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These 5 Stocks Dominate Farallon Capital’s Portfolio

#3 Sigma-Aldrich Corporation (NASDAQ:SIAL)

– Shares held (as of September 30): 2.00 million

– Total Value (as of September 30): $278.23 million

Farallon Capital upped its stake in Sigma-Aldrich Corporation (NASDAQ:SIAL) by 10,800 shares during the quarter. Sigma-Aldrich is a chemical, life science, and biotechnology company, which was acquired by Merck & Co., Inc. (NYSE:MRK) in a $17 billion deal or $140 cash per share earlier this year. The companies recently received the final approval from the European Commission (EC) for the acquisition, which was announced in September of last year. The company was delisted on November 17 as the merger was completed. Renaissance Technologies, led by Jim Simons, held 2.37 million shares of the company as of the end of September.

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#2 Broadcom Corporation (NASDAQ:BRCM)

– Shares held (as of September 30): 6.92 million

– Total Value (as of September 30): $355.82 million

During the third quarter, Farallon Capital increased its stake in Broadcom Corporation (NASDAQ:BRCM) by around 1.30 million shares. Broadcom Corporation (NASDAQ:BRCM) is engaged in providing semiconductor solutions for wired and wireless communications. The strong third quarter results seem to have had a positive effect on the company’s stock, which is trading up by 23.54% year-to-date. The company posted income of $429 million compared to $98 million for the same year-ago quarter. However, its revenue fell by 3.2% to $2.19 billion. Broadcom Corporation (NASDAQ:BRCM) is another favorite stock of Viking Global, which owned 57 million shares of the company as of the end of September.

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#1 Time Warner Cable Inc (NYSE:TWC)

– Shares held (as of September 30): 3.38 million

– Total Value (as of September 30): $606.09 million

Time Warner Cable Inc (NYSE:TWC) is represented as Farallon Capital’s top holding, with the fund boosting its position by 1.16 million shares during the quarter. A total of 107 hedge funds tracked by Insider Monkey were holding Time Warner Cable Inc (NYSE:TWC) in their portfolios at the end of September, compared to 105 at the end of the second quarter, while the value of their collective positions rose to $16.2 billion, compared to $14.4 billion at the end of June. Time Warner Cable reported third quarter revenue of $4.74 billion, up by 3.6% year-over-year. Its profit, however, fell to $437 million, versus $499 million a year ago. Time Warner Cable Inc (NYSE:TWC)’s stock performance has been strong, with the stock trading up by 21.33% year-to-date. John Paulson’s Paulson & Co held 8.12 million shares of the company as of the end of the third quarter.

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Disclosure: None

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