13F-HR 1 t305600.txt NWQ 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 holding's entries Institutional Investment Manager Filing this Report: Name: NWQ INVESTMENT MANAGEMENT CO, LLC Address: 2049 Century Park East 16th Floor Los Angeles, CA 90067 13F File Number: 028-01474 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: Jon D. Bosse Title: Chief Investment Officer Phone: 310-712-4000 Signature, Place, and Date of Signing: Jon D. Bosse, Los Angeles, CA 8/14/2009 Report Type (Check only one.): [X ] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: Nuveen Investments, Inc. 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: 1 Form 13F Information Table Entry Total: 147 Form 13F Information Table Value Total: $14,799,681,030 List of Other Included Managers: No. 13F File Number Name 1 - 028-11405 -- Nuveen Investments, Inc.

TITLE OF SH NAME OF ISSUER CLASS CUSIP NO 13FValue Shares PRN INVT OTHER SOLE SHARED NONE ACERGY SA-SPON ADR ADR 00443E104 42,318,937 4,300,705 SH DEFINED 1 3,863,466 0 437,239 ACTEL CORP COM 004934105 16,360,246 1,524,720 SH DEFINED 1 1,237,120 0 287,600 AETNA INC COM 00817Y108 190,156,203 7,591,066 SH DEFINED 1 6,815,202 0 775,864 AGILENT TECHNOLOGIES INC COM 00846U101 290,496,164 14,303,110 SH DEFINED 1 12,416,337 0 1,886,773 ALBANY INTL CORP-CL A COM 012348108 11,829,846 1,030,065 SH DEFINED 1 838,415 0 191,650 ALLIED WORLD ASSURANCE CO COM G0219G203 4,815,694 117,945 SH DEFINED 1 113,495 0 4,450 AMGEN INC COM 031162100 486,229,389 9,184,537 SH DEFINED 1 8,041,617 0 1,142,920 ANGLOGOLD ASHANTI-SPON ADR ADR 035128206 505,418,506 13,797,939 SH DEFINED 1 12,197,241 0 1,600,698 ANNALY CAPITAL MANAGEMENT IN COM 035710409 308,504 19,600 SH DEFINED 1 19,600 0 0 AON CORP COM 037389103 349,951,179 9,240,855 SH DEFINED 1 8,131,217 0 1,109,638 APACHE CORP COM 037411105 530,156,396 7,347,975 SH DEFINED 1 6,462,916 0 885,059 APPROACH RESOURCES INC COM 03834A103 13,791,686 1,998,795 SH DEFINED 1 1,624,894 0 373,901 ARROW ELECTRONICS INC COM 042735100 20,035,543 943,293 SH DEFINED 1 916,593 0 26,700 ASPEN INSURANCE HOLDINGS LTD COM G05384105 18,943,583 847,967 SH DEFINED 1 688,717 0 159,250 ASSURANT INC COM 04621X108 35,157,380 1,459,418 SH DEFINED 1 1,313,718 0 145,700 AT&T INC COM 00206R102 214,679,427 8,642,489 SH DEFINED 1 7,448,117 0 1,194,372 AVNET INC COM 053807103 20,941,064 995,771 SH DEFINED 1 967,021 0 28,750 AVOCENT CORPORATION COM 053893103 42,492,453 3,043,872 SH DEFINED 1 2,731,472 0 312,400 BARCLAYS BK PLC BACR 6 5/8 PFD 06739F390 1,008,480 57,300 SH DEFINED 1 57,300 0 0 BARCLAYS BK PLC BACR 7.1 PFD 06739H776 915,000 50,000 SH DEFINED 1 50,000 0 0 BARCLAYS BK PLC BACR 8 1/8 PFD 06739H362 1,135,750 55,000 SH DEFINED 1 55,000 0 0 BARRICK GOLD CORP COM 067901108 514,485,459 15,334,887 SH DEFINED 1 13,540,257 0 1,794,630 BELDEN INC COM 077454106 17,525,007 1,046,688 SH DEFINED 1 906,138 0 140,550 BILL BARRETT CORP COM 06846N104 29,970,860 1,091,437 SH DEFINED 1 973,437 0 118,000 BJ SERVICES CO COM 055482103 4,452,112 325,752 SH DEFINED 1 318,252 0 7,500 BOB EVANS FARMS COM 096761101 10,615,205 369,353 SH DEFINED 1 299,057 0 70,296 BRISTOL-MYERS SQUIBB CO COM 110122108 8,235,705 405,500 SH DEFINED 1 405,500 0 0 BROCADE COMMUNICATIONS SYS COM 111621306 36,643,321 4,673,893 SH DEFINED 1 4,205,543 0 468,350 BUCKEYE TECHNOLOGIES INC COM 118255108 6,406,372 1,426,809 SH DEFINED 1 1,162,859 0 263,950 CA INC COM 12673P105 680,153,338 39,021,993 SH DEFINED 1 34,750,792 0 4,271,201 CANADIAN NATURAL RESOURCES COM 136385101 688,505 13,100 SH DEFINED 1 13,100 0 0 CARPENTER TECHNOLOGY COM 144285103 6,197,572 297,817 SH DEFINED 1 289,417 0 8,400 CARRIZO OIL & GAS INC COM 144577103 221,235 12,900 SH DEFINED 1 12,900 0 0 CASEYS GENERAL STORES INC COM 147528103 29,336,798 1,141,954 SH DEFINED 1 1,021,045 0 120,909 CATERPILLAR INC COM 149123101 3,558,408 107,700 SH DEFINED 1 107,700 0 0 CBS CORP-CLASS B NON VOTING COM 124857202 97,293,194 14,010,145 SH DEFINED 1 12,203,808 0 1,806,337 CF INDUSTRIES HOLDINGS INC COM 125269100 18,513,277 249,707 SH DEFINED 1 241,307 0 8,400 CIRCOR INTERNATIONAL INC COM 17273K109 25,049,313 1,060,962 SH DEFINED 1 953,062 0 107,900 COHERENT INC COM 192479103 17,854,616 863,376 SH DEFINED 1 838,976 0 24,400 COMCAST CORP-CL A COM 20030N101 543,696 37,600 SH DEFINED 1 37,600 0 0 COMCAST CORP-SPECIAL CL A COM 20030N200 196,024,094 13,902,418 SH DEFINED 1 12,142,796 0 1,759,622 CONOCOPHILLIPS COM 20825C104 96,334,350 2,290,403 SH DEFINED 1 1,999,867 0 290,536 CONTINENTAL RESOURCES COM 212015101 11,589,122 417,626 SH DEFINED 1 405,926 0 11,700 CVS CAREMARK CORP COM 126650100 45,714,455 1,434,404 SH DEFINED 1 1,147,934 0 286,470 DENBURY RESOURCES INC COM 247916208 16,083,171 1,091,865 SH DEFINED 1 1,060,115 0 31,750 ELIZABETH ARDEN INC COM 28660G106 37,525,390 4,298,441 SH DEFINED 1 3,880,092 0 418,349 ENERGIAS DE PORTUGAL-SP ADR ADR 268353109 3,627,679 92,600 SH DEFINED 1 92,600 0 0 ENI SPA-SPONSORED ADR ADR 26874R108 6,093,370 128,525 SH DEFINED 1 128,525 0 0 EOG RESOURCES INC COM 26875P101 180,001,041 2,650,192 SH DEFINED 1 2,330,809 0 319,383 EXXON MOBIL CORP COM 30231G102 4,108,471 58,768 SH DEFINED 1 58,768 0 0 FLAH & CRUM/CLAYMORE PFD S I MFO 338478100 1,678,400 160,000 SH DEFINED 1 160,000 0 0 GARDNER DENVER INC COM 365558105 15,729,010 624,911 SH DEFINED 1 607,361 0 17,550 GARMIN LTD COM G37260109 297,750 12,500 SH DEFINED 1 12,500 0 0 GENERAL CABLE CORP COM 369300108 20,646,602 549,404 SH DEFINED 1 487,454 0 61,950 GENERAL ELECTRIC CO COM 369604103 3,175,029 268,615 SH DEFINED 1 268,615 0 0 GENWORTH FINANCIAL INC-CL A COM 37247D106 202,252,064 28,934,487 SH DEFINED 1 25,712,545 0 3,221,942 GIBRALTAR INDUSTRIES INC COM 374689107 17,441,827 2,527,801 SH DEFINED 1 2,268,401 0 259,400 GLAXOSMITHKLINE PLC-SPON ADR ADR 37733W105 4,940,431 138,200 SH DEFINED 1 138,200 0 0 GOLFSMITH INTERNATIONAL HOLD COM 38168Y103 2,187,231 1,458,154 SH DEFINED 1 1,231,590 0 226,564 GRIFFON CORPORATION COM 398433102 41,514,462 4,989,719 SH DEFINED 1 4,483,548 0 506,171 HALLIBURTON CO COM 406216101 142,195,462 6,869,346 SH DEFINED 1 5,933,101 0 936,245 HANOVER INSURANCE GROUP INC/ COM 410867105 34,752,852 911,909 SH DEFINED 1 832,059 0 79,850 HARTFORD FINANCIAL SVCS GRP COM 416515104 130,208,330 10,944,527 SH DEFINED 1 9,667,461 0 1,277,066 HCC INSURANCE HOLDINGS INC COM 404132102 3,458,763 143,497 SH DEFINED 1 139,597 0 3,900 HESS CORP COM 42809H107 220,638,590 4,104,904 SH DEFINED 1 3,596,363 0 508,541 HOOKER FURNITURE CORP COM 439038100 11,991,354 1,044,543 SH DEFINED 1 847,806 0 196,737 HSBC HLDGS PLC HSBC 6.2 PFD 404280604 327,248 18,100 SH DEFINED 1 18,100 0 0 INGERSOLL-RAND CO LTD-CL A COM G4776G101 197,600,095 9,454,550 SH DEFINED 1 8,262,784 0 1,191,766 INTERPUBLIC GROUP OF COS INC COM 460690100 24,745,136 4,900,027 SH DEFINED 1 4,738,827 0 161,200 INTREPID POTASH INC COM 46121Y102 8,105,769 288,667 SH DEFINED 1 280,567 0 8,100 ISHARES IBOXX INV GR CORP BD ETF_FI 464287242 71,623,085 714,231 SH DEFINED 1 714,231 0 0 IVANHOE MINES LTD COM 46579N103 1,079,803 192,822 SH DEFINED 1 192,822 0 0 JPMORGAN CHASE & CO COM 46625H100 454,961,124 13,338,057 SH DEFINED 1 11,674,583 0 1,663,474 KADANT INC COM 48282T104 2,349,731 208,125 SH DEFINED 1 168,775 0 39,350 KEITHLEY INSTRUMENTS INC COM 487584104 6,733,780 1,683,445 SH DEFINED 1 1,334,780 0 348,665 KIMBERLY-CLARK CORP COM 494368103 338,064,460 6,411,898 SH DEFINED 1 5,557,810 0 854,088 KRAFT FOODS INC-CLASS A COM 50075N104 160,447,233 6,292,596 SH DEFINED 1 5,422,177 0 870,419 LINCOLN ELECTRIC HOLDINGS COM 533900106 16,743,588 461,805 SH DEFINED 1 413,605 0 48,200 LOCKHEED MARTIN CORP COM 539830109 351,531,575 4,358,730 SH DEFINED 1 3,874,565 0 484,165 LOEWS CORP COM 540424108 444,439,535 16,220,421 SH DEFINED 1 14,336,044 0 1,884,377 LORILLARD INC COM 544147101 189,346,602 2,793,959 SH DEFINED 1 2,508,364 0 285,595 MARTEN TRANSPORT LTD COM 573075108 9,366,808 451,195 SH DEFINED 1 367,020 0 84,175 MATTSON TECHNOLOGY INC COM 577223100 7,155,777 6,064,218 SH DEFINED 1 5,643,981 0 420,237 MERCK & CO. INC. COM 589331107 234,326,981 8,322,430 SH DEFINED 1 7,235,494 0 1,086,936 METLIFE INC COM 59156R108 284,575,107 9,482,676 SH DEFINED 1 8,159,680 0 1,322,996 MICROSOFT CORP COM 594918104 511,853,815 21,533,606 SH DEFINED 1 18,750,117 0 2,783,489 MIDDLEBY CORP COM 596278101 11,309,532 257,503 SH DEFINED 1 231,303 0 26,200 MOSAIC CO/THE COM 61945A107 103,914,687 2,345,704 SH DEFINED 1 1,993,926 0 351,778 MOTOROLA INC COM 620076109 617,643,010 93,158,825 SH DEFINED 1 82,736,449 0 10,422,376 NEWMONT MINING CORP COM 651639106 21,984,259 537,907 SH DEFINED 1 535,507 0 2,400 NOBLE ENERGY INC COM 655044105 644,755,277 10,933,615 SH DEFINED 1 9,669,318 0 1,264,297 NORTHROP GRUMMAN CORP COM 666807102 1,192,248 26,100 SH DEFINED 1 26,100 0 0 NRG ENERGY INC COM 629377508 274,353,120 10,568,302 SH DEFINED 1 9,311,160 0 1,257,142 Oil Services Holders Tr Put @ 105 Exp 10/17/09 EPO 6780028VA 1,370,000 100,000 SH DEFINED 1 100,000 0 0 OMNICARE INC COM 681904108 9,521,592 369,627 SH DEFINED 1 359,327 0 10,300 PACKAGING CORP OF AMERICA COM 695156109 53,713,733 3,292,233 SH DEFINED 1 3,111,183 0 181,050 PACWEST BANCORP COM 695263103 10,838,497 823,594 SH DEFINED 1 666,594 0 157,000 PEOPLES UNITED FINANCIAL COM 712704105 19,262,519 1,278,203 SH DEFINED 1 1,240,803 0 37,400 PERRIGO CO COM 714290103 10,881,620 391,707 SH DEFINED 1 380,657 0 11,050 PETROHAWK ENERGY CORP COM 716495106 314,430 14,100 SH DEFINED 1 14,100 0 0 PETROQUEST ENERGY INC COM 716748108 10,693,668 2,898,013 SH DEFINED 1 2,564,613 0 333,400 PFIZER INC COM 717081103 15,609,900 1,040,660 SH DEFINED 1 1,036,160 0 4,500 PHILIP MORRIS INTERNATIONAL COM 718172109 337,353,320 7,686,552 SH DEFINED 1 6,937,569 0 748,983 PITNEY BOWES INC COM 724479100 464,146,147 21,164,895 SH DEFINED 1 18,739,481 0 2,425,414 PMA CAPITAL CORPORATION-CL A COM 693419202 11,454,079 2,517,380 SH DEFINED 1 2,191,430 0 325,950 POSCO-ADR ADR 693483109 1,827,007 22,100 SH DEFINED 1 22,100 0 0 PROGRESS ENERGY INC-CVO COM 743263AA3 16,741 66,962 SH DEFINED 1 44,062 0 22,900 RAYTHEON COMPANY COM 755111507 380,816,283 8,571,152 SH DEFINED 1 7,685,164 0 885,988 RBC BEARINGS INC COM 75524B104 14,176,042 693,205 SH DEFINED 1 561,555 0 131,650 REDWOOD TRUST INC COM 758075402 41,028,923 2,748,338 SH DEFINED 1 2,656,538 0 91,800 REINSURANCE GROUP OF AMERICA COM 759351604 122,393,133 3,505,962 SH DEFINED 1 3,366,012 0 139,950 RELIANCE STEEL & ALUMINUM COM 759509102 15,391,549 400,926 SH DEFINED 1 388,526 0 12,400 ROYAL BK SCOTLND RBS 6.4 PFD 780097796 279,750 25,000 SH DEFINED 1 25,000 0 0 ROYAL BK SCOTLND RBS 6.6 PFD 780097739 1,120,000 100,000 SH DEFINED 1 100,000 0 0 ROYAL BK SCOTLND RBS 7 1/4 PFD 780097713 641,500 50,000 SH DEFINED 1 50,000 0 0 SANOFI-AVENTIS-ADR ADR 80105N105 314,622,086 10,668,772 SH DEFINED 1 9,384,386 0 1,284,386 SEPRACOR INC COM 817315104 89,120,005 5,139,562 SH DEFINED 1 4,829,462 0 310,100 SKILLED HEALTHCARE GROU-CL A COM 83066R107 4,318,913 575,855 SH DEFINED 1 466,216 0 109,639 SOUTHWESTERN ENERGY CO COM 845467109 644,910 16,600 SH DEFINED 1 16,600 0 0 ST MARY LAND & EXPLORATION CO COM 792228108 36,275,149 1,738,148 SH DEFINED 1 1,558,898 0 179,250 STANCORP FINANCIAL GROUP COM 852891100 33,248,351 1,159,287 SH DEFINED 1 1,045,387 0 113,900 STANDARD MICROSYSTEMS CORP COM 853626109 20,145,459 985,108 SH DEFINED 1 801,978 0 183,130 SUNCOR ENERGY INC COM 867229106 3,468,135 114,309 SH DEFINED 1 114,309 0 0 TALISMAN ENERGY INC COM 87425E103 231,660,906 16,211,400 SH DEFINED 1 14,280,373 0 1,931,027 TEMPLE-INLAND INC COM 879868107 14,587,118 1,111,823 SH DEFINED 1 999,473 0 112,350 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 11,478,941 742,013 SH DEFINED 1 600,363 0 141,650 TEXAS INSTRUMENTS INC COM 882508104 244,375 11,473 SH DEFINED 1 5,800 0 5,673 TEXTRON INC TXT 4 1/2 05/01/13 CONB 883203BN0 1,009,375 1,000,000 SH DEFINED 1 1,000,000 0 0 THOMPSON CREEK METALS CO INC COM 884768102 10,119,721 990,188 SH DEFINED 1 803,788 0 186,400 TIMKEN CO COM 887389104 39,724,579 2,325,795 SH DEFINED 1 2,253,245 0 72,550 TOTAL SA-SPON ADR ADR 89151E109 6,666,223 122,925 SH DEFINED 1 122,925 0 0 TOWER GROUP INC COM 891777104 36,806,800 1,485,343 SH DEFINED 1 1,339,443 0 145,900 TRANSATLANTIC HOLDINGS INC COM 893521104 18,783,555 433,500 SH DEFINED 1 411,700 0 21,800 TRAVELERS COS INC/THE COM 89417E109 28,025,806 682,890 SH DEFINED 1 668,951 0 13,939 UNION PACIFIC CORP COM 907818108 249,110,563 4,772,861 SH DEFINED 1 4,153,365 0 619,496 UNITED STATES STEEL CORP COM 912909108 74,228,192 2,076,894 SH DEFINED 1 1,603,683 0 473,211 UNUM GROUP COM 91529Y106 2,877,099 181,406 SH DEFINED 1 181,406 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 208,285,943 6,777,935 SH DEFINED 1 5,898,112 0 879,823 VIACOM INC-CLASS B COM 92553P201 604,559,316 26,632,569 SH DEFINED 1 23,476,092 0 3,156,477 WABCO HOLDINGS INC COM 92927K102 2,995,283 169,225 SH DEFINED 1 137,225 0 32,000 WARREN RESOURCES INC COM 93564A100 11,961,045 4,882,059 SH DEFINED 1 4,476,759 0 405,300 WAUSAU PAPER CORP COM 943315101 28,539,665 4,246,974 SH DEFINED 1 3,821,074 0 425,900 WELLS FARGO & CO COM 949746101 405,891,003 16,730,874 SH DEFINED 1 14,666,594 0 2,064,280 WESCO INTERNATIONAL INC COM 95082P105 14,561,962 581,548 SH DEFINED 1 567,048 0 14,500 WESTERN ALLIANCE BANCORP COM 957638109 5,837,557 853,444 SH DEFINED 1 691,094 0 162,350 WILLIS GROUP HOLDINGS LTD COM G96655108 6,046,338 233,234 SH DEFINED 1 226,734 0 6,500 YAMANA GOLD INC COM 98462Y100 15,362,117 1,736,672 SH DEFINED 1 1,687,222 0 49,450 14,799,681,030