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 $36.13 $976,325,455
HOLX 17,435,871 $30.37 $529,527,403
SPW 6,265,940 $83.57 $523,644,606
BG 4,946,670 $89.53 $442,875,366
MDLZ 12,468,076 $35.24 $439,374,999
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
1/20/2015 INSPERITY, Inc. NSP Starboard Value LP 13.2% N/A $41.94 N/A $0.00 0%
1/20/2015 Baker Hughes Inc BHI ValueAct Capital 5.1% N/A $57.99 N/A $56.56 2.5%
1/9/2015 CHENIERE ENERGY, Inc. LNG Baupost Group 10.01% N/A $71.38 N/A $0.00 0%
1/9/2015 AVEO PHARMA AVEO Baupost Group 0% N/A $0.95 N/A $0.00 0%
1/8/2015 OXIGENE OXGN Saba Capital Management, L.P. 9.99% N/A $1.58 N/A $0.00 0%
1/8/2015 Shutterfly, Inc. SFLY Point72 Asset Management, L.P. 6.3% N/A $43.87 N/A $40.35 8.7%
1/5/2015 POST PROPERTIES, Inc. PPS APG Asset Management US Inc. 5.1% N/A $60.75 N/A $0.00 0%
12/31/2014 Green Plains Renewable Energy, Inc. GPRE Tourbillon Capital Partners LP 10.2% N/A $23.41 N/A $0.00 0%
12/29/2014 Avis Budget Group, Inc. CAR Viking Global Investors 5% N/A $57.31 N/A $66.43 -13.7%
12/29/2014 Oasis Petroleum OAS SPO ADVISORY CORP 7.9% N/A $13.44 N/A $16.34 -17.7%