Major hedge fund Farallon Capital Management initiated a significant new position in The Walt Disney Company during the first quarter of 2026. The firm acquired 2.40 million shares of Disney, valued at approximately $231.47 million as of the end of the quarter.
This investment gave Farallon a 1.32% weighting in the entertainment company within its multi-billion dollar portfolio. The position was disclosed in a 13F filing on August 14, 2026, which details holdings as of March 31, 2026, reflecting a common delay in such public disclosures. No public comments from the fund regarding the investment's rationale have been noted.