COMDISCO INC (CDO)
I find it interesting to note that Goldman, and Fidelity
were increasing their stakes in Comdisco.
Comdisco's management owns 31% of the company.
And more importantly - advalorem has been increasing his stake! :)
Institution Current Position Net Chg in Position Mkt. Cap % of Outs. Shares % of Portfolio Report Date
IRIDIAN ASSET MANAGEMENT LLC/CT
8,154,600 130,400 359,821,725 5.345% 4.546% 03/31/2000
SELIGMAN J & W & CO INC /NY/
3,085,825 1,467,750 136,162,028 2.022% 0.438% 03/31/2000
FMR CORP
2,790,430 2,444,200 123,127,724 28.422% 0.020% 03/31/2000
BARCLAYS GLOBAL INVESTORS NA /CA/
2,157,868 171,298 95,215,926 1.414% 0.022% 03/31/2000
MUNDER CAPITAL MANAGEMENT /ADV
2,002,000 823,100 88,338,250 1.312% 0.622% 03/31/2000
GREENE DAVID J & CO LLC
1,804,870 -1,616,432 79,639,889 1.183% 5.062 03/31/2000
CITIGROUP INC
1,779,906 100,370 78,538,352 1.167% 0.042% 03/31/2000
WELLINGTON MANAGEMENT CO LLP
1,603,900 -1,120,900 70,772,088 1.051% 0.052% 03/31/2000
NICHOLAS APPLEGATE CAPITAL MANAGEMENT
1,505,450 1,497,050 66,427,981 0.987% 0.163% 03/31/2000
GOLDMAN SACHS GROUP INC
1,367,850 1,139,000 60,356,381 0.897% 0.066% 03/31/2000
STATE STREET CORP
1,226,065 333,950 54,100,118 0.804% 0.017% 03/31/2000
CRAMER ROSENTHAL MCGLYNN LLC /ADV
1,159,206 -54,050 51,149,965 0.760% 1.874% 03/31/2000
NEW YORK STATE COMMON RETIREMENT FUND
1,107,910 1,000 48,886,529 0.726% 0.085% 03/31/2000
MELLON BANK N A
1,018,012 621,281 44,919,780 0.667% 0.023% 03/31/2000
GENERAL ELECTRIC INVESTMENT CORP
975,000 -100,910 43,021,875 0.639% 0.148% 03/31/2000
BESSEMER GROUP INC
918,876 139,143 40,545,404 0.602% 0.284% 03/31/2000
KINETICS ASSET MANAGEMENT INC
902,500 -22,500 39,822,813 6.406% 2.744% 03/31/2000
GENDELL JEFFREY L
839,400 -186,200 37,038,525 0.550% 5.881% 03/31/2000
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYST
799,100 0 35,260,288 0.524% 0.053% 03/31/2000
BRINSON PARTNERS INC/IL
797,900 205,900 35,207,338 0.523% 0.148% 03/31/2000
DENVER INVESTMENT ADVISORS LLC
785,200 785,200 34,646,950 0.515% 0.545% 03/31/2000
REED CONNER & BIRDWELL INC
761,350 -62,500 33,594,569 0.499% 4.110% 03/31/2000
TAUNUS CORP
747,427 -22,011 32,980,216 0.490% 0.016% 03/31/2000
VANGUARD GROUP INC
723,441 160,935 31,921,834 0.474% 0.015% 03/31/2000
UNIONBANCAL CORP
709,393 130,940 31,301,966 0.465% 0.485% 03/31/2000
COOPERMAN LEON G
688,700 -2,200 30,388,888 0.451% 1.171% 03/31/2000
ARNHOLD & S BLEICHROEDER INC
679,100 17,700 29,965,288 0.445% 0.823% 03/31/2000
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
669,481 154,300 29,540,849 0.439% 0.062% 03/31/2000
BANK ONE CORP/
644,966 -43,385 28,459,125 0.423% 0.057% 03/31/2000
BURRIDGE GROUP LLC/IL
615,978 -79,027 27,180,029 0.404% 1.264% 03/31/2000
NEUBERGER BERMAN LLC
607,600 -194,400 26,810,350 0.398% 0.066% 03/31/2000
TEACHER RETIREMENT SYSTEM OF TEXAS
589,000 91,000 25,989,625 0.386% 0.045% 03/31/2000
TIAA CREF INVESTMENT MANAGEMENT LLC
585,515 199,500 25,835,849 0.384% 0.018% 03/31/2000
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 563,940 -1,400 24,883,853 0.370% 0.139% 03/31/2000
INVESCO FUNDS GROUP INC
561,500 561,500 24,776,188 0.368% 0.066% 03/31/2000
STATE OF WISCONSIN INVESTMENT BOARD
533,900 504,000 23,558,338 0.350% 0.203% 03/31/2000
MORGAN STANLEY DEAN WITTER & CO
511,124 44,996 22,553,347 0.335% 0.012% 03/31/2000
NORTHERN TRUST CORP
479,847 10,167 21,173,249 0.314% 0.021% 03/31/2000
TUDOR INVESTMENT CORP ET AL
458,700 -1,083,090 20,240,138 0.301% 0.539% 03/31/2000
HENDERSON INVESTORS LTD
399,900 3,700 17,645,588 0.262% 0.374% 06/30/1999
PRINCIPAL LIFE INSURANCE CO
358,773 2,335 15,830,859 0.235% 0.058% 03/31/2000
AXA FINANCIAL INC
350,865 -365,445 15,481,918 0.230% 0.006% 03/31/2000
OAK RIDGE INVESTMENTS LLC /ADV
349,851 28,092 15,437,175 0.229% 3.193% 03/31/2000
MERRILL LYNCH & CO INC
345,799 267,111 15,258,381 0.227% 0.041% 03/31/2000
SECURITY MANAGEMENT CO LLC /KS/
344,500 -30,000 15,201,063 0.226% 0.287% 03/31/2000
MCDONALD & CO SECURITIES INC
339,984 -118,181 15,001,794 0.223% 0.482% 03/31/2000
NEW YORK LIFE INSURANCE CO
332,284 -175,828 14,662,032 0.218% 0.169% 03/31/2000
PALISADE CAPITAL MANAGEMENT LLC
318,450 -821,000 14,051,606 0.209% 0.664% 03/31/2000
SYMPHONY ASSET MANAGEMENT LLC
304,200 284,100 13,422,825 0.199% 0.534% 03/31/2000
STATE TEACHERS RETIREMENT SYSTEM OF OHIO
298,400 -158,700 13,166,900 0.196% 0.040% 03/31/2000 |
