13F filing recap · Q4 2001
What did Southeastern Asset Management buy in Q4 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
$13.47B
Positions
54
Estimated turnover
21.9%
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.
Increased positions
HLTHilton Hotels Corporation$802.32Mreported value+23.0K shares+0.0%GMGeneral Motors Corp$722.79Mreported value+113.5K shares+0.8%GMGeneral Motors Corp$679.24Mreported value+1.87M shares+4.4%PCLPlum Creek Timber Co Inc$630.50Mreported value+22.20M shares+55500.1%DISWalt Disney Co/$534.16Mreported value+8.51M shares+49.3%HSTHost Hotels & Resorts, Inc.$393.15Mreported value+2.29M shares+5.5%TDSTelephone and Data Systems, Inc.$278.94Mreported value+105.6K shares+3.5%SKSSaks Incorporated$259.56Mreported value+210.1K shares+0.8%FCE.AForest City Enterprises, Inc.$208.97Mreported value+1.90M shares+54.1%HLRHollinger International Inc.$204.82Mreported value+2.43M shares+16.1%FIATYFiat S.p.a.$177.04Mreported value+884.4K shares+8.7%FLMFleming Cos$95.28Mreported value+853.0K shares+19.9%TXITexas Industries Inc.$94.47Mreported value+5.7K shares+0.2%NMG.ANeiman Marcus Group Inc$53.34Mreported value+327.0K shares+23.5%MACMacerich Co$50.31Mreported value+54.8K shares+3.0%
Reduced positions
Exited positions
TGPGeorgia-Pacific Timber Group (the Timber Company)$687.55Mprior reported value-18.98M shares-100.0%LUMNLumen Technologies, Inc.$162.15Mprior reported value-4.84M shares-100.0%TAT&T Wireless Services$137.97Mprior reported value-9.24M shares-100.0%HRHHilb, Rogal & Hobbs Company$43.91Mprior reported value