-----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, TmldYKnJ+7S7vV6l8YO7dww+U1EDhc8lqBJNlIeeGQZDHcmtULxVzk+P0WgYP7UK VtDWti0jbCttm1yEmepxsg== 0000912057-01-512969.txt : 20010507 0000912057-01-512969.hdr.sgml : 20010507 ACCESSION NUMBER: 0000912057-01-512969 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20010331 FILED AS OF DATE: 20010504 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: 1623055 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 a2047637z13f-hr.txt 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: 03/31/01 ----------------------- 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 5/1/01 - ------------------------------- ----------------- ------------- [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: $ 26433354 -------------------- (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.] PRIMECAP Management Company FORM 13F MARCH 30, 2001
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 170 20000 SH Sole 20000 ABERCROMBIE & FITCH CO CL A COM 002896207 34008 1040000 SH Sole 40000 1000000 ADOBE SYS INC COM 00724F101 788670 22552770 SH Sole 2432770 20120000 ADVANCED FIBRE COMMNCT COM 00754A105 34202 2389670 SH Sole 509670 1880000 AGILENT TECHNOLOGIES INC COM 00846U101 63756 2074724 SH Sole 323319 1751405 AIRBORNE FGHT CORP COM 009266107 34578 3400000 SH Sole 3400000 ALASKA AIRGROUP INC. COM 011659109 65278 2540000 SH Sole 2540000 ALBERTSONS INC. COM 013104104 54749 1720575 SH Sole 1720575 ALCOA INC COM 013817101 35513 987850 SH Sole 987850 ALEXANDER & BALDWIN COM 014482103 19474 911050 SH Sole 911050 ALZA CORP. COM 022615108 25110 620000 SH Sole 620000 AMERADA HESS CORP COM 023551104 289747 3709000 SH Sole 619000 3090000 AMERICA WEST HOLDINGS CL B COM 023657208 33360 3475000 SH Sole 3475000 AMERICAN AXLE & MFG. COM 024061103 10869 1175000 SH Sole 1175000 AMERICAN GENERAL CORP. COM 026351106 39493 1032500 SH Sole 232500 800000 AMGEN INC. COM 031162100 28108 467000 SH Sole 467000 AMPHENOL CORP COM 032095101 30287 961500 SH Sole 639400 322100 AMR CORP COM 001765106 807398 22989700 SH Sole 3893900 19095800 ANADARKO PETROLEUM COM 032511107 507883 8089889 SH Sole 2089889 6000000 APPLERA CORP-APPLIED BIOSYS COM 038020103 167138 6023000 SH Sole 614000 5409000 ARVINMERITOR COM 043353101 36692 2672400 SH Sole 871800 1800600 AT&T CORP LIBERTY MEDIA GRP A COM 001957208 67414 4815300 SH Sole 1315300 3500000 ATLANTIC COAST AIR HLD COM 048396105 67200 3200000 SH Sole 3200000 AUTOZONE INC. COM 053332102 25403 906600 SH Sole 606600 300000 AVAYA INC. COM 053499109 3089 237622 SH Sole 2926 234696 BANC ONE CORP COM 06423A103 159623 4411920 SH Sole 962620 3449300 BERKLEY W R CORP COM 084423102 26098 579150 SH Sole 369150 210000 BERKSHIRE HATHAWAY INC CLB COM 084670207 4968 2283 SH Sole 2283 BEST BUY CO INC COM 086516101 166689 4635400 SH Sole 19400 4616000 BIOGEN INC COM 090597105 137008 2164000 SH Sole 834000 1330000 BIOMET INC. COM 090613100 109112 2770000 SH Sole 2770000 BOISE CASCADE CORP COM 097383103 12252 390203 SH Sole 390203 BOSTON SCIENTIFIC CORP COM 101137107 164463 8149800 SH Sole 1049800 7100000 CABLEVISION SYS-RAINBOW MEDIA COM 12686C844 7348 282600 SH Sole 157600 125000
PRIMECAP Management Company FORM 13F MARCH 30, 2001
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 - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- -------- ------ -------- CABLEVISION SYSTEMS COM 12686C109 39767 565200 SH Sole 315200 250000 CARNIVAL CORP COM 143658102 47855 1729500 SH Sole 29500 1700000 CATERPILLAR INC DEL COM 149123101 346985 7818500 SH Sole 2048500 5770000 CELERA GENOMICS GROUP COM 69332S201 40414 1310000 SH Sole 1310000 CENTRINITY INC. COM 15640B109 6030 1209302 SH Sole 1209302 CHICAGO BRIDGE & IRON COM 167250109 6474 272600 SH Sole 272600 CHIRON CORP COM 170040109 31327 714000 SH Sole 19000 695000 CHUBB CORP. COM 171232101 92817 1281300 SH Sole 481300 800000 CITRIX SYSTEMS INC. COM 177376100 296998 14059100 SH Sole 1819100 12240000 CNF INC COM 12612W104 37618 1302100 SH Sole 1302100 COGNIZANT TECH SOLUTIONS CORP. COM 192446102 1233 41000 SH Sole 21000 20000 COHERENT INC COM 192479103 85910 2420000 SH Sole 2420000 COMPAQ COMPUTER CORP COM 204493100 295559 16239521 SH Sole 1239521 15000000 CONCURRENT COMPUTER CORP COM 206710204 27906 4465000 SH Sole 4465000 CONTINENTAL AIRLINES CL B COM 210795308 414 10000 SH Sole 10000 CUMMINS ENGINE INC COM 231021106 13716 365375 SH Sole 365375 CUNO INC COM 126583103 29000 1000000 SH Sole 1000000 DEERE & CO COM 244199105 88978 2448500 SH Sole 2448500 DELPHI AUTOMOTIVE SYS COM 247126105 16066 1133828 SH Sole 1133828 DELTA AIR LINES DEL COM 247361108 707154 17902640 SH Sole 3316840 14585800 DENDREON CORP. COM 24823Q107 8471 1221000 SH Sole 5000 1216000 DESCARTES SYS GRP INC COM 249906108 48524 3645000 SH Sole 3645000 DILLARDS INC CL A COM 254067101 27239 1241500 SH Sole 1241500 DIONEX CORP COM 254546104 32066 1020000 SH Sole 1020000 DISNEY WALT CO. COM 254687106 64569 2257650 SH Sole 257650 2000000 DONALDSON INC COM 257651109 28825 1080000 SH Sole 1080000 DOW CHEMICAL COMPANY COM 260543103 21068 667350 SH Sole 667350 DRESS BARN INC COM 261570105 24750 1056000 SH Sole 6000 1050000 EASTMAN KODAK COM 277461109 412273 10335250 SH Sole 1155250 9180000 EDISON SCHOOLS COM 281033100 10700 528400 SH Sole 528400 EDWARDS LIFE COM 2.82E+112 7056 360000 SH Sole 360000 ENGELHARD CORP COM 292845104 216455 8370250 SH Sole 1970250 6400000 ERICSSON L M TEL CO ADR CLB COM 294821400 267174 47762969 SH Sole 9274081 38488888 ESCO ELECTRONICS CORP. COM 269030102 4992 200000 SH Sole 200000
PRIMECAP Management Company FORM 13F MARCH 30, 2001
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 - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- -------- ------ -------- EVANS & SUTHERLAND COMP. COM 299096107 5241 665500 SH Sole 665500 FEDEX CORP COM 31428X106 970309 23279975 SH Sole 4214675 19065300 FLEETWOOD ENTERPRISES COM 339099103 25299 2795450 SH Sole 1557350 1238100 FORD MTR CO DEL COM 345370860 31649 1125490 SH Sole 1125490 FOX ENTERTAINMENT GRP COM 35138T107 33320 1700000 SH Sole 1700000 GAP INC DEL COM 364760108 2135 90000 SH Sole 90000 GC COS INC COM 36155Q109 446 200000 SH Sole 200000 GENENTECH INC. COM 368710406 428 8476 SH Sole 8476 GENERAL DYNAMICS CORP. COM 369550108 627 10000 SH Sole 10000 GENERAL MOTORS HUGHES COM 370442832 827142 42417541 SH Sole 6762448 35655093 GENERAL MTRS CORP COM 370442105 220587 4254321 SH Sole 1621957 2632364 GEORGIA-PACIFIC CORP COM 373298108 9457 321650 SH Sole 321650 GLOBAL CROSSING COM G3921A100 27689 2052571 SH Sole 402571 1650000 GRANITE CONSTR INC COM 387328107 71358 2100000 SH Sole 2100000 GUIDANT CORP COM 401698105 545786 12131264 SH Sole 690000 11441264 HARCOURT GEN INC COM 41163G101 343199 6164875 SH Sole 992675 5172200 HARMONIC LIGHTWAVES COM 413160102 563 100000 SH Sole 100000 HCC INSURANCE HOLDINGS COM 404132102 37030 1400000 SH Sole 1400000 HEWLETT PACKARD CO COM 428236103 371965 11895260 SH Sole 1495260 10400000 HORACE MANN EDUCATORS CORP NEW COM 440327104 21010 1187000 SH Sole 887000 300000 HOUGHTON MIFFLIN CO COM 441560109 16143 350850 SH Sole 250850 100000 ICOS CORP COM 449295104 66453 1399000 SH Sole 1399000 INPUT/OUTPUT INC COM 457652105 48997 5240362 SH Sole 2417362 2823000 INTEL CORP COM 458140100 458920 17441125 SH Sole 4456125 12985000 INTL PAPER CO COM 460146103 14676 406750 SH Sole 406750 IONICS INC. COM 462218108 17810 685000 SH Sole 685000 JEFFERSON PILOT CORP. COM 475070108 84740 1248200 SH Sole 248200 1000000 KENNAMETAL INC COM 489170100 46406 1687500 SH Sole 427500 1260000 LANDEC CORP COM 514766104 3679 1015000 SH Sole 1015000 LATTICE SEMICONDUCTOR COM 518415104 55675 3061190 SH Sole 1516190 1545000 LEUCADIA NATL CORP COM 527288104 12263 381200 SH Sole 381200 LEXMARK INTERNATIONAL INC. COM 529771107 178839 3928800 SH Sole 528800 3400000 LIBERTY CORP S C COM 530370105 19220 565450 SH Sole 565450 LILLY ELI & CO COM 532457108 37487 489000 SH Sole 74000 415000
PRIMECAP Management Company FORM 13F MARCH 30, 2001
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 - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- -------- ------ -------- LINCOLN NATIONAL CORP. COM 534187109 51505 1212750 SH Sole 212750 1000000 LINDSAY MFG CO COM 535555106 2925 158100 SH Sole 158100 LINENS'N THINGS INC. COM 535679104 90508 3291200 SH Sole 1391200 1900000 LOWES COS INC COM 548661107 268421 4592325 SH Sole 434225 4158100 LSI LOGIC CORP COM 502161102 31122 1978500 SH Sole 578500 1400000 LUCENT TECHNOLOGIES INC. COM 549463107 28429 2851462 SH Sole 35112 2816350 MACDERMID INC COM 554273102 30754 1701000 SH Sole 1701000 MANPOWER INC COM 56418H100 96447 3348850 SH Sole 1394450 1954400 MATRIX PHARMACEUTICAL COM 576844104 9860 1095500 SH Sole 5000 1090500 MATTEL INC COM 577081102 28526 1608000 SH Sole 358000 1250000 MBIA, INC. COM 55262C100 112924 1399650 SH Sole 224650 1175000 MCCLATCHY CO CL A COM 579489105 46844 1159500 SH Sole 159500 1000000 MEDTRONIC INC COM 585055106 189336 4139400 SH Sole 674400 3465000 MENTOR CORP MINN COM 587188103 1742 77400 SH Sole 12200 65200 METASOLV, INC. COM 59139P104 5233 370500 SH Sole 370500 METAWAVE COMMUNICATIONS CORP. COM 591409107 16131 2607000 SH Sole 2607000 METRO-GOLDWYN MAYER COM 591610100 13258 773500 SH Sole 273500 500000 MICRON TECHNOLOGY INC COM 595112103 1142775 27516855 SH Sole 2329855 25187000 MICROSOFT CORP. COM 594918104 468702 8570550 SH Sole 895550 7675000 MIDWEST EXPRESS HOLDINGS COM 597911106 26603 1682650 SH Sole 609650 1073000 MILLIPORE CORP COM 601073109 283941 6137945 SH Sole 1312945 4825000 MINERALS TECHNOLOGIES INC. COM 603158106 34950 1000000 SH Sole 1000000 MISSISSIPPI CHEM COM NEW COM 605288208 2033 605200 SH Sole 605200 MOLEX INC COM 608554101 8614 244140 SH Sole 244140 MOLEX INC CL A COM 608554200 6790 244140 SH Sole 244140 MOTOROLA, INC. COM 620076109 425967 29871460 SH Sole 3890410 25981050 MURPHY OIL CORP. COM 626717102 3329 50000 SH Sole 50000 NEIMAN MARCUS B COM 640204301 44359 1468848 SH Sole 253947 1214901 NEIMAN MARCUS GRP CLASS A COM 640204202 99887 3064025 SH Sole 608325 2455700 NEWS CORP LTD ADR COM 652487802 102734 3847700 SH Sole 1375700 2472000 NIKE INC CL B COM 654106103 17031 420000 SH Sole 20000 400000 NOBLE AFFILIATES INC COM 654894104 211604 5070800 SH Sole 870800 4200000 NOKIA CORP SPONSORED ADR COM 654902204 36662 1527570 SH Sole 295570 1232000 NORFOLK SOUTHERN COM 655844108 16070 960000 SH Sole 960000
PRIMECAP Management Company FORM 13F MARCH 30, 2001
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 144112 10257075 SH Sole 932875 9324200 NOVARTIS AG COM 66987v109 602972 15331100 SH Sole 2699200 12631900 NOVOSTE CORP COM 67010C100 2459 140000 SH Sole 140000 OM GROUP INC COM 670872100 55188 1036400 SH Sole 1036400 OPTIMAL ROBOTICS COM 68388R208 15116 580000 SH Sole 580000 OSTEOTECH INC. COM 688582105 1774 330000 SH Sole 20000 310000 PALL CORP COM 696429307 16440 750000 SH Sole 750000 PHARMACIA CORP COM 71713U102 1555297 30877444 SH Sole 3590363 27287081 PHARMACYCLICS INC. COM 716933106 10271 456500 SH Sole 1250 455250 PHILLIPS PETROLEUM CO. COM 718507106 465415 8454400 SH Sole 1229400 7225000 PITNEY BOWES INC COM 724479100 104410 3004600 SH Sole 604600 2400000 PLANTRONICS INC NEW COM 727493108 106158 5974000 SH Sole 5974000 POGO PRODUCING CO COM 730448107 133338 4518400 SH Sole 718400 3800000 POLO RALPH LAUREN CORP COM 731572103 12191 443300 SH Sole 443300 PORTAL SOFTWARE, INC. COM 736126103 1730 205000 SH Sole 50000 155000 POTASH CORP SASK INC COM 73755L107 189304 3263300 SH Sole 663300 2600000 POWERWAVE TECHN COM 739363109 6928 508509 SH Sole 8509 500000 RADIOSHACK COM 750438103 118876 3240000 SH Sole 10000 3230000 RAMBUS INC DEL COM COM 750917106 57680 2800000 SH Sole 2800000 RATIONAL SOFTWARE COM 75409P202 66918 3770000 SH Sole 20000 3750000 RAYTHEON COMPANY A COM 755111309 41580 1423975 SH Sole 1423975 RAYTHEON COMPANY B COM 755111408 28953 985450 SH Sole 985450 RESEARCH IN MOTION COM 760975102 20872 950000 SH Sole 950000 REX STORES CORP COM COM 761624105 10000 500000 SH Sole 500000 ROBERT HALF INTL COM 770323103 296488 13265700 SH Sole 1265700 12000000 ROYAL CARIBBEAN COM V7780T103 5705 247500 SH Sole 120000 127500 RYDER SYS INC COM 783549108 10543 586025 SH Sole 586025 SABRE HOLDINGS CORP COM 785905100 951103 20600011 SH Sole 3191570 17408441 SCIENT CORP. COM 80864H109 36 18500 SH Sole 18500 SEPRACOR INC COM 817315104 41245 1288900 SH Sole 242800 1046100 SIGMA ALDRICH CORP COM 826552101 151228 3158800 SH Sole 8800 3150000 SILICON IMAGE COM 82705T102 18312 4966000 SH Sole 4966000 SKYLINE CORP COM 830830105 2878 133425 SH Sole 133425 SONY CORP ADR NEW COM 835699307 470026 6505550 SH Sole 658150 5847400
PRIMECAP Management Company FORM 13F MARCH 30, 2001
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 - ------------------------------ -------------- --------- -------- -------- --- ---- ------- -------- -------- ------ -------- SOUTHWEST AIRLS CO COM 844741108 385468 21716534 SH Sole 2129159 19587375 SPRINT FON GROUP COM 852061100 215052 9779550 SH Sole 1252350 8527200 ST PAUL COS INC COM 792860108 75110 1705100 SH Sole 605100 1100000 STRATTEC SEC CORP COM 863111100 12792 402900 SH Sole 182900 220000 SUPERGEN INC. COM 868059106 9642 935000 SH Sole 5000 930000 SYMANTEC COM 871503108 65102 1557000 SH Sole 2000 1555000 SYMBOL TECHNOLOGIES COM 871508107 87250 2500000 SH Sole 2500000 SYNGENTA AG-ADR COM 87160A100 11743 1129113 SH Sole 177048 952065 TARGET CORPORATION COM 8.76E+110 143533 3978200 SH Sole 29200 3949000 TEKTRONIX INC COM 879131100 299479 10973940 SH Sole 1787140 9186800 TELLABS INC COM 879664100 101719 2500000 SH Sole 2500000 TELUS CORP. COM 87971M202 4098 203153 SH Sole 203153 TEMPLE INLAND INC COM 879868107 83890 1895825 SH Sole 595825 1300000 TETRA TECH INC. COM 88162G103 18174 897500 SH Sole 897500 TEXAS INSTRS INC COM 882508104 826841 26689520 SH Sole 4823520 21866000 THOMAS & BETTS COM 884315102 84196 4850000 SH Sole 4850000 TIFFANY & CO. COM 886547108 13124 481600 SH Sole 48800 432800 TJX COS INC NEW COM 872540109 221786 6930800 SH Sole 49700 6881100 TOM HILFIGER COMPANY COM G8915Z102 116692 9081075 SH Sole 3326275 5754800 TORCHMARK CORP COM 891027104 150638 3879425 SH Sole 1279425 2600000 TOSCO CORP COM 891490302 68416 1600000 SH Sole 1600000 TRANSATLANTIC HLDGS COM 893521104 57662 562500 SH Sole 562500 TRIQUINT SEMICONDUCTOR, INC. COM 89674K103 17775 1200000 SH Sole 1200000 UAL CORP COM PAR $0.01 COM 902549500 124258 3759700 SH Sole 29700 3730000 UMB FINANCIAL CORP COM 902788108 2508 66000 SH Sole 66000 UNION PACIFIC CORP. COM 907818108 463220 8235025 SH Sole 1355025 6880000 UNITED PARCEL SERVICE INC. COM 911312106 36453 640645 SH Sole 85375 555270 USA NETWORKS INC COM 902984103 12041 503000 SH Sole 503000 UTILICORP UNITED INC. COM 918005109 205300 6344250 SH Sole 2114750 4229500 VARCO INTL INC COM 922122106 60295 2919876 SH Sole 1719876 1200000 VULCAN MATERIALS CO. COM 929160109 23365 498925 SH Sole 498925 WASHINGTON MUTUAL, INC. COM 939322103 82793 1512200 SH Sole 752200 760000 WASHINGTON POST CO. COM 939640108 68088 117800 SH Sole 42800 75000 WELLS FARGO & CO. COM 949746101 161584 3266300 SH Sole 266300 3000000
PRIMECAP Management Company FORM 13F MARCH 30, 2001
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 36750 1516700 SH Sole 1516700 WILLAMETTE INDS INC COM 969133107 16253 353325 SH Sole 353325 WILSON GREATBATCH TECHNOLOGIES COM 972232102 2374 125000 SH Sole 6500 118500 WORLDCOM INC. COM 98157D106 299355 16018975 SH Sole 2464975 13554000 XILINX INC COM 983919101 35125 1000000 SH Sole 1000000 ZENITH NATL INS CORP COM 989390109 11771 498750 SH Sole 348750 150000 REPORT SUMMARY 210 DATA RECORDS 26433354 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 inftable.txt, which meets all SEC filing requirements. For details on the location of this text file, see your 705 Report documentation.
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