Farallon Capital Management 13F holdings, Q1 1998
Holdings as of March 31, 1998 · filings on SEC EDGAR · latest filing →
Farallon Capital Management disclosed 37 US equity positions worth $891.6m in its Q1 1998 13F filing. The largest position was MCI COMMUNICATIONS at 34.3% of the reported book, followed by DIGITAL EQUIP CORP and REGAL CINEMAS INC.
What did Farallon Capital Management own in Q1 1998? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | MCI COMMUNICATIONS | 34.3% | $306.2m | 6,185,500 | – | ||
| 2 | DIGITAL EQUIP CORP | 12.9% | $115.4m | 2,206,600 | – | ||
| 3 | REGAL CINEMAS INC | 5.9% | $52.4m | 1,753,500 | – | ||
| 4 | SAFETY KLEEN CORP | 5.6% | $50.4m | 1,775,100 | – | ||
| 5 | DYNATECH CORP | 5.1% | $45.3m | 939,400 | – | ||
| 6 | LA QUINTA INNS INC | 4.9% | $43.9m | 2,090,700 | – | ||
| 7 | MONEY STORE INC | 4.2% | $37.4m | 1,171,200 | – | ||
| 8 | ACC CORP | 3.2% | $28.2m | 532,500 | – | ||
| 9 | GOLDEN ST BANCORP INC | 2.3% | $20.9m | 548,000 | – | ||
| 10 | AMERICAN BANKERS INS | 2.3% | $20.6m | 319,500 | – | ||
| 11 | US OFFICE PRODS CO | 2.0% | $18.1m | 950,656 | – | ||
| 12 | CULLIGAN WTR | 1.9% | $16.7m | 280,000 | – | ||
| 13 | SHOWBOAT INC | 1.7% | $15.3m | 510,900 | – | ||
| 14 | NOVA CORP ALTA | 1.5% | $13.4m | 1,132,800 | – | ||
| 15 | LCI INTL INC | 1.4% | $12.3m | 320,500 | – | ||
| 16 | MEDIQ INC | 1.3% | $11.8m | 862,600 | – | ||
| 17 | NOC NORTHROP GRUMMAN CORP | Industrials | 1.0% | $8.8m | 82,159 | – | |
| 18 | PRICE REIT INC | 0.8% | $6.9m | 154,000 | – | ||
| 19 | COLEMAN INC NEW | 0.8% | $6.9m | 222,800 | – | ||
| 20 | VITALINK PHARMACY | 0.7% | $6.5m | 300,000 | – | ||
| 21 | WEATHERFORD ENTERRA | 0.7% | $6.4m | 150,000 | – | ||
| 22 | WASTE MGMT INC NEW | 0.7% | $6.0m | 195,000 | – | ||
| 23 | INTELLIGENT ELECTRS | 0.6% | $5.1m | 708,900 | – | ||
| 24 | UNITED DENTAL CARE | 0.6% | $5.1m | 282,500 | – | ||
| 25 | BENEFICIAL CORP | 0.6% | $5.0m | 40,000 | – | ||
| 26 | FIRST COMM CORP | 0.5% | $4.5m | 52,200 | – | ||
| 27 | OHM CORP | 0.5% | $4.5m | 332,100 | – | ||
| 28 | PACIFIC ENTERPRISES | 0.5% | $4.1m | 100,900 | – | ||
| 29 | BT OFFICE PRODS INTL | 0.5% | $4.1m | 341,200 | – | ||
| 30 | JOHN ALDEN FINL CORP | 0.4% | $3.6m | 165,400 | – | ||
| 31 | BET HLDGS INC | 0.2% | $1.5m | 25,000 | – | ||
| 32 | MID OCEAN LIMITED | 0.1% | $1.2m | 16,000 | – | ||
| 33 | SFX BROADCASTING INC | 0.1% | $974.0k | 10,000 | – | ||
| 34 | SCOPUS TECHNOLOGY INC | 0.1% | $954.0k | 47,400 | – | ||
| 35 | IBAH INC | 0.1% | $748.0k | 140,000 | – | ||
| 36 | ILLINOIS CENT CORP | 0.0% | $361.0k | 9,192 | – | ||
| 37 | SOURCE SVCS CORP | 0.0% | $275.0k | 10,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.