-----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, G2eFkeCPoYsjVTALczk1lpBXHvANYp+A4yADxcr1YHyZyvK3efs/y79H8Oizlvf4 UAjNP/K6NPEJyqNNI9o93Q== 0000797626-02-000001.txt : 20020414 0000797626-02-000001.hdr.sgml : 20020414 ACCESSION NUMBER: 0000797626-02-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20011231 FILED AS OF DATE: 20020124 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WHITE MOUNTAIN INVESTMENT INC /ADV CENTRAL INDEX KEY: 0000797626 IRS NUMBER: 020342896 STATE OF INCORPORATION: NH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04877 FILM NUMBER: 02516119 BUSINESS ADDRESS: STREET 1: 114 N MAIN ST STREET 2: STE 301 CITY: CONCORD STATE: NH ZIP: 03301 BUSINESS PHONE: 6032242330 MAIL ADDRESS: STREET 1: 114 N MAIN ST STREET 2: SUTIE 301 CITY: CONCORD STATE: NH ZIP: 03301 13F-HR 1 f13123101.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2001 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: White Mountain Investment, Inc. Address: 114 North Main Street Suite 301 Concord, NH 03301 13F File Number: 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: Patrice Allaire Title: Portfolio Manager Phone: 603-224-2330 Signature, Place, and Date of Signing: Concord, NH January 24, 2002 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: None. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 74 Form 13F Information Table Value Total: 160,144 List of Other Included Managers: None. No. 13F File Number Name WHITE MOUNTAIN INVESTMENT FORM 13F 31-Dec-01 FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- H & Q Life Sciences MFE 404053100 381 17705.0000SH SOLE 3095.0000 14610.0000 Mass Mutual Corp Investors MFF 576292106 575 27800.0000SH SOLE 14500.0000 13300.0000 MuniVest Fund MFF 626295109 404 45500.0000SH SOLE 12000.0000 33500.0000 AES Corp. COM 00130H105 252 15400 SH SOLE 15400 AMB Property Corp. COM 00163T109 850 32700 SH SOLE 8500 24200 AOL Time Warner COM 00184A105 2082 64848 SH SOLE 18100 46748 Abbott Laboratories COM 002824100 358 6420 SH SOLE 20 6400 Accenture COM g1150g111 1009 37500 SH SOLE 17500 20000 American Home Products COM 026609107 2650 43185 SH SOLE 11285 31900 American International Group COM 026874107 8007 100838 SH SOLE 18529 82309 Archstone Smith Trust COM 039583109 1097 41704 SH SOLE 16694 25010 BP-Amoco COM 055622104 262 5643 SH SOLE 5643 Bank of New York Inc. COM 064057102 2158 52900 SH SOLE 25400 27500 BellSouth Corp. COM 079860102 208 5450 SH SOLE 5450 Boston Properties Inc. COM 101121101 323 8500 SH SOLE 1000 7500 Bristol-Myers Squibb COM 110122108 1089 21350 SH SOLE 2300 19050 Burlington Resources, Inc. COM 122014103 2034 54186 SH SOLE 15000 39186 CVS COM 126650100 1718 58050 SH SOLE 16100 41950 Cardinal Health COM 14149Y108 9007 139300 SH SOLE 37200 102100 Chubb Corp. COM 171232101 2208 32000 SH SOLE 11200 20800 Cisco Systems COM 17275R102 3821 210972 SH SOLE 12000 198972 Citigroup COM 172967101 2239 44350 SH SOLE 11000 33350 Concord EFS COM 206197105 1557 47500 SH SOLE 16500 31000 Conoco COM 208251504 766 27056 SH SOLE 4000 23056 Convergys COM 212485106 3164 84400 SH SOLE 6000 78400 EBay COM 278642103 201 3000 SH SOLE 3000 EOG Resources COM 26875P101 399 10200 SH SOLE 5000 5200 El Paso Corp. COM 28336L109 2233 50050 SH SOLE 11100 38950 Enzon Inc. COM 293904108 3458 61434 SH SOLE 61434 Exxon Mobil Corporation COM 30231g102 1591 40474 SH SOLE 1600 38874 Fair, Isaac COM 303250104 6308 100100 SH SOLE 25400 74700 Fannie Mae COM 313586109 13482 169583 SH SOLE 37300 132283 Fed. Home Loan Mortgage Assn. COM 313400301 1602 24500 SH SOLE 13000 11500 First Data COM 319963104 5221 66550 SH SOLE 14000 52550 First Health Group COM 320960107 4692 189640 SH SOLE 37800 151840 Fiserv Inc. COM 337738108 670 15835 SH SOLE 15835 General Electric COM 369604103 12837 320272 SH SOLE 47725 272547 Genzyme COM 372917104 269 4500 SH SOLE 4500 Health Care Property COM 421915109 1036 28600 SH SOLE 13600 15000 Home Depot COM 437076102 8245 161626 SH SOLE 34563 127063 Independent Bank COM 453836108 653 30375 SH SOLE 30375 Intel Corp. COM 458140100 3245 103178 SH SOLE 43600 59578 International Business Machine COM 459200101 7239 59845 SH SOLE 9410 50435 J.P. Morgan Chase & Co. COM 46625h100 657 18085 SH SOLE 1480 16605 Johnson & Johnson COM 478160104 6907 116874 SH SOLE 18000 98874 Medtronic COM 585055106 3137 61250 SH SOLE 6000 55250 Merck COM 589331107 6234 106024 SH SOLE 23620 82404 Microsoft Corp. COM 594918104 358 5400 SH SOLE 800 4600 Miller Herman Inc. COM 600544100 972 41100 SH SOLE 41100 Molex 'A' COM 608554101 1814 67070 SH SOLE 23110 43960 Nestle ADRs (voting) COM 641069406 1066 20000 SH SOLE 4000 16000 New York Times COM 650111107 5925 137000 SH SOLE 32000 105000 Nokia 'A' COM 654902204 287 11700 SH SOLE 6500 5200 Paychex, Inc. COM 704326107 1111 31874 SH SOLE 16874 15000 PepsiCo Inc COM 713448108 4562 93700 SH SOLE 24500 69200 Pfizer Inc. COM 717081103 429 10760 SH SOLE 10760 Pitney Bowes Inc. COM 724479100 1993 53000 SH SOLE 14500 38500 Procter & Gamble COM 742718109 1224 15474 SH SOLE 1600 13874 Royal Dutch Petroleum COM 780257804 1155 23556 SH SOLE 4400 19156 S.B.C. Communications COM 78387G103 445 11348 SH SOLE 11348 Schering Plough Corp. COM 806605101 594 16600 SH SOLE 16600 Simon Property Group COM 828806109 428 14600 SH SOLE 8600 6000 Staples COM 855030102 1503 80395 SH SOLE 18375 62020 State Street Corp COM 857477103 418 8000 SH SOLE 8000 Synopsys COM 871607107 2014 34100 SH SOLE 7900 26200 Transatlantic Holdings COM 893521104 819 9000 SH SOLE 9000 Tyco COM 902124106 4509 76554 SH SOLE 22300 54254 Unilever N.V. NY shares COM 904784709 1074 18642 SH SOLE 2857 15785 Verizon Communications COM 92343v104 665 14011 SH SOLE 1000 13011 WPP Group PLC COM 929309300 324 6012 SH SOLE 1503 4509 Waste Management Inc. COM 94106L109 577 18096 SH SOLE 18096 Wells Fargo COM 949746101 2521 58000 SH SOLE 10000 48000 Williams COM 969457100 717 28104 SH SOLE 28104
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