13F filing recap · Q3 2000

What did Southeastern Asset Management buy in Q3 2000?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Southeastern account, including accounts that belong to no fund below.

Stock value

$12.73B

Positions

Estimated turnover

9.7%

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

RAHRalcorp Holdings, Inc.$28.55Mreported value+2.02M shares BNNBrascan Corporation$9.74Mreported value+753.8K shares PCLPlum Creek Timber Co Inc$2.61Mreported value+117.0K shares

Increased positions

WMWaste Management, Inc$1.00Breported value+175.1K shares+0.3%FDXFedex Corporation$754.15Mreported value+150.7K shares+0.9%GMGeneral Motors Corp$645.33Mreported value+816.6K shares+9.0%YUMYum! Brands, Inc.$632.46Mreported value+2.74M shares

Reduced positions

MARMarriott International Inc /md/$843.47Mreported value-200.5K shares-0.9%HLTHilton Hotels Corporation$822.64Mreported value-1.69M shares-2.3%CPCanadian Pacific Kansas City Limited$545.92Mreported value-49.4K shares-0.2%HSTHost Hotels & Resorts, Inc.$467.44Mreported value

Exited positions

NGHNabisco Holdings Corp. Class A$214.74Mprior reported value-4.09M shares-100.0%PRGOPerrigo Company Plc$25.49Mprior reported value-4.04M shares-100.0%GETGaylord Entertainment$7.48Mprior reported value-348.0K shares-100.0%PMREPrime Retail, Inc.$5.87Mprior reported value