Privately owned investment manager Jennison Associates LLC,  filed a new 13G disclosing ownership of 12,069,401 shares of LULU as of June 30th. This gives Jennison a 10.8% stake in the company and is an increase of 2,386,023 shares over what they reported on their 13F for March 31st.

From Yahoo! Finance, lululemon athletica inc., together with its subsidiaries, designs, manufactures, and distributes athletic apparel for women, men, and female youth.

Leon Cooperman and his Omega Charitable Partnership filed a new 13G disclosing ownership of 2,302,714 shares of REXI as of July 2nd. This gives Mr. Cooperman an 11% stake in the company.

From Yahoo! Finance, Resource America, Inc. operates as an asset management company.  The company, through its subsidiaries, operates in three segments: Financial Fund Management; Real Estate; and Equipment Finance.

SAC Capital Advisors, a hedge fund founded by Steven A. Cohen, filed a new 13G today disclosing ownership of 4,113,160 shares of ARO as of June 29th. This gives SAC Capital a 5.1% stake in the company and is an increase of 2,286,291 shares over what they reported on their 13F for March 31st.

From Yahoo! Finance, Aeropostale, together with its subsidiaries, operates as a mall-based specialty retailer of casual apparel and accessories.

Whalewisdom.com subscribers now have a new option for extracting 13F holdings data from the site: the CSV export module.   The module lets you download all 13F data for all time periods for an individual filer into either a single CSV file or separate CSV files per 13F quarter.

Look for the “Advanced Export” button when viewing a filer’s holdings:

The module also lets you customize the columns to include as well as which quarters you want.  You use the dialog below to schedule your export with the system.  When your export job is processed an email is sent to the address you specify.  The email will contain a link to download the data.  Data is automatically compressed into a zip file for quicker downloads.

Whalewisdom is looking to expand its offerings to subscribers.  If you can think of any of features you’d like added please send us a quick email or comment on this post.

Activist investment fund Relational Investors has amended its Q1 2012 13F to include a position in FLS.  They owned 2,065,605 shares of FLS on March 31st of this year.  Relational also filed a Schedule 13D today revealing that the position has gone up to 3,086,789 shares as of June 14th.  In the filing they also state that shares are undervalued and they

believe the Company’s share price does not adequately reflect the potential for significant earnings and cash flow growth.
The Reporting Persons believe improvements in a number of areas will further enhance the Company’s equity valuation. Since their initial investment in February 2012, the Reporting Persons have maintained a dialogue with the Company’s management and have presented their views and concerns regarding (i) strategic positioning, (ii) operational improvements, (iii) capital structure, and (iv) capital allocation. The Reporting Persons have recently intensified their communications around certain of these topics and believe the Company has taken, and will continue to take, actions to improve its performance in these areas.
Strategic Positioning
The Reporting Persons believe strategic investments made by the Company over the last three years to improve its high margin aftermarket product and service offerings are underappreciated. The Company’s aftermarket business represents 40% of total company revenues and has exhibited lower volatility and significantly higher margins than its original equipment revenues. The Reporting Persons believe the Company’s plan to expand its aftermarket presence will reinforce earnings growth stability and margin improvement. The Reporting Persons believe that the Company’s strategic position will enable it to capitalize on a recovery in its core end markets.

From Yahoo! Finance, Flowserve Corporation engages in the design, manufacture, distribution, and service of industrial flow management equipment.