13F filing recap · Q1 2001

What did Sound Shore Management buy in Q1 2001?

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

$3.23B

Positions

Estimated turnover

51.9%

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

USBUS Bancorp$112.73Mreported value+4.86M shares EPEl Paso Corp$94.23Mreported value+1.44M shares AONAon Plc$71.35Mreported value+2.01M shares BSXBoston Scientific Corp$64.82Mreported value+3.21M shares EFXEquifax Inc$60.45Mreported value+1.93M shares BRK.ABerkshire Hathaway Inc$49.81Mreported value+761 shares DOVDover Corp$33.49Mreported value+934.5K shares CENCeridian Corporation$11.12Mreported value+791.5K shares ARBArbitron Inc$3.64Mreported value+158.3K shares KBHKb Home$359.0Kreported value+11.0K shares

Increased positions

CEGConstellation Energy Group Inc$109.80Mreported value+420.4K shares+20.3%FNMAFederal National Mortgage Association$105.09Mreported value+83.2K shares+6.7%CDCendant Corp$104.60Mreported value+3.10M shares+76.1%DUKDuke Energy Corp$95.48Mreported value+1.24M shares

Reduced positions

ALLAllstate Corp$132.82Mreported value-75.0K shares-2.3%MBIMbia Inc.$122.22Mreported value-26.0K shares-1.7%HCAHCA Healthcare, Inc.$117.18Mreported value-104.1K shares-3.5%AMBCAmbac Financial Group, Inc.$111.92Mreported value-204.3K shares

Exited positions

EPEl Paso Energy Corporation$107.25Mprior reported value-1.50M shares-100.0%CAGConagra Brands, Inc.$78.38Mprior reported value-3.01M shares-100.0%FRSFirstar Corporation$38.54Mprior reported value-1.66M shares-100.0%KBHKb Home$35.71Mprior reported value-1.06M shares