13F filing recap · Q3 2008

What did Sound Shore Management buy in Q3 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

$6.34B

Positions

Estimated turnover

37.9%

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

MROMarathon Oil Corp$150.26Mreported value+3.77M shares DPSDr Pepper Snapple Group, Inc.$123.97Mreported value+4.68M shares BRK.ABerkshire Hathaway Inc$111.79Mreported value+856 shares GSThe Goldman Sachs Group, Inc.$87.13Mreported value+680.7K shares AETAetna Inc.$33.39Mreported value+924.6K shares BRK.BBerkshire Hathaway Inc$23.00Mreported value+5.2K shares FTRFrontier Communications Corp$443.0Kreported value+38.5K shares GLWCorning Inc /ny$235.0Kreported value+15.0K shares KFTKraft Foods Inc$207.0Kreported value+6.3K shares

Increased positions

BSXBoston Scientific Corp$238.08Mreported value+1.97M shares+11.3%PFEPfizer Inc.$236.09Mreported value+672.5K shares+5.5%APOLApollo Education Group, Inc.$232.14Mreported value+221.0K shares+6.0%AESAes Corp$228.04Mreported value+8.71M shares

Reduced positions

CSCredit Suisse Group AG$212.19Mreported value-115.8K shares-2.6%CIThe Cigna Group$190.42Mreported value-342.6K shares-5.8%UNMUnum Group$178.67Mreported value-1.97M shares-21.7%SESpectra Energy Corp$156.39Mreported value-1.17M shares

Exited positions

BRLBarr Pharmaceuticals Inc.$257.70Mprior reported value-5.72M shares-100.0%IVZInvesco Ltd.$170.46Mprior reported value-7.11M shares-100.0%BACBank of America Corp$132.79Mprior reported value-5.56M shares-100.0%CIACitizens Communications Company$437.0Kprior reported value-38.5K shares