Relational Investors discloses updated portfolio positions in 13F filing: Opens 4..1 mln share position in FAF, closes 4.7 mln share position in ITW
Highlights from 2014 Q1 filing as compared to 2013 Q4 filing:
- New positions in: GRA (~4.7 mln shares), FAF (~4.1 mln), BEAV (~3.7 mln), CLH (~3.0 mln)
- Increased positions in: IR (to ~8.0 mln shares from ~5.4 mln shares)
- Closed positions in: ITW (from ~4.7 mln shares), RPM (from ~1.3 mln)