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 27,796,270 $34.93 $970,923,712
SPW 6,265,940 $91.68 $574,461,380
MDLZ 15,189,135 $34.37 $522,050,570
HOLX 18,735,871 $24.94 $467,272,623
BG 5,400,840 $84.67 $457,289,123
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
10/24/2014 Lakeland Industries, Inc. LAKE Ancora Advisors, LLC 1.41% N/A $13.09 N/A $0.00 0%
10/24/2014 Agrium, Inc. AGU ValueAct Capital 5.7% N/A $92.82 N/A $86.36 7.5%
10/21/2014 Autobytel Inc. ABTL Ancora Advisors, LLC 4.76% N/A $9.00 N/A $8.88 1.4%
10/21/2014 NCR Corporation NCR MARCATO CAPITAL MANAGEMENT LLC 6.46% N/A $26.39 N/A $23.79 10.9%
10/20/2014 HERTZ GLOBAL HOLDINGS, Inc. HTZ JANA Partners 7% N/A $21.29 N/A $20.18 5.5%
10/17/2014 TG Therapeutics TGTX RA CAPITAL MANAGEMENT, LLC 8.3% N/A $10.89 N/A $0.00 0%
10/16/2014 umber Liquidators LL Point72 Asset Management, L.P. 5.2% N/A $48.94 N/A $58.47 -16.3%
10/14/2014 Wayfair W Viking Global Investors 12.6% N/A $25.16 N/A $25.98 -3.2%
10/14/2014 AEGERION PHARMA AEGR Point72 Asset Management, L.P. 5.2% N/A $30.66 N/A $28.86 6.2%
10/8/2014 RADIOSHACK CORP. RSH Litespeed Management LLC 8.8% N/A $0.97 N/A $0.00 0%