13F filing recap · Q2 2003

What did Sound Shore Management buy in Q2 2003?

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

$3.34B

Positions

Estimated turnover

29.9%

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

CBChubb Limited$85.32Mreported value+1.42M shares DVNDevon Energy Corp/de$50.43Mreported value+944.4K shares COPConocophillips$50.40Mreported value+919.7K shares OXYOccidental Petroleum Corporation$49.30Mreported value+1.47M shares TGPGeorgia-Pacific Timber Group (the Timber Company)$26.59Mreported value+1.40M shares HCAHCA Healthcare, Inc.$17.69Mreported value+552.0K shares

Increased positions

BRK.ABerkshire Hathaway Inc$144.85Mreported value+106 shares+5.6%WPIWatson Pharmaceuticals Inc$130.71Mreported value+647.5K shares+25.0%OCROmnicare Inc$108.91Mreported value+372.8K shares+13.1%AOLAol Time Warner Inc.$104.12Mreported value+807.7K shares

Reduced positions

IPGThe Interpublic Group of Companies, Inc.$109.29Mreported value-23.1K shares-0.3%AETAetna Inc.$94.34Mreported value-216.2K shares-12.1%TXUTxu Corp$91.27Mreported value-189.6K shares-4.5%TYCTyco International Ltd$87.91Mreported value-243.5K shares

Exited positions

KRKroger Co$41.85Mprior reported value-3.18M shares-100.0%MYLMylan N.v.$37.16Mprior reported value-1.29M shares-100.0%THCTenet Healthcare Corp$451.0Kprior reported value-27.0K shares-100.0%