SOUND SHORE MANAGEMENT INC /CT/ Q1 2022 Filing

Filed May 6, 2022

Portfolio Value

$3.4T

Holdings

35

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (35 positions)

#StockSharesValue% PortfolioType
1
FLEXFlex Ltd.
8,715,075$161.7B4.69%
2
PRGOPerrigo Company plc
3,695,455$142.0B4.12%
3
VSTVistra Corp.
6,026,788$140.1B4.07%
4
ORCLOracle Corporation
1,684,978$139.4B4.05%
5
WFCWells Fargo & Company
2,628,916$127.4B3.70%
6
SIVBEURSVB Financial Group
221,618$124.0B3.60%
7
NXPINXP Semiconductors NV
631,797$116.9B3.40%
8
ELANElanco Animal Health Inc.
4,313,804$112.5B3.27%
9
LENLennar Corporation
1,368,189$111.1B3.23%
10
OGNOrganon & Company
3,177,784$111.0B3.22%
11
PVHPVH Corp.
1,445,954$110.8B3.22%
12
DWDMorgan Stanley
1,260,247$110.1B3.20%
13
PCARPACCAR, Inc.
1,249,098$110.0B3.19%
14
MRKMerck & Co. Inc.
1,310,596$107.5B3.12%
15
PFEPfizer Inc.
1,964,209$101.7B2.95%
16
COFCapital One Financial Corp
748,803$98.3B2.86%
17
XRAYDentsply Sirona Inc.
1,989,565$97.9B2.84%
18
BACBank of America Corporation
2,338,366$96.4B2.80%
19
VNTVontier Corporation
3,696,991$93.9B2.73%
20
BRK/BBerkshire Hathaway, Inc. Cl B
261,684$92.4B2.68%
21
GOOGLAlphabet Inc. Cl A
33,014$91.8B2.67%
22
APTVAptiv PLC
764,308$91.5B2.66%
23
VSCOVictoria's Secret & Co
1,752,152$90.0B2.61%
24
YUSDAlleghany Corporation
106,163$89.9B2.61%
25
GMGeneral Motors Company
2,044,527$89.4B2.60%
26
CTRACoterra Energy, Inc.
3,156,178$85.1B2.47%
27
BKRBaker Hughes Company
2,285,697$83.2B2.42%
28
HOLXHologic Inc.
1,036,464$79.6B2.31%
29
ELVAnthem, Inc.
159,049$78.1B2.27%
30
TPDTempur Sealy International
2,735,145$76.4B2.22%
31
CICigna Corporation
307,434$73.7B2.14%
32
IPInternational Paper Company
1,571,756$72.5B2.11%
33
CAGConagra Brands, Inc.
2,158,602$72.5B2.10%
34
BACVerizon Communications Inc
1,243,849$63.4B1.84%
35
STSensata Technologies Holdings plc
23,137$1.2B0.03%