13F filing recap · Q2 2008

What did Sound Shore Management buy in Q2 2008?

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

$6.67B

Positions

Estimated turnover

68.1%

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

NCCNational City Corp$141.04Mreported value+29.57M shares STTState Street Corporation$99.77Mreported value+1.56M shares

Increased positions

BRLBarr Pharmaceuticals Inc.$257.70Mreported value+1.15M shares+25.3%BSXBoston Scientific Corp$214.22Mreported value+91.7K shares+0.5%PFEPfizer Inc.$211.92Mreported value+773.4K shares+6.8%CIThe Cigna Group$210.44Mreported value+646.4K shares

Reduced positions

SESpectra Energy Corp$222.56Mreported value-879.4K shares-10.2%TWXTime Warner Inc$221.01Mreported value-13.74M shares-92.7%AESAes Corp$207.39Mreported value-1.61M shares-12.9%CMCSAComcast Corporation$206.23Mreported value-195.8K shares

Exited positions

WDCWestern Digital Corporation$122.45Mprior reported value-4.53M shares-100.0%GTGoodyear Tire & Rubber Co /oh/$57.80Mprior reported value-2.24M shares-100.0%AIGAmerican International Group, Inc.$303.0Kprior reported value-7.0K shares-100.0%