Hedge Fund Insider


Highlighted Trade

In a 13D filing 6/25/12 on Flowserve Corp. (NYSE: FLS), Ralph Whitworth's Relational Investors disclosed a 5.65%, or 3,086,789 share, stake in the company. This is up 49.44% from the 2,065,605 shares held at the end of the latest quarter ending March 31, 2012.

The firm said they believe the shares are undervalued and does not adequately reflect the potential for significant 
earnings and cash flow growth. They said improvements in a number of areas will... CONTINUE

Relational Investors LLC

Top Holdings

Ticker # of Shares Price Value
MDLZ 12,468,076 $39.97 $498,348,998
HOLX 12,968,332 $34.81 $451,427,637
BG 4,946,670 $90.40 $447,178,968
ESL 2,478,543 $111.07 $275,291,772
PMCS 22,807,519 $8.46 $192,951,611
View Additional Portfolio Information »
http://www.rillc.com/ 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. Relational manages $7.1 billion and since its inception, has outperformed the S&P 500 cumulative Total Return Index.

Relational Investors LLC seeks to produce superior returns by using its combination of capital and experience to influence the direction of its portfolio companies.

Relational Investors LLC's biggest stock positions at the end of 2010 were Genzyme (Nasdaq: GENZ), CVS Caremark (NYSE; CVS), Intuit (Nasdaq: INTU) and Occidental Petroleum (NYSE: OXY).  Genzyme was acquired in early 2011.

Notable Hedge Fund Trades

Date Company Ticker Fund % Base Price Current Gain Disclosed $ Gain Since Disclosed
5/15/2015 Avis Budget Group, Inc. CAR Viking Global Investors 4.2% N/A $52.45 N/A $0.00 0%
5/18/2015 Standard Pacific SPF Citadel 5% N/A $8.16 N/A $8.30 -1.7%
5/26/2015 YELP, Inc. YELP EMINENCE CAPITAL LLC 5.1% N/A $46.34 N/A $0.00 0%
5/18/2015 Bloomin' Brands BLMN Point72 Asset 5.1% N/A $22.65 N/A $22.34 1.4%
5/19/2015 Key Energy Services KEG Citadel 5.2% N/A $2.27 N/A $2.55 -11%
5/18/2015 Finish Line FINL Citadel 5.2% N/A $25.81 N/A $25.79 0.1%
5/21/2015 Iconix Brand Group, Inc. ICON Luxor Capital Group, LP 5.3% N/A $25.98 N/A $26.51 -2%
5/18/2015 Twenty-First Century Fox FOXA ValueAct Capital 5.5% N/A $33.94 N/A $33.68 0.8%
5/21/2015 Fenix Parts FENX Citadel 6.9% N/A $10.28 N/A $9.07 13.3%
5/20/2015 BioDelivery Sciences BDSI Broadfin Capital 7.3% N/A $7.97 N/A $8.23 -3.2%