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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 30, 1999
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: 11975 El Camino Real, Suite 300
San Diego, CA 92130
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.
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Person Signing this Report on Behalf of Reporting Manager:
Name: Jay Sitlani
Title: CFO
Phone: 858-704-3336
Signature, Place, and Date of Signing:
/s/ J. SITLANI San Diego, California 11/11/99
Report Type (Check only one.):
[ X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
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
Form 13F Information Table Entry Total: 20
Form 13F Information Table Value Total: $447,922
List of Other Included Managers:
NONE
FORM 13F INFORMATION TABLE
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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
- -------------------- --------- --------- -------- -------- --- ---- ------- -------- ------ ------- ----
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
Apria Healthcare Group Inc. COM 037933108 $181,965 10,863,600 SH SOLE 10,863,600
Nuevo Energy Co. COM 670509108 $ 33,022 1,914,300 SH SOLE 1,914,300
Tektronix, Inc. COM 879131100 $156,579 4,674,000 SH SOLE 4,674,000
Waste Management, Inc. COM 94106L109 $ 22,831 1,186,000 SH SOLE 1,186,000
ICN Pharmaceuticals, Inc. COM 448924100 $ 26,880 1,563,900 SH SOLE 1,563,390
Reynolds Metals Company COM 761763101 $ 13,246 219,400 SH SOLE 219,400
CMP Group Inc. COM 125887109 $ 264 10,000 SH SOLE 10,000
CORT Business Services Corp. COM 220493100 $ 923 39,900 SH SOLE 39,900
Empire District Electric Co. COM 291641108 $ 895 35,000 SH SOLE 35,000
HCIA Inc. COM 403908106 $ 830 80,000 SH SOLE 80,000
Long Beach Financial Corp. COM 542446109 $ 1,905 120,000 SH SOLE 120,000
Orion Capital Corporation COM 686268103 $ 1,895 40,000 SH SOLE 40,000
O'Sullivan Industries Holdings COM 688609106 $ 1,050 70,000 SH SOLE 70,000
Pioneer Hi-Bred International COM 723686101 $ 1,191 30,000 SH SOLE 30,000
Physicians' Specialty Corp. COM 718934102 $ 503 50,000 SH SOLE 50,000
Republic New York Corp. COM 760719104 $ 614 10,000 SH SOLE 10,000
Southwest Gas Corporation COM 844895102 $ 943 35,000 SH SOLE 35,000
St. Joseph Light & Power Co. COM 790654107 $ 549 26,600 SH SOLE 26,600
Sunstone Hotel Investors, Inc. COM 867933103 $ 875 100,000 SH SOLE 100,000
Viasoft Inc. COM 92552U102 $ 962 111,900 SH SOLE 111,900
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