View Sample Report

Relational Investors LLC - Investor Profile


Primary Address:

Investor Information:

12400 High Bluff DriveTotal AUM ($MM):Login to Access
San Diego, CA 92130Equity AUM ($MM):Login to Access
Phone: Login to AccessInvestment Style:Login to Access
Fax: Login to AccessOrientation:Login to Access
Investor Type:Login to Access

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...

Login now or Register for a Free Account to access full Institutional Investor Background

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)


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

View Sample Report

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...

Login now or Register for a Free Account to access all Related Articles

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...

Login now or Register for a Free Account to access all Related Articles

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...

Login now or Register for a Free Account to access all Related Articles

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...

Login now or Register for a Free Account to access all Related Articles

Return to Free Hedge Fund Investor Directory