SCHEDULE: Farallon Funds Disclose 4.9% Stake in Aramark

Farallon Capital and its affiliates have disclosed a collective beneficial ownership of 4.9% in Aramark's common stock as of June 30, 2025.

Summary

• Farallon Capital Partners, L.P. and its affiliated funds, including Farallon Capital Institutional Partners, Farallon Capital Offshore Investors II, and Farallon Equity Partners Master, collectively hold significant beneficial ownership in Aramark.
• The aggregate beneficial ownership by Farallon Partners, L.L.C., which is the general partner for most Farallon Funds, stands at 12,647,640 shares, representing 4.8% of Aramark's common stock.
• Several individual managing members and senior managing members of Farallon's general partners, including Joshua J. Dapice, Philip D. Dreyfuss, Hannah E. Dunn, and others, are deemed to beneficially own 12,899,701 shares, equating to 4.9% of the class.
• The filing is an Amendment No. 2 to a previous Schedule 13G, indicating an update to their beneficial ownership position.
• The reporting persons disclaim any beneficial ownership of the shares beyond what is reported on their respective cover pages.

Sentiment

Score: 5

Explanation: The filing is a factual disclosure of beneficial ownership, providing no positive or negative operational or financial news. The sentiment is neutral.

Risks

• The reporting persons disclaim that the securities were acquired or are held for the purpose or effect of changing or influencing the control of Aramark, except for activities solely in connection with a nomination under Rule 240.14a-11.

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding Aramark's operations or financial performance.

Industry Context

This filing reflects a passive investment position by a prominent investment firm in a leading food services and facilities management company. Such disclosures are routine for institutional investors crossing certain ownership thresholds and do not inherently indicate a change in industry trends or competitive landscape.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership in Aramark's common stock.

Key Dates

Keywords

Aramark, Farallon Capital, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, SEC Filing