Farallon Capital Management 13F holdings, Q2 1998
Holdings as of June 30, 1998 · filings on SEC EDGAR · latest filing →
Farallon Capital Management disclosed 31 US equity positions worth $841.5m in its Q2 1998 13F filing. The largest position was MCI COMMUNICATIONS at 43.3% of the reported book, followed by CHRYSLER CORP and DSC COMMUNICATIONS. Against the Q1 1998 filing, it opened 23 new positions, added to 6 and reduced 1 among the top 31 holdings.
What did Farallon Capital Management own in Q2 1998? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 1998 |
|---|---|---|---|---|---|---|---|
| 1 | MCI COMMUNICATIONS | 43.3% | $364.7m | 6,280,500 | 2% | added | |
| 2 | CHRYSLER CORP | 14.5% | $121.7m | 2,158,000 | – | new | |
| 3 | DSC COMMUNICATIONS | 6.5% | $55.0m | 1,841,300 | – | new | |
| 4 | BAY NETWORKS INC | 5.6% | $47.2m | 1,464,300 | – | new | |
| 5 | AMERICAN BANKERS INS | 5.0% | $42.1m | 699,900 | 119% | added | |
| 6 | UNITED STATES SURGICAL | 3.6% | $30.0m | 656,500 | – | new | |
| 7 | NEUREX CORP | 3.5% | $29.3m | 963,000 | – | new | |
| 8 | GIANT FOOD INC | 2.6% | $21.5m | 501,900 | – | new | |
| 9 | GOLDEN ST BANCORP INC | 2.2% | $18.8m | 632,820 | 15% | added | |
| 10 | ALLIED GROUP INC | 2.2% | $18.5m | 395,200 | – | new | |
| 11 | SOUTHERN NEW ENGLAND | 1.6% | $13.7m | 209,000 | – | new | |
| 12 | CAMCO INTL INC | 1.1% | $9.3m | 120,000 | – | new | |
| 13 | VITALINK PHARMACY SVCS | 1.1% | $9.1m | 413,900 | 38% | added | |
| 14 | SPS TRANSACTION SVCS | 0.9% | $7.9m | 253,300 | – | new | |
| 15 | TELECOMMUNICATIONS INC | 0.9% | $7.7m | 200,000 | – | new | |
| 16 | DEKALB GENETICS CORP | 0.9% | $7.4m | 78,000 | – | new | |
| 17 | RFS HOTEL INVS INC | 0.8% | $6.5m | 339,600 | – | new | |
| 18 | UNITED DENTAL CARE INC | 0.7% | $5.9m | 312,500 | 11% | added | |
| 19 | BT OFFICE PRODS INTL | 0.6% | $5.1m | 377,700 | 11% | added | |
| 20 | GOLDEN ST BANCORP INC WT EXP | 0.4% | $3.4m | 632,820 | – | new | |
| 21 | XTRA CORP | 0.4% | $3.0m | 50,000 | – | new | |
| 22 | PHYSIO CONTROL INTL | 0.3% | $2.6m | 100,000 | – | new | |
| 23 | COLEMAN INC NEW | 0.3% | $2.6m | 222,800 | 0% | held | |
| 24 | LONG IS BANCORP INC | 0.3% | $2.3m | 37,400 | – | new | |
| 25 | POLYGRAM NV | 0.2% | $1.9m | 38,200 | – | new | |
| 26 | JOHN ALDEN FINL CORP | 0.2% | $1.9m | 85,500 | -48% | reduced | |
| 27 | TR FINL CORP | 0.1% | $916.0k | 21,900 | – | new | |
| 28 | MANOR CARE INC | 0.1% | $715.0k | 18,600 | – | new | |
| 29 | VIKING OFFICE PRODS | 0.0% | $311.0k | 10,000 | – | new | |
| 30 | PMT SERVICES INC | 0.0% | $299.0k | 13,000 | – | new | |
| 31 | FIRST COLO BANCORP INC | 0.0% | $291.0k | 10,500 | – | new |
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.