13F filing recap · Q3 2001

What did Sound Shore Management buy in Q3 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

$3.07B

Positions

Estimated turnover

39.4%

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

PHAPharmacia Corporation$95.61Mreported value+2.36M shares CVGConvergys Corp$79.59Mreported value+2.87M shares GDTGuidant Corp$71.84Mreported value+1.87M shares MROMarathon Oil Corporation$43.56Mreported value+1.63M shares CEYCertegy Incorporated$17.86Mreported value+687.9K shares

Increased positions

BRK.ABerkshire Hathaway Inc$100.10Mreported value+368 shares+34.7%EPEl Paso Corp$95.29Mreported value+557.6K shares+32.1%CEGConstellation Energy Group Inc$93.52Mreported value+1.92M shares+98.5%SWYSafeway Inc$66.09Mreported value+1.34M shares

Reduced positions

AONAon Plc$121.71Mreported value-25.9K shares-0.9%LUMNLumen Technologies, Inc.$119.92Mreported value-228.0K shares-6.0%USBUS Bancorp$108.53Mreported value-102.0K shares-2.0%HCAHCA Healthcare, Inc.$105.26Mreported value-603.8K shares

Exited positions

CPQCompaq Computer Corporation$67.23Mprior reported value-4.34M shares-100.0%DEDeere & Co$55.39Mprior reported value-1.46M shares-100.0%DALDelta Air Lines, Inc.$39.36Mprior reported value-892.9K shares-100.0%MONMonsanto Company$34.33Mprior reported value-927.8K shares