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Relational Investors LLC - Investor Profile
Primary Address: | Investor Information: | |
| 12400 High Bluff Drive | Total AUM ($MM): | Login to Access |
| San Diego, CA 92130 | Equity AUM ($MM): | Login to Access |
| Phone: Login to Access | Investment Style: | Login to Access |
| Fax: Login to Access | Orientation: | Login to Access |
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Institutional Investor Background
Relational Investors LLC is a privately owned investment fund specializing in strategic block investments. The firm was founded in 1996 by turnaround specialists and principals...
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Investor Regional and/or Country Focus: North America, United States
Founders and Key Executives of Relational Investors LLC: Ralph Whitworth; David Batchelder; John A. Sullivan; Henry Jay Winship; Kirt Karros; Glenn Welling; Frank Hurst
Entities related to Relational Investors LLC: Relational Investors Alpha Fund I LP; Relational Investors Mid Cap Fund; Relational Investors LP; Relational Investors IX LP
*Denotes that the person or entity is no longer related to the firm.
Relational Investors LLC's Top 10 Equity Holdings (as of 2011-06-30)
Relational Investors LLC's Top 10 Equity Holdings (as of 2011-06-30)
| Value | ||||
| Company (Ticker) | ($MM) | Shares | Change | % Out |
| CVS/Caremark Corp (CVS) | 741.26 | 19,724,972 | -442,000 | 1.44 |
| Occidental Petroleum Corp (OXY) | 689.55 | 6,627,731 | 491,552 | 0.82 |
| Intuit Inc (INTU) | 576.98 | 11,125,805 | -813,063 | 3.44 |
| L 3 Communications Holdings Inc (LLL) | 555.11 | 6,347,694 | 6,347,694 | 5.46 |
| Metlife Inc (MET) | 508.65 | 11,594,400 | 9,444,300 | 1.10 |
| Home Depot Inc (HD) | 415.14 | 11,461,744 | -32,021 | 0.71 |
| Unum Group (UNM) | 384.04 | 15,072,257 | 705,561 | 4.55 |
| Standard & Poors Depository Receipt Trust (SPY) | 342.49 | 2,595,195 | -484,100 | 0.33 |
| Lyondellbasell Industries N.v. (LYB) | 328.32 | 8,523,365 | -1,835 | 1.51 |
| Baxter International Inc (BAX) | 305.81 | 5,123,314 | -176,143 | 0.84 |
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Articles Related to Relational Investors LLC
2012 Preview - A Quiet(er) Year for Activist Investors? | ||
| Date: January 27th, 2012 | ||
| It seems a little quiet right now. Too quiet. Does this portend a less-contentious year for activist investors? Or just the calm before the storm? At... | ||
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Relational Investors and Ares Management to reduce Fees for CalPERS | ||
| Date: June 21st, 2010 | ||
| Ralph Whitworth’s activist focused Relational Investors LLC will join Ares Management LLC in reducing management fees to the California Public Employees... | ||
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Poison Pill Inventor praises Relational Investors | ||
| Date: February 4th, 2009 | ||
| Martin Lipton, founder of the “Poison Pill” and partner of Wachtell, Lipton, Rosen & Katz was keynote speaker at yesterday’s New York Bar Association... | ||
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Hedge funds adopting “operational activism” approach | ||
| Date: August 1st, 2008 | ||
| Activist hedge funds commonly focus on seeking leveraged buyouts, boosting dividends or buying back shares. However the current market climate has made... | ||
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