UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
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Check Here if Amendment / /; Amendment Number:
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This Amendment (Check only one.): / / is a restatement.
/ / adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Relational Investors LLC
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Address: 12400 High Bluff Drive, Suite 600
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San Diego, CA 92130
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Form 13F File Number: 028-06854
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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
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Title: Director of Operations
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Phone: 858-704-3336
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Signature, Place, and Date of Signing:
/s/ J. SITLANI San Diego, California 05/15/13
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[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.
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
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Form 13F Information Table Entry Total: 20
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Form 13F Information Table Value Total: $ 5,200,641
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(thousands)
Confidential information has been omitted from the public Form 13F and filed
separately with the Commission.
List of Other Included Managers:
NONE
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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
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Harman International Industries Inc. COM 413086109 $ 20,415 457,430 SH SOLE 457,430
Ingersoll-Rand Public Limited Company COM G47791101 $515,343 9,368,172 SH SOLE 9,368,172
SPDR S&P 500 ETF Trust COM 78462F103 $276,922 1,768,902 SH SOLE 1,768,902
SPDR S&P MidCap 400 ETF Trust COM 78467Y107 $172,086 820,552 SH SOLE 820,552
Esterline Technologies Corp. COM 297425100 $177,005 2,338,237 SH SOLE 2,338,237
Mondelez International, Inc. COM 609207105 $329,400 10,761,198 SH SOLE 10,761,198
Tyco International Ltd. COM H89128104 $101,606 3,175,200 SH SOLE 3,175,200
PMC-Sierra, Inc. COM 69344F106 $121,183 17,847,255 SH SOLE 17,847,255
Jos. A. Bank Clothiers, Inc. COM 480838101 $ 29,929 750,100 SH SOLE 750,100
iShares Russell Midcap Value Index COM 464287473 $ 3,933 69,000 SH SOLE 69,000
Medtronic, Inc. COM 585055106 $171,280 3,647,369 SH SOLE 3,647,369
CVS Caremark Corporation COM 126650100 $ 51,180 930,718 SH SOLE 930,718
The Timken Company COM 887389104 $374,364 6,616,543 SH SOLE 6,616,543
Illinois Tool Works Inc. COM 452308109 $610,101 10,011,507 SH SOLE 10,011,507
Hess Corporation COM 42809H107 $655,749 9,157,227 SH SOLE 9,157,227
Ashland Inc. COM 044209104 $129,544 1,743,525 SH SOLE 1,743,525
Guaranty Bancorp COM 40075T102 $ 36,943 17,592,000 SH SOLE 17,592,000
Quest Diagnostics Incorporated COM 74834L100 $233,089 4,129,115 SH SOLE 4,129,115
Hewlett-Packard Company COM 428236103 $823,303 34,534,517 SH SOLE 34,534,517
SPX Corporation COM 784635104 $367,266 4,651,287 SH SOLE 4,651,287
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