Relational Investors LLC
Relational Investors LLC's Portfolio
Last Updated on 8/12/08 @ 05:45pm
| Ticker | # of Shares | Price | Value | |
|---|---|---|---|---|
| BAX | 20,606,402 | $55.12 | $1,135,824,879 | |
| HD | 36,651,483 | $26.08 | $955,870,677 | |
| UNM | 35,963,030 | $19.53 | $702,357,976 | |
| NSM | 39,053,327 | $13.19 | $515,113,384 | |
| SPY | 4,450,228 | $107.13 | $476,752,926 | |
| PRU | 7,904,615 | $45.38 | $358,711,429 | |
| COF | 7,048,848 | $37.67 | $265,530,105 | |
| S | 53,076,834 | $2.85 | $151,268,977 | |
| SOV | 30,244,832 | $2.47 | $74,704,736 | |
| View Additional Portfolio Information » | ||||
Relational Investors LLC is a San Diego based investment adviser founded in 1996 by Ralph V. Whitworth and David H. Batchelder. The firm invests in the common stock of U.S. listed companies with market capitalizations over $5 billion that it believes are undervalued in the marketplace. The firm is not a hedge fund, nor does it manage hedge funds, instead the firm manages some of the largest pension funds in the world. Relational manages $7.1 billion and since its inception, has outperformed the S&P 500 cumulative Total Return Index.
Relational Investors takes large concentrated positions. They currently own large stakes in Baxter Intl (NYSE: BAX), Home Depot (NYSE: HD) and Sprint Nextel (NYSE: S), among others.
David Batchelder Nominated for Election at 2009 Annual Meeting MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)-- Intuit Inc. (Nasdaq: INTU) announced today that David Batchelder will be added to the board of directors' slate of nominees standing for election at the company's 2009 annual stockholders meeting. The other nominees, all of whom currently serve on Intuit's board, are: Christopher W. Brody, William V. Campbell, Scott D. Cook, Diane B. Greene, Michael R. Hallman, Edward A. Kangas, Suzanne Nora Johnson, Dennis D. Powell, Stratton D. Sclavos and Brad D. Smith. ...
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=6485094
Relational Investors LLC issued their 13F for the quarter ended March 31, 2009. The firm raised their stakes in Genzyme (Nasdaq: GENZ) pretty significantly, and showed new stakes in Occidental Petroleum (NYSE: OXY) and Freeport-McMoRan (NYSE: FCX). Home Depot (NYSE: HD) remains their ...
Ralph Whitworth and David Batchelder's Relational Investors released their 13F for the quarter ended December 31, 2008, and, maybe more interesting, the firm disclosed some new holdings they held in the third quarter which they were hiding due to "confidential treatment" with the SEC. That confidential treatment has now expired.
The new "confidential" positions were Plantronics, Inc. (Nasdaq: PLAB) (1.99M shares), Burlington Northern Santa (NYSE: BNI) (1.17M shares), Genzyme (Nasdaq: GENZ) (1.27M shares) and Zebra Technologies Corp ...
Ralph Whitworth and David Batchelder's Relational Investors LLC released their new 13F filing for the quarter ended September 30, 2008. Below is a summary:
New Stakes:
Schering-Plough Corp. (NYSE: SGP) 5,118,000 shares
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Relational Investors Shows New Stakes In Yahoo! (YHOO) and Sun Microsystems (JAVA)
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Sovereign Bancorp (SOV) Appoints Paul A. Perrault President and Chief Executive Officer
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Home Depot (HD) Director Batchelder of Relational Investors Buys Another 1M+ Shares
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Sovereign Bancorp (SOV) Director Whitworth of Relational Investors Buys 22M Shares
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Relational Investors' Batchelder Buys Another 1.1M Shares of Home Depot (HD)
