.67Mreported value+531.2K shares+33.0%FNMAFederal National Mortgage Association$107.31Mreported value+1.21M shares

Reduced positions

ALLAllstate Corp$141.22Mreported value-648.7K shares-16.7%HCAHCA Healthcare, Inc.$132.65Mreported value-321.0K shares-9.6%TJXThe Tjx Companies, Inc.$114.49Mreported value-979.2K shares-19.2%MBIMbia Inc.$114.22Mreported value-32.5K shares

Exited positions

DDE.I. du Pont de Nemours and Company$60.01Mprior reported value-1.45M shares-100.0%TAT&T Corp$54.29Mprior reported value-1.85M shares-100.0%STITruist Financial Corp$50.18Mprior reported value-1.01M shares-100.0%LEHLehman Brothers Holdings Inc$43.38Mprior reported value-291.9K shares