Farallon Capital Amends Aramark Stake as of Dec 31, 2023

TL;DR

**Farallon Capital updated its Aramark stake, watch for ownership changes.**

AI Summary

Farallon Capital Partners, L.P. filed an amended SC 13G/A on February 6, 2024, indicating their ownership of Aramark's common stock as of December 31, 2023. This filing, an amendment to a previous Schedule 13G, signals a change in their beneficial ownership, which is important for investors to track as it can reflect a major institutional investor's evolving sentiment towards Aramark. This matters to current and potential shareholders because significant changes in institutional holdings can influence stock price and market perception.

Why It Matters

This filing shows an update to a major institutional investor's position in Aramark, which can signal their confidence or lack thereof in the company's future performance.

Risk Assessment

Risk Level: low — This is a routine amendment filing by an institutional investor, not indicating any immediate high-risk event for Aramark.

Analyst Insight

Investors should review the full SC 13G/A filing to understand the specific changes in Farallon Capital Partners, L.P.'s beneficial ownership of Aramark, as this could indicate a shift in a significant institutional investor's strategy or outlook on the company.

Key Players & Entities

• Farallon Capital Partners, L.P. (company) — the reporting person filing the SC 13G/A
• Aramark (company) — the subject company whose common stock is being reported
• December 31, 2023 (date) — the date of the event requiring the filing
• February 6, 2024 (date) — the filing date of the SC 13G/A

FAQ

Key Financial Figures

• $0.01 — ame of Issuer) Common Stock, Par Value $0.01 per share (Title of Class of Securitie

Filing Documents

• armk_13ga.htm (SC 13G/A) — 448KB
• 0000908834-24-000042.txt ( ) — 450KB

From the Filing

SC 13G/A 1 armk_13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) * Aramark (Name of Issuer) Common Stock, Par Value $0.01 per share (Title of Class of Securities) 03852U106 (Cusip Number) December 31, 2023 (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: Rule 13d-1(b) Rule 13d-1(c) Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). (Continued on following pages) Page 1 of 35 Pages Exhibit Index Found on Page 34 13G CUSIP No. 03852U106 1 NAMES OF REPORTING PERSONS Farallon Capital Partners, L.P. 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions) (a) [ ] (b) [ X ]** ** The reporting persons making this filing hold an aggregate of 16,899,254 Shares (as defined in Item 2), representing 6.4% of the class of securities. The reporting person on this cover page, however, is a beneficial owner only of the securities reported by it on this cover page. 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION California NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER -0- 6 SHARED VOTING POWER 927,431 7 SOLE DISPOSITIVE POWER -0- 8 SHARED DISPOSITIVE POWER 927,431 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 927,431 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) [ ] 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.4% 12 TYPE OF REPORTING PERSON (See Instructions) PN Page 2 of 35 Pages 13G CUSIP No. 03852U106 1 NAMES OF REPORTING PERSONS Farallon Capital Institutional Partners, L.P. 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions) (a) [ ] (b) [ X ]** ** The reporting persons making this filing hold an aggregate of 16,899,254 Shares (as defined in Item 2), representing 6.4% of the class of securities. The reporting person on this cover page, however, is a beneficial owner only of the securities reported by it on this cover page. 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION California NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER -0- 6 SHARED VOTING POWER 1,019,924 7 SOLE DISPOSITIVE POWER -0- 8 SHARED DISPOSITIVE POWER 1,019,924 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,019,924 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) [ ] 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.4% 12 TYPE OF REPORTING PERSON (See Instructions) PN Page 3 of 35 Pages 13G CUSIP No. 03852U106 1 NAMES OF REPORTING PERSONS Farallon Capital Institutional Partners II, L.P. 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions) (a) [ ] (b) [ X ]** ** The reporting persons making this filing hold an aggregate of 16,899,254 Shares (as defined in Item 2), representing 6.4% of the class of securities. The reporting person on this cover page, however, is a beneficial owner only of the securities reported by it on this cover page. 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION California NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5 SOLE VOTING POWER -0- 6 SHARED VOTING POWER 298,811 7 SOLE DISPOSITIVE POWER -0- 8 SHARED DISPOSITIVE POWER 298,811 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 298,811 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See Instructions) [ ] 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.1% 12 TYPE OF REPORTING PERSON (See Instructions) PN Page 4 of 35 Pages 13G CUSIP No. 03852U106 1 NAMES OF REPORTING PERSONS Farallon Capital Institutional Partners III, L.P. 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See Instructions) (a) [ ] (b) [ X ]** ** The reporting persons making this filing hold an aggregate of 16,899,254 Shares (as defined in Item 2), representing 6.4% of the class of securities. The reporting person on this cover page, however, is a beneficial owner only of the securities reported by it on this cover page. 3 SEC USE ONLY 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON W

View Full Filing

View this SC 13G/A filing on SEC EDGAR