13F filing recap · Q2 2001

What did Sound Shore Management buy in Q2 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

$3.52B

Positions

Estimated turnover

41.9%

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

SSprint Nextel Corporation$101.32Mreported value+4.74M shares OHPOxford Health Plans, Inc.$94.84Mreported value+3.32M shares MYLMylan N.v.$90.25Mreported value+3.21M shares CINCinergy Corp$74.48Mreported value+2.13M shares SGPSchering-Plough Corporation$59.13Mreported value+1.63M shares TRITriad Hospitals Inc$50.66Mreported value+1.72M shares HONHoneywell International Inc$29.51Mreported value+843.4K shares KMRKinder Morgan Management LLC$26.36Mreported value+384.8K shares KRKroger Co$6.88Mreported value+275.1K shares IPGThe Interpublic Group of Companies, Inc.$2.91Mreported value+99.2K shares HLTHilton Hotels Corporation$817.0Kreported value+70.4K shares SOVSovereign Bancorp, Inc$377.0Kreported value+29.0K shares BCEBce Inc$210.0Kreported value+8.0K shares

Increased positions

HCAHCA Healthcare, Inc.$134.63Mreported value+69.4K shares+2.4%EDSElectronic Data Systems Corp$116.53Mreported value+46.0K shares+2.5%FNMAFederal National Mortgage Association$115.69Mreported value+38.5K shares+2.9%LUMNLumen Technologies, Inc.$115.38Mreported value

Reduced positions

CDCendant Corp$115.58Mreported value-1.24M shares-17.3%ALLAllstate Corp$112.36Mreported value-612.7K shares-19.3%TJXThe Tjx Companies, Inc.$101.62Mreported value-206.3K shares-6.1%AMBCAmbac Financial Group, Inc.$94.90Mreported value-133.9K shares

Exited positions

BAXBaxter International Inc$72.07Mprior reported value-765.6K shares-100.0%DYNDynegy Inc.$63.78Mprior reported value-1.25M shares-100.0%MMM3m Company$33.36Mprior reported value-321.1K shares-100.0%BAThe Boeing Company$30.58Mprior reported value-548.9K shares