Whitworth's Relational Investors Shows New Stakes in Abercrombie (ANF), PepsiCo (PEP), Western Union (WU)

Ralph Whitworth's Relational Investors filed its 13F for the quarter ended March 31, 2012 after close Tuesday.

Notably the fund built a new stake in Abercrombie & Fitch Co. (NYSE: ANF), They also, for the first time, disclosed stakes in PepsiCo, Inc. (NYSE: PEP) and Western Union (NYSE: WU), although they held stakes in prior quarters but did not disclose it due to confidential treatment from the SEC, which has since expired.

New Stakes
Abercrombie & Fitch Co. (NYSE: ANF) new 2,088,227 share position

Raised Stakes
Ashland, Inc. (NYSE: ASH) raised from 995,167 shares to 1,743,525 shares
Assurant, Inc. (NYSE: AIZ) raised from 2,477,594 shares to 3,375,112 shares
Esterline Technologies Corp. (NYSE: ESL) raised from 1,500,037 shares to 1,528,037 shares
iShares Trust Russell MidCap Index Fund (NYSE: IWR) raised from 643,300 shares to 1,174,300 shares
Par Pharmaceutical Cos., Inc. (NYSE: PRX) raised from 3,178,229 shares to 3,535,967 shares
PepsiCo, Inc. (NYSE: PEP) raised from 4,763,315 shares to 8,980,787 shares (First time disclosed after confidential treatment expired)
PMC - Sierra, Inc. (NASDAQ: PMCS) raised from 11,495,777 shares to 17,847,255 shares *
Western Union (NYSE: WU) raised from 5,579,534 shares to 16,924,826 shares (First time disclosed after confidential treatment expired)
Unum Group (NYSE: UNM) raised from 12,543,241 shares to 13,117,762 shares

Lowered Stakes
Applied Materials, Inc. (NASDAQ: AMAT) lowered from 24,050,003 shares to 22,421,693 shares
Baxter International, Inc. (NYSE: BAX) lowered from 4,868,229 shares to 1,687,929 shares
Carters, Inc. (NYSE: CRI) lowered from 1,830,291 shares to 731,418 shares
Caterpillar, Inc. (NYSE: CAT) lowered from 3,448,374 shares to 3,220,907 shares
CVS Caremark (NYSE: CVS) lowered from 9,731,771 shares to 9,121,234 shares
Harman International Industries, Inc. (NYSE: HAR) lowered from 2,697,430 shares to 1,597,430 shares
Hewlett-Packard Company (NYSE: HPQ) lowered from 17,251,400 shares to 16,334,517 shares
Illinois Tool Works, Inc. (NYSE: ITW) lowered from 10,129,639 shares to 7,719,531 shares
Medtronic, Inc. (NYSE: MDT) lowered from 5,830,796 shares to 5,448,872 shares
MetLife, Inc. (NYSE: MET) lowered from 12,816,608 shares to 8,135,176 shares
Occidental Petroleum Corp. (NYSE: OXY) lowered from 6,291,787 shares to 5,977,630 shares
Quest Diagnostics, Inc. (NYSE: DGX) lowered from 5,497,883 shares to 4,185,447 shares
S&P DEP RECEIPTS (NYSE: SPY) lowered from 2,206,195 shares to 1,619,844 shares
Zimmer Holdings, Inc. (NYSE: ZMH) lowered from 4,509,307 shares to 4,203,482 shares

Liquidated Stakes
Ameriprise Financial (NYSE: AMP) liquidated
Freeport-McMoRan Copper & Gold (NYSE: FCX) liquidated
Intuit, Inc. (NASDAQ: INTU) liquidated
Babcock & Wilcox Co. (NYSE: BWC) liquidated

Maintained Stakes
Guaranty Bancorp (NASDAQ: GBNK) maintained 17,592,000 share stake

* Since the original filing these positions have been updated further.

---

Serious News for Serious Traders! Try StreetInsider.com Premium Free!

---

You May Also Be Interested In

• Fisker (FSR) files form 10-K, sees more job cuts, reiterates going concern doubts
• AZZ, Inc. (AZZ) Announces Proposed 4M Share Offering
• IBM (IBM) to Acquire HashiCorp (HCP) for $35/sh Cash or $6.4B