Farallon Capital Management 13F holdings, Q3 1998
Holdings as of September 30, 1998 · filings on SEC EDGAR · latest filing →
Farallon Capital Management disclosed 15 US equity positions worth $562.8m in its Q3 1998 13F filing. The largest position was AMOCO CORP at 40.1% of the reported book, followed by CHRYSLER CORP and AMERICAN STORES CO. Against the Q2 1998 filing, it opened 10 new positions, added to 2 and reduced 2 among the top 15 holdings.
What did Farallon Capital Management own in Q3 1998? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 1998 |
|---|---|---|---|---|---|---|---|
| 1 | AMOCO CORP | 40.1% | $225.6m | 4,188,300 | – | new | |
| 2 | CHRYSLER CORP | 25.2% | $141.9m | 2,963,000 | 37% | added | |
| 3 | AMERICAN STORES CO | 12.1% | $68.2m | 2,118,300 | – | new | |
| 4 | TELECOMMUNICATIONS | 9.3% | $52.1m | 1,332,467 | 566% | added | |
| 5 | CRESTAR FINL CORP | 3.6% | $20.4m | 359,100 | – | new | |
| 6 | SUNAMERICA INC | 3.2% | $17.7m | 290,800 | – | new | |
| 7 | EQUITY CORP INTL | 2.5% | $14.2m | 630,700 | – | new | |
| 8 | AMP INC | 1.4% | $8.0m | 224,300 | – | new | |
| 9 | GENERAL RE CORP | 1.0% | $5.8m | 28,557 | – | new | |
| 10 | EASTERN ENVIRONMENTAL | 0.9% | $5.0m | 165,000 | – | new | |
| 11 | COLEMAN INC NEW | 0.2% | $1.4m | 148,200 | -33% | reduced | |
| 12 | KANSAS CITY PWR & LT | 0.1% | $700.0k | 23,000 | – | new | |
| 13 | MIDAMERICAN ENERGY | 0.1% | $685.0k | 25,900 | – | new | |
| 14 | TR FINL CORP | 0.1% | $582.0k | 21,900 | 0% | held | |
| 15 | XTRA CORP | 0.1% | $568.0k | 12,200 | -76% | reduced |
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.