-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, KOaUG3vnCV/PvuU9RS2QINs1pbP34gl6ZVQDBy5WhIotaYzq7b6NTKwiD50U1Fwe 1TOB2XRFWxG0wc/KGl24rQ== /in/edgar/work/20000710/0000912057-00-031371/0000912057-00-031371.txt : 20000712 0000912057-00-031371.hdr.sgml : 20000712 ACCESSION NUMBER: 0000912057-00-031371 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20000630 FILED AS OF DATE: 20000710 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PRIMECAP MANAGEMENT CO/CA/ CENTRAL INDEX KEY: 0000763212 STANDARD INDUSTRIAL CLASSIFICATION: [ ] IRS NUMBER: 953868081 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: SEC FILE NUMBER: 028-01469 FILM NUMBER: 670666 BUSINESS ADDRESS: STREET 1: 225 SOUTH LAKE AVE STE 400 CITY: PASADENA STATE: CA ZIP: 91101-3005 BUSINESS PHONE: 8183049222 MAIL ADDRESS: STREET 1: 225 SOUTH LAKE AVE SUITE 400 CITY: PASADENA STATE: CA ZIP: 91101 13F-HR 1 a13f-hr.txt FORM 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 06/30/2000 ----------------------- Check Here if Amendment / /; Amendment Number: --------- This Amendment (Check only one.): / / is a restatement. / / adds new holdings entries. Institutional Investment Manager Filing this Report: Name: PRIMECAP Management Company ------------------------------- Address: 225 South Lake Avenue, Ste. 400 ------------------------------- Pasadena, CA 91101 ------------------------------- ------------------------------- Form 13F File Number: 28- 01469 --------------------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Rachel Aguilera ------------------------------- Title: Client Account Administrator ------------------------------- Phone: 626/304-9222 ------------------------------- Signature, Place, and Date of Signing: /s/ Rachel Aguilera Pasadena, CA 7/6/00 - ------------------------------- ----------------- ------------- [Signature] [City, State] [Date] Report Type (Check only one.): /X/ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) / / 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) / / 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28- --------------- ------------------------------------ [Repeat as necessary.]
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - --------------------------------- ---------------- --------- -------- ----------------- ---------- --------- ----------------------- VALUE SHRS OR SH/ PUT/ INVSTMNT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - --------------------------------- ---------------- --------- -------- -------- --- ---- ---------- --------- -------- -------- ----- - ------------------------------------------------------------------------------------------------------------------------------------ - ------------------------------------------------------------------------------------------------------------------------------------ - ------------------------------------------------------------------------------------------------------------------------------------ - ------------------------------------------------------------------------------------------------------------------------------------ - ------------------------------------------------------------------------------------------------------------------------------------ - ------------------------------------------------------------------------------------------------------------------------------------ - ------------------------------------------------------------------------------------------------------------------------------------ - ------------------------------------------------------------------------------------------------------------------------------------
[Repeat as necessary] Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 -------------------- Form 13F Information Table Entry Total: -------------------- Form 13F Information Table Value Total: $ 30,783,600 -------------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name 28- "NONE" ------ ----------------- --------------------------------- [Repeat as necessary.]
1 PRIMECAP Management Company FORM 13F JUNE 30, 2000 Voting Authority ------------------------ Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- ------ ------ -------- A D C TELECOMMUNICATION COM 000886101 839 10000 SH Sole 10000 ABERCROMBIE & FITCH CO CL A COM 002896207 16904 1387000 SH Sole 50000 1337000 ADOBE SYS INC COM 00724F101 1638969 12607450 SH Sole 1897450 10710000 ADVANCED FIBRE COMMNCT COM 00754A105 108329 2390710 SH Sole 510710 1880000 AGILENT TECHONOLOGIES INC COM 008466101 158857 2153992 SH Sole 402587 1751405 AIRBORNE FGHT CORP COM 009266107 64388 3400000 SH Sole 3400000 ALASKA AIRGROUP INC. COM 011659109 68898 2540000 SH Sole 2540000 ALBERTSONS INC. COM 013104104 44249 1330800 SH Sole 1330800 ALCOA INC COM 013817101 26663 919400 SH Sole 919400 ALEXANDER & BALDWIN COM 014482103 18215 825600 SH Sole 825600 ALZA CORP. COM 022615108 35475 600000 SH Sole 600000 AMERADA HESS CORP COM 023551104 21557 349100 SH Sole 349100 AMERICA WEST HOLDINGS CL B COM 023657208 62934 3675000 SH Sole 3675000 AMERICAN AXLE & MFG. COM 024061103 14359 1012100 SH Sole 1012100 AMGEN INC. COM 031162100 32807 467000 SH Sole 467000 AMPHENOL CORP COM 032095101 13238 200000 SH Sole 200000 AMR CORP COM 001765106 561862 21252450 SH Sole 3606650 17645800 ANADARKO PETROLEUM COM 032511107 77283 1567200 SH Sole 767200 800000 ARVIN INDS INC COM 043339100 28641 1648400 SH Sole 648400 1000000 ATLANTIC COAST AIR HLD COM 048396105 50800 1600000 SH Sole 1600000 AUTOZONE INC. COM 053332102 19461 884600 SH Sole 584600 300000 BANC ONE CORP COM 06423A103 119958 4516070 SH Sole 966770 3549300 BERKLEY W R CORP COM 084423102 17948 957200 SH Sole 637200 320000 BERKSHIRE HATHAWAY INC CLB COM 084670207 4018 2283 SH Sole 2283 BEST BUY CO INC COM 086516101 45161 714000 SH Sole 13000 701000 BIOCHEM PHARMA INC COM 09058T108 109909 4463300 SH Sole 1858800 2604500 BIOGEN INC COM 090597105 6966 108000 SH Sole 1200 106800 BIOMET INC. COM 090613100 288673 7510200 SH Sole 615200 6895000 BLOCK DRUG INC CL A COM 093644102 12120 286443 SH Sole 286443 BOISE CASCADE CORP COM 097383103 16265 628595 SH Sole 628595 BOSTON SCIENTIFIC CORP COM 101137107 61590 2807500 SH Sole 375500 2432000 BURLINGTON RES INC COM 122014103 47128 1232100 SH Sole 757000 475100 CABLEVISION SYSTEMS COM 12686C109 38119 561600 SH Sole 311600 250000 2 PRIMECAP Management Company FORM 13F JUNE 30, 2000 Voting Authority ------------------------ Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- ------ ------ -------- CANADIAN PAC LTD NEW COM 135923100 22089 843500 SH Sole 843500 CARNIVAL CORP COM 143658102 4475 229500 SH Sole 29500 200000 CATERPILLAR INC DEL COM 149123101 259158 7650410 SH Sole 1880410 5770000 CHICAGO BRIDGE & IRON COM N19808109 4870 331600 SH Sole 271600 60000 CHIRON CORP COM 170040109 124683 2624900 SH Sole 645900 1979000 CHUBB CORP. COM 171232101 72226 1174400 SH Sole 374400 800000 CIRC CITY STORES COM 172737108 9691 292000 SH Sole 14000 278000 CIT GROUP INC CL A COM 125577106 92399 5686100 SH Sole 1099400 4586700 CITRIX SYSTEMS INC. COM 177376100 120077 6340700 SH Sole 800700 5540000 CLEARNET COMMUNS. INC COM 184902104 58885 2120790 SH Sole 442290 1678500 CNF TRANSN INC COM 12612W104 29191 1283100 SH Sole 1283100 COHERENT INC COM 192479103 202978 2420000 SH Sole 2420000 COMPAQ COMPUTER CORP COM 204493100 415651 16260186 SH Sole 1260186 15000000 CONCURRENT COMPUTER CORP COM 206710204 58603 4465000 SH Sole 4465000 COSTCO WHOLESALE CORP. COM 22160K105 82064 2486780 SH Sole 486780 2000000 CUMMINS ENGINE INC COM 231021106 9927 364300 SH Sole 364300 CUNO INC COM 126583103 23125 1000000 SH Sole 1000000 DEERE & CO COM 244199105 90595 2448500 SH Sole 2448500 DELPHI AUTOMOTIVE SYS COM 247126105 16640 1142678 SH Sole 1142678 DELTA AIR LINES DEL COM 247361108 907642 17950900 SH Sole 3365100 14585800 DESCARTES SYS GRP INC COM 249906108 99784 3245000 SH Sole 3245000 DILLARDS INC CL A COM 254067101 15208 1241500 SH Sole 1241500 DIONEX CORP COM 254546104 27285 1020000 SH Sole 1020000 DISNEY WALT CO. COM 254687106 71275 1836400 SH Sole 236400 1600000 DONALDSON INC COM 257651109 21330 1080000 SH Sole 1080000 DOW CHEMICAL COMPANY COM 260543103 17306 573300 SH Sole 573300 DRESS BARN INC COM 261570105 25798 1166000 SH Sole 6000 1160000 EDWARDS LIFE COM 28176E108 6660 360000 SH Sole 360000 ENGELHARD CORP COM 292845104 142636 8359600 SH Sole 1959600 6400000 ENRON CORP COM 293561882 2838 44000 SH Sole 4000 40000 ERICSSON L M TEL CO ADR CLB COM 294821400 932617 46630843 SH Sole 9143863 37486981 ESCO ELECTRONICS CORP. COM 269030102 3400 200000 SH Sole 200000 EVANS & SUTHERLAND COMP. COM 299096107 5355 840000 SH Sole 840000 3 PRIMECAP Management Company FORM 13F JUNE 30, 2000 Voting Authority ------------------------ Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- ------ ------ -------- F M C CORP COM NEW COM 302491303 24128 416000 SH Sole 416000 FEDEX CORP COM 31428X106 868805 22863300 SH Sole 4637300 18226000 FLEETWOOD ENTERPRISES COM 339099103 35527 2493100 SH Sole 1255000 1238100 FORD MTR CO DEL COM 345370100 215 5000 SH Sole 5000 FOX ENTERTAINMENT GRP COM 35138T107 51638 1700000 SH Sole 1700000 GAP INC DEL COM 364760108 3398 108750 SH Sole 108750 GC COS INC COM 36155Q109 4475 200000 SH Sole 200000 GENENTECH INC. COM 368710406 11890 69128 SH Sole 11348 57780 GENERAL DYNAMICS CORP. COM 369550108 523 10000 SH Sole 10000 GENERAL MOTORS HUGHES COM 370442832 1046427 11925090 SH Sole 2001059 9924031 GENERAL MTRS CORP COM 370442105 246655 4248089 SH Sole 1615725 2632364 GLOBAL CROSSING COM G3921A100 54114 2056602 SH Sole 406602 1650000 GRANITE CONSTR INC COM 387328107 51450 2100000 SH Sole 2100000 GUIDANT CORP COM 401698105 479586 9688612 SH Sole 148348 9540264 HARCOURT GEN INC COM 41163G101 336108 6181300 SH Sole 1009100 5172200 HARMONIC LIGHTWAVES COM 413160102 2475 100000 SH Sole 100000 HCC INSURANCE HOLDINGS COM 404132102 26425 1400000 SH Sole 1400000 HEWLETT PACKARD CO COM 428236103 641686 5138630 SH Sole 738630 4400000 HORACE MANN EDUCATORS CORP NEW COM 440327104 15675 1045000 SH Sole 745000 300000 HOUGHTON MIFFLIN CO COM 441560109 16378 350800 SH Sole 250800 100000 ICOS CORP COM 449295104 70356 1599000 SH Sole 1599000 INPUT/OUTPUT INC COM 457652105 44722 5300350 SH Sole 2477350 2823000 INTEL CORP COM 458140100 1054634 7888800 SH Sole 2138800 5750000 INTL PAPER CO COM 460146103 11919 399800 SH Sole 399800 IONICS INC. COM 462218108 20978 685000 SH Sole 685000 JEFFERSON PILOT CORP. COM 475070108 55015 974800 SH Sole 174800 800000 JOHNSON & JOHNSON COM 478160104 203750 2000000 SH Sole 2000000 KENNAMETAL INC COM 489170100 36191 1688200 SH Sole 428200 1260000 KFORCE.COM INC. COM 775835101 780 112500 SH Sole 112500 LANDEC CORP COM 514766104 5519 1015000 SH Sole 1015000 LATTICE SEMICONDUCTOR COM 518415104 63226 914660 SH Sole 584660 330000 LEUCADIA NATL CORP COM 527288104 8908 390500 SH Sole 390500 LEXMARK INTL GRP INC CL A COM 529771107 119819 1781700 SH Sole 381700 1400000 4 PRIMECAP Management Company FORM 13F JUNE 30, 2000 Voting Authority ------------------------ Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- ------ ------ -------- LIBERTY CORP S C COM 530370105 21987 523500 SH Sole 523500 LILLY ELI & CO COM 532457108 108787 1089232 SH Sole 157592 931640 LINCOLN NATIONAL CORP. COM 534187109 43549 1205500 SH Sole 205500 1000000 LINDSAY MFG CO COM 535555106 3103 158100 SH Sole 158100 LOWES COS INC COM 548661107 67055 1633000 SH Sole 35000 1598000 LSI LOGIC CORP COM 502161102 107952 1994500 SH Sole 594500 1400000 LUCENT TECHNOLOGIES INC. COM 549463107 177837 3001462 SH Sole 35112 2966350 MACDERMID INC COM 554273102 39974 1701000 SH Sole 1701000 MANPOWER INC COM 56418H100 107018 3344300 SH Sole 1389900 1954400 MATTEL INC COM 577081102 21196 1607300 SH Sole 357300 1250000 MAXIM INTEGRATED PRODS COM 57772K101 13588 200000 SH Sole 200000 MBIA, INC. COM 55262C100 78637 1631900 SH Sole 231900 1400000 MCCLATCHY CO CL A COM 579489105 37862 1143000 SH Sole 143000 1000000 MEDTRONIC INC COM 585055106 206408 4143700 SH Sole 678700 3465000 MENTOR CORP MINN COM 587188103 2104 77400 SH Sole 12200 65200 MERITOR AUTOMOTIVE COM 59000G100 2200 200000 SH Sole 200000 METAWAVE COMMUNICATIONS CORP. COM 591409107 27622 1035000 SH Sole 1035000 METRO-GOLDWYN MAYER COM 591610100 13063 500000 SH Sole 500000 MICRON TECHNOLOGY INC COM 595112103 2214617 25148240 SH Sole 2206240 22942000 MICROSOFT CORP. COM 594918104 351776 4397200 SH Sole 397200 4000000 MIDWEST EXPRESS HOLDINGS COM 597911106 36172 1682400 SH Sole 609400 1073000 MILLIPORE CORP COM 601073109 446013 5917260 SH Sole 1107260 4810000 MINERALS TECHNOLOGIES INC. COM 603158106 41400 900000 SH Sole 900000 MISSISSIPPI CHEM COM NEW COM 605288208 2850 599900 SH Sole 599900 MOLEX INC COM 608554101 11749 244140 SH Sole 244140 MOLEX INC CL A COM 608554200 8545 244140 SH Sole 244140 MOTOROLA, INC. COM 620076109 666886 22946630 SH Sole 2851080 20095550 NEIMAN MARCUS B COM 640204301 40773 1469293 SH Sole 254392 1214901 NEIMAN MARCUS GRP CLASS A COM 640204202 120342 3986470 SH Sole 845870 3140600 NEWS CORP LTD ADR COM 652487802 169124 3560500 SH Sole 1310500 2250000 NIKE INC CL B COM 654106103 19349 486000 SH Sole 20000 466000 NOBLE AFFILIATES INC COM 654894104 136886 3674800 SH Sole 534800 3140000 NOKIA CORP SPONSORED ADR COM 654902204 75464 1511160 SH Sole 279160 1232000 5 PRIMECAP Management Company FORM 13F JUNE 30, 2000 Voting Authority ------------------------ Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- ------ ------ -------- NORTEL NETWORK CORP. (HOLDING COM 656568102 697725 10223080 SH Sole 973880 9249200 NOVARTIS AG COM 66987v109 205776 5144400 SH Sole 1132900 4011500 NOVOSTE CORP COM 67010C100 8540 140000 SH Sole 140000 OM GROUP INC COM 670872100 45602 1036400 SH Sole 1036400 OPTIMAL ROBOTICS COM 68388R208 22258 580000 SH Sole 580000 OSTEOTECH INC. COM 688582105 3465 330000 SH Sole 20000 310000 PALL CORP COM 696429307 13875 750000 SH Sole 750000 PE CORP.-CELERA GENOMICS COM 69332S201 146402 1565800 SH Sole 125800 1440000 PE CORP.-PE BIOSYSTEMS COM 69332S102 370264 5620700 SH Sole 940700 4680000 PHARMACIA CORP COM 71713U102 2123600 41085377 SH Sole 6292496 34792881 PHELPS DODGE CORP. COM 717265102 1500 40342 SH Sole 40342 PINNACLE WEST CAP CORP COM 723484101 10434 308000 SH Sole 308000 PITNEY BOWES INC COM 724479100 120436 3010900 SH Sole 610900 2400000 PLANTRONICS INC NEW COM 727493108 197274 1708000 SH Sole 1708000 POGO PRODUCING CO COM 730448107 90690 4099000 SH Sole 699000 3400000 POLO RALPH LAUREN CORP COM 731572103 19950 1400000 SH Sole 1400000 POTASH CORP SASK INC COM 73755L107 169078 3063700 SH Sole 663700 2400000 POWERWAVE TECHN COM 739363109 37840 860000 SH Sole 10000 850000 PROTEIN DESIGN LABS COM 74369L103 32116 194700 SH Sole 1000 193700 QUESTAR CORP COM 748356102 13059 674000 SH Sole 674000 RADIOSHACK COM 750438103 142125 3000000 SH Sole 3000000 RAMBUS INC DEL COM COM 750917106 288400 2800000 SH Sole 2800000 RAYTHEON COMPANY A COM 755111309 28102 1445750 SH Sole 1445750 RAYTHEON COMPANY B COM 755111408 26217 1361900 SH Sole 1361900 RESEARCH IN MOTION COM 760975102 42988 950000 SH Sole 950000 REX STORES CORP COM COM 761624105 11656 500000 SH Sole 500000 ROBERT HALF INTL COM 770323103 415570 14581400 SH Sole 2581400 12000000 ROYAL CARIBBEAN COM V7780T103 2220 120000 SH Sole 120000 RYDER SYS INC COM 783549108 10959 578700 SH Sole 578700 SABRE HOLDINGS CORP COM 785905100 553557 19423067 SH Sole 3051626 16371441 SCHLUMBERGER LTD COM 806857108 43327 580600 SH Sole 160100 420500 SEAGRAM LTD COM 811850106 222244 3831800 SH Sole 731800 3100000 SELECTICA INC. COM 816288104 1752 25000 SH Sole 25000 6 PRIMECAP Management Company FORM 13F JUNE 30, 2000 Voting Authority ------------------------ Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- ------ ------ -------- SIGMA ALDRICH CORP COM 826552101 126097 4311000 SH Sole 11000 4300000 SILICON IMAGE COM 82705T102 4988 100000 SH Sole 100000 SKYLINE CORP COM 830830105 3068 142700 SH Sole 142700 SONY CORP ADR NEW COM 835699307 598705 6348100 SH Sole 500700 5847400 SOUTHWEST AIRLS CO COM 844741108 274246 14481612 SH Sole 1423362 13058250 SPRINT FON GROUP COM 852061100 240720 4720000 SH Sole 420000 4300000 ST PAUL COS INC COM 792860108 53365 1563800 SH Sole 463800 1100000 STRATTEC SEC CORP COM 863111100 13117 403600 SH Sole 183600 220000 SYMBOL TECHNOLOGIES COM 871508107 186176 3447700 SH Sole 3447700 TARGET CORPORATION COM 87612E106 21727 374600 SH Sole 14600 360000 TEKTRONIX INC COM 879131100 431017 5824560 SH Sole 1099560 4725000 TELLABS INC COM 879664100 136875 2000000 SH Sole 2000000 TEMPLE INLAND INC COM 879868107 79099 1883300 SH Sole 583300 1300000 TETRA TECH COM 88162G103 29280 1280000 SH Sole 1280000 TEXAS INSTRS INC COM 882508104 1744161 25392700 SH Sole 4726700 20666000 THOMAS & BETTS COM 884315102 40163 2100000 SH Sole 2100000 TIFFANY & CO. COM 886547108 16254 240800 SH Sole 24400 216400 TJX COS INC NEW COM 872540109 124494 6639700 SH Sole 48600 6591100 TOM HILFIGER COMPANY COM G8915Z102 74916 9988800 SH Sole 3988800 6000000 TORCHMARK CORP COM 891027104 95560 3870800 SH Sole 1270800 2600000 TOSCO CORP COM 891490302 28264 998300 SH Sole 998300 TRANSATLANTIC HLDGS COM 893521104 47109 562500 SH Sole 562500 UAL CORP COM PAR $0.01 COM 902549500 223988 3849420 SH Sole 119420 3730000 UMB FINANCIAL CORP COM 902788108 2166 66000 SH Sole 66000 UNION PAC RES GRP COM 907834105 260258 11829900 SH Sole 3229900 8600000 UNION PACIFIC CORP. COM 907818108 273700 7360000 SH Sole 1220000 6140000 UNITED PARCEL SERVICE INC. COM 911312106 23228 393695 SH Sole 78425 315270 UNUMPROVIDENT COMPANIES COM 915294106 38028 1895500 SH Sole 395500 1500000 VARCO INTL INC COM 922122106 61361 2639192 SH Sole 1616042 1023150 VULCAN MATERIALS CO. COM 929160109 20259 474600 SH Sole 474600 WASHINGTON MUTUAL, INC. COM 939322103 43659 1512000 SH Sole 752000 760000 WASHINGTON POST CO. COM 939640108 10325 21600 SH Sole 4800 16800 WELLS FARGO & CO. COM 949746101 125922 3249600 SH Sole 249600 3000000 7 PRIMECAP Management Company FORM 13F JUNE 30, 2000 Voting Authority ------------------------ Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- ------ ------ -------- WESTVACO CORP COM 961548104 23252 937100 SH Sole 937100 WILLAMETTE INDS INC COM 969133107 9608 352600 SH Sole 352600 WORLDCOM INC. COM 98157D106 169632 3697700 SH Sole 347700 3350000 XILINX INC COM 983919101 132100 1600000 SH Sole 1600000 YOUNG & RUBICAM, INC. COM 987425105 22875 400000 SH Sole 400000 ZENITH NATL INS CORP COM 989390109 10519 495000 SH Sole 345000 150000 REPORT SUMMARY 204 DATA RECORDS 30781109 0 OTHER MANAGERS ON WHOSE BEHALF REPORT IS FILED
Do not save this screen as a text file. This report automatically creates the text file 13ftable.txt, which meets all SEC filing requirements. For details on the location of this text file, see your 705 Report documentation. -----END PRIVACY-ENHANCED MESSAGE-----