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
HPQ 27,022,570 $38.65 $1,044,422,331
SPW 6,265,940 $80.04 $501,525,838
HOLX 17,435,871 $26.37 $459,783,919
MDLZ 12,468,076 $36.00 $448,850,736
BG 4,946,670 $90.40 $447,178,968
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
12/12/2014 PENNSYLVANIA REAL ESTATE INVESTMENT TRUST PEI Carlson Capital Management 4.9% N/A $22.58 N/A $0.00 0%
12/2/2014 Catyalyst Pharmaceutical Partners, Inc. CPRX Point72 Asset Management, L.P. 5.1% N/A $2.88 N/A $2.74 5.1%
11/18/2014 Popeyes Louisiana Kitchen PLKI RED MOUNTAIN CAPITAL PARTNERS LLC 5.1% N/A $54.61 N/A $51.55 5.9%
12/11/2014 C&J Energy Services CJES Citadel 5.12% N/A $13.25 N/A $12.46 6.3%
12/11/2014 Francesca's FRAN Citadel 5.3% N/A $16.18 N/A $15.16 6.7%
12/8/2014 WIX.COM WIX STEADFAST CAPITAL MANAGEMENT LP 6.3% N/A $19.90 N/A $21.47 -7.3%
11/24/2014 LSB INDUSTRIES, Inc. LXU Starboard Value LP 7.21% N/A $30.77 N/A $0.00 0%
12/1/2014 PHH CORPORATION PHH Glenview Capital 7.6% N/A $23.45 N/A $23.15 1.3%
11/26/2014 Summit Financial Group, Inc. SMMF CASTLE CREEK CAPITAL PARTNERS IV, LP 9.9% N/A $11.30 N/A $0.00 0%
12/2/2014 Amedisys, Inc. AMED NORTH TIDE CAPITAL, LLC 12% N/A $27.67 N/A $25.61 8%