GP,
>>TOP PURCHASES BY MARKET VALUE
VALUE
SHS PURCH SHARES SHARES
($ MMs) PURCHASED OWNED
DIAMOND OFFSHORE DRILLING INC. $2,216.9 70,100,000* 70,100,000
FDX CORP. 9.3 100,000* 100,000
GREAT CENTRAL MINES LTD. ADR 4.1 1,559,195* 1,559,195
DU PONT (E.I.) DE NEMOURS 4.1 70,000* 70,000
STILLWATER MINING CO. 3.6 136,650 413,750
MINNESOTA MINING & MANUFACTURING 3.5 50,000* 50,000
CNA SURETY CORP. 3.5 302,400 156,758,880
RAMBUS INC. 2.6 40,000* 40,000
EEX CORP. 2.4 492,333* 492,333
IMC GLOBAL INC. 2.0 100,000 129,999
MINE SAFETY APPLIANCES CO. .8 14,000* 14,000
PLACER DOME INC. .4 40,000 915,000
UCAR INTERNATIONAL INC. .3 20,000* 20,000
HANOVER COMPRESSOR CO. .3 10,000* 10,000
THERMEDICS INC. .3 35,700
Judging from this list, it looks like Loews thinks that RMBS is a value stock.<vbg>
bp
175,700
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