13F filing recap · Q1 2002

What did Sound Shore Management buy in Q1 2002?

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

$3.46B

Positions

Estimated turnover

80.3%

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

TXTTextron Inc.$111.67Mreported value+2.19M shares FWONALiberty Media Corporation$97.12Mreported value+7.68M shares TMOThermo Fisher Scientific Inc.$88.54Mreported value+4.27M shares IMSIms Health Holdings, Inc.$82.45Mreported value+3.67M shares OCROmnicare Inc$81.66Mreported value+3.15M shares MROMarathon Oil Corp$80.31Mreported value+2.79M shares AFLAflac Inc$79.61Mreported value+2.70M shares AETAetna Inc.$76.21Mreported value+1.96M shares WPIWatson Pharmaceuticals Inc$71.52Mreported value+2.64M shares CYCypress Semiconductor Corporation$57.93Mreported value+2.52M shares CFCCountrywide Financial Corp$31.03Mreported value+693.4K shares STKStorage Technology Corporation$29.24Mreported value+1.36M shares JPMJPMorgan Chase & Co$26.00Mreported value+729.4K shares DYNDynegy Inc.$20.66Mreported value+712.3K shares LYOLyondell Chemical Co$16.90Mreported value+1.02M shares CPWRCompuware Corporation$15.63Mreported value+1.21M shares CVSCVS Health Corp$6.71Mreported value+195.5K shares PFGPrincipal Financial Group Inc$3.68Mreported value+145.5K shares LLoews Corp$2.25Mreported value+75.0K shares DISWalt Disney Co/$2.23Mreported value+96.8K shares MASMasco Corporation$453.0Kreported value+16.5K shares IBMInternational Business Machines Corp$213.0Kreported value+2.0K shares BRWBroadwing Inc$116.0Kreported value+16.6K shares

Increased positions

IPGThe Interpublic Group of Companies, Inc.$116.38Mreported value+1.22M shares+55.8%SWYSafeway Inc$110.80Mreported value+797.2K shares+47.9%BRK.ABerkshire Hathaway Inc$110.56Mreported value+125 shares+8.7%KRKroger Co$107.27Mreported value+4.68M shares

Reduced positions

USBUS Bancorp$109.94Mreported value-22.0K shares-0.4%LUMNLumen Technologies, Inc.$108.69Mreported value-383.1K shares-10.7%EDSElectronic Data Systems Corp$83.13Mreported value-243.2K shares-14.5%HCAHCA Healthcare, Inc.$78.39Mreported value-597.1K shares

Exited positions

PHAPharmacia Corporation$95.61Mprior reported value-2.36M shares-100.0%GDTGuidant Corp$71.84Mprior reported value-1.87M shares-100.0%SGPSchering-Plough Corporation$63.66Mprior reported value-1.72M shares-100.0%MTGMgic Investment Corp$57.66Mprior reported value-882.4K shares