13F-HR 1 a2194103z13f-hr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2009 ----------------------- Check Here if Amendment / /; Amendment Number: --------- This Amendment (Check only one.): / / is a restatement. / / adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Relational Investors LLC --------------------------------- Address: 12400 High Bluff Drive, Suite 600 --------------------------------- San Diego, CA 92130 --------------------------------- Form 13F File Number: 028-06854 ------------------------ The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jay N. Sitlani ------------------------------- Title: Director of Operations ------------------------------- Phone: 858-704-3336 ------------------------------- Signature, Place, and Date of Signing: /s/ J. SITLANI San Diego California 8/13/09 ------------------------------- ----------------- ------------- [Signature] [City, State] [Date] Report Type (Check only one.): /X/ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) / / 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) / / 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 -------------------- Form 13F Information Table Entry Total: 25 -------------------- Form 13F Information Table Value Total: $ 4,807,209 -------------------- (thousands) Confidential information has been omitted from the public Form 13F and filed separately with the Commission. List of Other Included Managers: NONE FORM 13F INFORMATION TABLE
TITLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------------ -------- -------- -------- ------- --- ---- ------- -------- ----------- ------ ---- National Semiconductor Corp. COM 637640103 $268,757 21,414,927 SH SOLE 21,414,927 Baxter International Inc. COM 071813109 $772,157 14,579,999 SH SOLE 14,579,999 Unum Group COM 91529Y106 $278,294 17,546,885 SH SOLE 17,546,885 The Home Depot, Inc. COM 437076102 $639,745 27,073,432 SH SOLE 27,073,432 The Home Depot, Inc. COM 437076102 $212,324 8,985,337 SH OTHER 8,985,337 Harman International Industries Inc. COM 413086109 $ 56,404 3,000,200 SH SOLE 3,000,200 Charles River Lab. Intl. Inc. COM 159864107 $ 27,478 814,150 SH SOLE 814,150 Precision Castparts Corp. COM 740189105 $329,476 4,511,510 SH SOLE 4,511,510 Yahoo! Inc. COM 984332106 $323,489 20,657,006 SH SOLE 20,657,006 Plantronics, Inc. COM 727493108 $ 37,552 1,985,802 SH SOLE 1,985,802 Zebra Technologies Corp. COM 989207105 $ 26,497 1,119,900 SH SOLE 1,119,900 Genzyme Corporation COM 372917104 $381,679 6,856,100 SH SOLE 6,856,100 International Rectifier Corp. COM 460254105 $ 32,940 2,224,200 SH SOLE 2,224,200 SPDR Trust Series 1 COM 78462F103 $222,167 2,416,175 SH SOLE 2,416,175 Burlington Northern Santa Fe Corp. COM 12189T104 $254,586 3,461,865 SH SOLE 3,461,865 Time Warner Inc. COM 887317303 $ 99,143 3,935,803 SH SOLE 3,935,803 Prudential Financial, Inc. COM 744320102 $ 74,447 2,000,200 SH SOLE 2,000,200 Freeport-McMoRan Copper & Gold Inc. COM 35671D857 $ 34,803 694,530 SH SOLE 694,530 Occidental Petroleum Corporation COM 674599105 $417,133 6,338,441 SH SOLE 6,338,441 MetLife, Inc. COM 59156R108 $115,995 3,865,200 SH SOLE 3,865,200 Gildan Activewear Inc. COM 375916103 $ 59,684 4,032,700 SH SOLE 4,032,700 Ameriprise Financial, Inc. COM 03076C106 $ 51,394 2,117,600 SH SOLE 2,117,600 Cliffs Natural Resources Inc. COM 18683K101 $ 27,901 1,140,200 SH SOLE 1,140,200 iShares Russell Midcap Value Index COM 464287473 $ 7,265 250,700 SH SOLE 250,700 AGCO Corporation COM 001084102 $ 55,899 1,922,900 SH SOLE 1,922,900
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