13F filing recap · Q3 2001

What did Southeastern Asset Management buy in Q3 2001?

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

$12.64B

Positions

Estimated turnover

17.3%

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

DISWalt Disney Co/$321.60Mreported value+17.27M shares FIATYFiat S.p.a.$178.74Mreported value+10.17M shares LUMNLumen Technologies, Inc.$162.15Mreported value+4.84M shares TAT&T Wireless Services$137.97Mreported value+9.24M shares PHGKoninklijke Philips NV$50.52Mreported value+2.61M shares NWSANews Corporation$34.29Mreported value+4.41M shares EEECanadian 88 Energy Corp$3.04Mreported value+2.26M shares

Increased positions

MARMarriott International Inc /md/$800.31Mreported value+1.56M shares+7.0%FDXFedex Corporation$684.98Mreported value+118.0K shares+0.6%GMGeneral Motors Corp$633.15Mreported value+229.0K shares+1.6%TAT&T Corp$614.89Mreported value+3.09M shares

Reduced positions

WMWaste Management, Inc$826.59Mreported value-4.29M shares-12.2%YUMYum! Brands, Inc.$817.37Mreported value-190.2K shares-0.9%TGPGeorgia-Pacific Timber Group (the Timber Company)$687.55Mreported value-608.0K shares-3.1%TZHTrizec Hahn Corporation$563.13Mreported value-244.9K shares

Exited positions

BVCBay View Capital Corp$43.48Mprior reported value-5.81M shares-100.0%PGEPrime Group Realty Trust$37.06Mprior reported value-2.75M shares-100.0%GTYGetty Realty Corp.$30.63Mprior reported value-1.60M shares-100.0%IVViShares Trust$11.44Mprior reported value-93.2K shares