Farallon Capital Management 13F holdings, Q1 2000
Holdings as of March 31, 2000 · filings on SEC EDGAR · latest filing →
Farallon Capital Management disclosed 146 US equity positions worth $2.9bn in its Q1 2000 13F filing. The largest position was Mediaone Group Inc at 7.4% of the reported book, followed by Atlantic Richfield Co and Newbridge Networks. Against the Q4 1999 filing, it opened 19 new positions, added to 19 and reduced 6 among the top 50 holdings.
What did Farallon Capital Management own in Q1 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 1999 |
|---|---|---|---|---|---|---|---|
| 1 | Mediaone Group Inc | 7.4% | $216.2m | 2,669,300 | 22% | added | |
| 2 | Atlantic Richfield Co | 7.1% | $205.6m | 2,419,400 | 123% | added | |
| 3 | Newbridge Networks | 3.0% | $88.5m | 2,726,800 | 2930% | added | |
| 4 | Telecommunicacoes Spons | 2.7% | $79.4m | 2,674,222 | – | new | |
| 5 | Seagate Technology Inc | 2.6% | $76.3m | 1,266,800 | – | new | |
| 6 | Sealed Air Corp New | 2.5% | $72.1m | 1,389,001 | 27% | added | |
| 7 | Monsanto Co | 2.3% | $66.9m | 1,344,671 | – | new | |
| 8 | DII Group | 2.2% | $63.1m | 561,500 | – | new | |
| 9 | Cordant Tech | 1.8% | $53.5m | 945,800 | – | new | |
| 10 | Nortel Inversora Spon | 1.8% | $53.5m | 2,593,600 | – | new | |
| 11 | Qwest Communications | 1.8% | $53.4m | 1,100,000 | 0% | held | |
| 12 | Ortel Corp | 1.7% | $50.5m | 269,500 | – | new | |
| 13 | Lucent Tech | 1.7% | $50.1m | 825,023 | -19% | reduced | |
| 14 | United Stationers Inc | 1.7% | $50.0m | 1,402,200 | – | new | |
| 15 | US Foodservice | 1.7% | $49.7m | 1,929,900 | – | new | |
| 16 | Warner Lambert | 1.7% | $48.6m | 498,300 | 182% | added | |
| 17 | Telesudeste Spons | 1.7% | $48.2m | 964,920 | – | new | |
| 18 | Reynolds Metals | 1.6% | $46.6m | 696,600 | -37% | reduced | |
| 19 | Concentric | 1.6% | $46.4m | 844,200 | – | new | |
| 20 | MCN Energy Corp | 1.5% | $44.3m | 1,773,100 | 63% | added | |
| 21 | Telefon de Peru SA Spons | 1.5% | $43.5m | 2,556,217 | – | new | |
| 22 | Hannaford Bros. Co | 1.5% | $43.1m | 584,500 | -16% | reduced | |
| 23 | Banco Rio De Spon | 1.4% | $40.0m | 2,795,580 | – | new | |
| 24 | INTC Intel | Technology | 1.4% | $39.9m | 302,354 | 0% | held |
| 25 | JDS Uniphase Corp | 1.3% | $38.2m | 316,920 | 100% | added | |
| 26 | Fisher Scientific Intl | 1.2% | $35.4m | 795,665 | -17% | reduced | |
| 27 | Eastern Enterprises | 1.1% | $32.3m | 539,500 | 222% | added | |
| 28 | Aspect Development | 1.1% | $31.7m | 491,700 | – | new | |
| 29 | Clarify Inc | 1.0% | $30.4m | 241,280 | -53% | reduced | |
| 30 | Eastern | 1.0% | $30.1m | 957,900 | 116% | added | |
| 31 | Infinity Broadcasting | 1.0% | $30.0m | 925,875 | 0% | held | |
| 32 | St. Laurent Paper | 1.0% | $29.8m | 1,561,300 | – | new | |
| 33 | Biovail Corp wt exp | 0.9% | $26.0m | 513,800 | 0% | held | |
| 34 | Gartner Group | 0.9% | $24.9m | 1,866,760 | 14% | added | |
| 35 | Motorola Inc | 0.8% | $24.3m | 170,944 | – | new | |
| 36 | TXN Texas Instruments | Technology | 0.8% | $23.5m | 147,097 | -0% | held |
| 37 | Golden State Bancorp | 0.8% | $23.2m | 1,551,300 | 8% | added | |
| 38 | WM Waste Management Inc | Industrials | 0.8% | $22.7m | 1,655,000 | 285% | added |
| 39 | Consorcio G SUB DB | 0.8% | $22.4m | 44,758,000 | 2% | added | |
| 40 | Solutia Inc | 0.8% | $22.0m | 1,645,300 | 26% | added | |
| 41 | Crescendo | 0.8% | $21.8m | 1,167,845 | 1% | added | |
| 42 | Netoptix Corp | 0.7% | $21.2m | 123,900 | – | new | |
| 43 | Total Renal SB NT CV | 0.7% | $20.6m | 36,164,000 | 20% | added | |
| 44 | Intelligent | 0.7% | $20.2m | 582,100 | 8% | added | |
| 45 | CMP Group Inc | 0.7% | $19.4m | 667,000 | 22% | added | |
| 46 | Spiros Development Corp | 0.7% | $19.2m | 1,374,400 | – | new | |
| 47 | Alza Corp Del | 0.6% | $18.8m | 501,000 | -88% | reduced | |
| 48 | LG&E Energy Corp | 0.6% | $18.2m | 795,200 | – | new | |
| 49 | Koger Equity Inc | 0.6% | $18.1m | 1,050,727 | 41% | added | |
| 50 | Broadwing Inc | 0.6% | $18.1m | 487,266 | -0% | held |
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.