Farallon Capital Management 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
Farallon Capital Management disclosed 117 US equity positions worth $2.8bn in its Q4 2000 13F filing. The largest position was Voicestream Wireless at 13.2% of the reported book, followed by Honeywell Intl and Infinity Broadcasting CP New. Against the Q3 2000 filing, it opened 10 new positions, added to 22 and reduced 7 among the top 50 holdings.
What did Farallon Capital Management own in Q4 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | Voicestream Wireless | 13.2% | $367.6m | 3,653,600 | 64% | added | |
| 2 | Honeywell Intl | 13.0% | $363.5m | 7,683,100 | – | new | |
| 3 | Infinity Broadcasting CP New | 5.9% | $163.9m | 5,934,075 | 154% | added | |
| 4 | U S Bancorp Del | 5.7% | $158.6m | 5,435,000 | – | new | |
| 5 | Morgan JP & Co Inc | 3.8% | $104.8m | 623,300 | 244% | added | |
| 6 | R & B Falcon | 3.5% | $98.2m | 4,282,200 | 66% | added | |
| 7 | Veritas Software Corp | 2.8% | $79.2m | 905,008 | – | new | |
| 8 | United Stationers Inc | 2.3% | $63.1m | 2,544,600 | 30% | added | |
| 9 | Old Kent Financial | 2.2% | $62.2m | 1,421,500 | – | new | |
| 10 | Biovail Corp Int wt exp 093002 | 2.2% | $61.0m | 513,800 | 0% | held | |
| 11 | Niagara Mohawk Power hldgs | 2.2% | $60.7m | 3,638,600 | 1192% | added | |
| 12 | Citigroup Inc | 1.9% | $52.0m | 1,017,720 | – | new | |
| 13 | Sealed Air corp new | 1.8% | $50.9m | 1,576,901 | 14% | added | |
| 14 | AT&T Canada deps rcpt | 1.8% | $49.0m | 1,682,000 | 528% | added | |
| 15 | Pharmacia | 1.6% | $44.5m | 730,300 | -12% | reduced | |
| 16 | Golden State Bancorp | 1.4% | $39.3m | 1,251,300 | -19% | reduced | |
| 17 | Nortel Inversora S A Spon | 1.4% | $38.5m | 4,808,690 | 5% | added | |
| 18 | Acnielsen Corp | 1.3% | $37.2m | 1,027,000 | – | new | |
| 19 | KFY Korn Ferry International | Industrials | 1.3% | $36.7m | 1,729,100 | 61% | added |
| 20 | WM Waste Management Inc Del | Industrials | 1.3% | $36.2m | 1,305,000 | -26% | reduced |
| 21 | Allergan Specialty Therapy | 1.2% | $34.4m | 1,198,121 | 0% | held | |
| 22 | Cypress Semiconductor corp sb nt cv 3.75%05 | 1.2% | $33.4m | 47,335,000 | – | new | |
| 23 | MCN Energy Corp | 1.2% | $32.8m | 1,183,300 | – | new | |
| 24 | Scripps EW Ohio Co | 1.1% | $30.8m | 489,600 | 0% | held | |
| 25 | Telephone & Data Sys Inc | 1.0% | $28.7m | 318,600 | 68% | added | |
| 26 | AT&T Corp | 0.9% | $25.4m | 1,466,357 | -25% | reduced | |
| 27 | PFE Pfizer Inc | Healthcare | 0.9% | $24.4m | 531,025 | 0% | held |
| 28 | Solutia Inc | 0.9% | $23.9m | 1,989,500 | 0% | held | |
| 29 | TEO Telecom Argentina Stet France Spons | Communication Services | 0.8% | $22.9m | 1,462,900 | 4% | added |
| 30 | Summit Bancorp | 0.8% | $21.5m | 563,900 | 35% | added | |
| 31 | Chris Craft Inc | 0.8% | $21.4m | 322,400 | 5% | added | |
| 32 | L Loews Corp | Financial Services | 0.7% | $20.8m | 200,900 | -11% | reduced |
| 33 | American Standard Co. Inc del | 0.7% | $19.7m | 400,400 | 0% | held | |
| 34 | Koger Equity Inc | 0.7% | $18.9m | 1,215,727 | 0% | held | |
| 35 | Anadarko Pete corp | 0.7% | $18.8m | 263,953 | 0% | held | |
| 36 | INTC Intel Corp | Technology | 0.7% | $18.2m | 604,708 | 0% | held |
| 37 | Shaw Industries | 0.6% | $18.0m | 948,500 | 77% | added | |
| 38 | Delhaize America | 0.6% | $17.1m | 967,592 | 7708% | added | |
| 39 | Amresco Capital Trust | 0.6% | $16.9m | 1,722,011 | 0% | held | |
| 40 | Brookfield Properties Corp | 0.6% | $16.3m | 923,103 | -2% | reduced | |
| 41 | City Investing Co Liq. Tr unit ben int | 0.6% | $16.0m | 11,888,029 | 2% | added | |
| 42 | Citadel Communications | 0.6% | $15.6m | 1,302,910 | 534% | added | |
| 43 | Western Resources Inc | 0.5% | $13.2m | 531,300 | 0% | held | |
| 44 | Fisher Scientific Intl | 0.4% | $12.5m | 338,103 | -36% | reduced | |
| 45 | Profit Recovery Grp | 0.4% | $12.4m | 1,954,700 | 58% | added | |
| 46 | Station Casinos | 0.4% | $11.7m | 783,000 | – | new | |
| 47 | Shandong Huaneng Power Spons | 0.4% | $11.1m | 1,391,600 | 82% | added | |
| 48 | Elan PLC WT EXP 011403 | 0.4% | $11.0m | 250,000 | 3% | added | |
| 49 | MLM Martin Marietta Materials | Basic Materials | 0.4% | $9.8m | 232,200 | – | new |
| 50 | Interlogix Inc | 0.3% | $9.5m | 502,924 | 10% | added |
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.