General Counsel and Chief Compliance Officer

0001033427-14-000039.txt : 20141107 0001033427-14-000039.hdr.sgml : 20141107 20141107130838 ACCESSION NUMBER: 0001033427-14-000039 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141107 DATE AS OF CHANGE: 20141107 EFFECTIVENESS DATE: 20141107 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IRIDIAN ASSET MANAGEMENT LLC/CT CENTRAL INDEX KEY: 0001033427 IRS NUMBER: 061439577 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06008 FILM NUMBER: 141203741 BUSINESS ADDRESS: STREET 1: 276 POST ROAD WEST CITY: WESTPORT STATE: CT ZIP: 06880-4704 BUSINESS PHONE: 2033417800 MAIL ADDRESS: STREET 1: 276 POST ROAD WEST CITY: WESTPORT STATE: CT ZIP: 06880-4704 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001033427 XXXXXXXX 09-30-2014 09-30-2014 IRIDIAN ASSET MANAGEMENT LLC/CT

276 POST ROAD WEST WESTPORT CT 06880-4704

13F COMBINATION REPORT 028-06008 028-11953 First Eagle Investment Management, LLC 028-12592 Bank of New York Mellon Corp N Lane Bucklan General Counsel and Chief Compliance Officer 203-341-7800 Lane Bucklan westport CT 11-07-2014 0 107 9702836 false INFORMATION TABLE 2 Iridian13f.xml IRIDIAN ASSET MANAGEMENT LLC FORM 13F-HR SEPTEMBER 30, 2014 Alere Inc. COM 01449J105 64151 1654226 SH SOLE NONE 1340722 0 313504 Alliant Techsystems Inc COM 018804104 82216 644127 SH SOLE NONE 529431 0 114696 Allscripts Healthcare Solutions Inc COM 01988P108 213 15900 SH SOLE NONE 15900 0 0 Altera Corp. COM 021441100 103497 2892596 SH SOLE NONE 2332990 0 559606 American National Insurance Co COM 028591105 233 2075 SH SOLE NONE 2075 0 0 Anadigics Inc. COM 032515108 103 152380 SH SOLE NONE 152380 0 0 AngioDynamics Inc COM 03475V101 222 16210 SH SOLE NONE 16210 0 0 AOL Inc COM 00184X105 201474 4482188 SH SOLE NONE 3618130 0 864058 Atlantic Coast Financial Corp COM 048426100 190 46510 SH SOLE NONE 46510 0 0 Atlas Energy LP COM 04930A104 3072 69809 SH SOLE NONE 69809 0 0 AutoZone Inc COM 053332102 226238 443899 SH SOLE NONE 360216 0 83683 AV Homes Inc COM 00234P102 220 14990 SH SOLE NONE 14990 0 0 Aviat Networks Inc COM 05366Y102 175 97130 SH SOLE NONE 97130 0 0 Avis Budget Group Inc COM 053774105 238726 4349166 SH SOLE NONE 3524540 0 824626 Axcelis Technologies Inc COM 054540109 355 178580 SH SOLE NONE 178580 0 0 Blomin' Brands Inc. COM 094235108 273 14910 SH SOLE NONE 14910 0 0 Bob Evans Farms COM 096761101 255 5380 SH SOLE NONE 5380 0 0 Brady Corporation COM 104674106 204 9110 SH SOLE NONE 9110 0 0 Brooks Automation Inc COM 114340102 179 17060 SH SOLE NONE 17060 0 0 CDI Corp COM 125071100 161 11070 SH SOLE NONE 11070 0 0 Centerstate Banks Inc COM 15201P109 271 26199 SH SOLE NONE 26199 0 0 Check Point Software Technologies Ltd COM M22465104 153412 2215650 SH SOLE NONE 1791241 0 424409 Chiquita Brands International Inc COM 170032809 202 14210 SH SOLE NONE 14210 0 0 Citigroup Inc COM 172967424 200 3860 SH SOLE NONE 3860 0 0 Civeo Corp COM 178787107 158 13620 SH SOLE NONE 13620 0 0 Comverse Inc COM 20585P105 209 9341 SH SOLE NONE 9341 0 0 Concert Pharmaceuticals Inc COM 206022105 180 14280 SH SOLE NONE 14280 0 0 CST Brands Inc COM 12646R105 115253 3205912 SH SOLE NONE 2604520 0 601392 Delta Air Lines Inc COM 247361702 290365 8032227 SH SOLE NONE 6500277 0 1531950 Derma Sciences COM 249827502 177 21240 SH SOLE NONE 21240 0 0 Dresser-Rand Group Inc COM 261608103 177788 2161295 SH SOLE NONE 1753169 0 408126 Eastman Chemical Co COM 277432100 281405 3478854 SH SOLE NONE 2816616 0 662238 Eastman Chemical Co COM 277432100 1860 23000 SH Call SOLE NONE 23000 0 0 Energy Transfer Equity LP COM 29273V100 280 4540 SH SOLE NONE 4540 0 0 EV Energy Partner LP COM 26926V107 2304 64970 SH SOLE NONE 64970 0 0 FalconStor Software Inc COM 306137100 190 165385 SH SOLE NONE 165385 0 0 Fidelity National Financial Inc COM 31620R303 268 9660 SH SOLE NONE 9660 0 0 Fidelity National Financial Inc COM 31620R402 292 21206 SH SOLE NONE 21206 0 0 First Merchants Corp COM 320817109 208 10298 SH SOLE NONE 10298 0 0 First Midwest Bancorp Inc/IL COM 320867104 242 15020 SH SOLE NONE 15020 0 0 Flamel Technologies SA COM 338488109 834 58270 SH SOLE NONE 58270 0 0 FMC Corp COM 302491303 188172 3290304 SH SOLE NONE 2659642 0 630662 FreightCar America Inc COM 357023100 346 10400 SH SOLE NONE 10400 0 0 General Cable Corp COM 369300108 190 12610 SH SOLE NONE 12610 0 0 Gibraltar Industries Inc COM 374689107 185 13530 SH SOLE NONE 13530 0 0 Global Brass & Copper Holdings COM 37953G103 192 13070 SH SOLE NONE 13070 0 0 Granite Construction Inc COM 387328107 218 6860 SH SOLE NONE 6860 0 0 Graphic Packaging Holding Co COM 388689101 155764 12531297 SH SOLE NONE 10155977 0 2375320 GSI Group Inc COM 36191C205 122 10600 SH SOLE NONE 10600 0 0 Halozyme Therapeutics Inc COM 40637H109 63109 6935095 SH SOLE NONE 5639509 0 1295586 Harsco Corp COM 415864107 401 18730 SH SOLE NONE 18730 0 0 Haynes International Inc. COM 420877201 214 4650 SH SOLE NONE 4650 0 0 Heritage Financial Corp COM 42722X106 260 16420 SH SOLE NONE 16420 0 0 Heritage Financial Group Inc COM 42726X102 272 13481 SH SOLE NONE 13481 0 0 Hertz Global Holdings COM 42805T105 234491 9235581 SH SOLE NONE 7478521 0 1757060 Hewlett-Packard Co COM 428236103 380166 10717960 SH SOLE NONE 8733567 0 1984393 Intrexon Corp COM 46122T102 27103 1458713 SH SOLE NONE 1189376 0 269337 Investors Bancorp Inc COM 46146L101 213 21018 SH SOLE NONE 21018 0 0 Kemper Corp COM 488401100 248 7260 SH SOLE NONE 7260 0 0 Lexmark International Inc COM 529771107 123402 2903587 SH SOLE NONE 2350779 0 552808 Lowe's Cos Inc COM 548661107 315128 5954793 SH SOLE NONE 4811875 0 1142918 LSI Industries Inc COM 50216C108 96 15826 SH SOLE NONE 15826 0 0 LyondellBasell Industries NV COM N53745100 341825 3145822 SH SOLE NONE 2543087 0 602735 Masco Corp COM 574599106 53549 2238680 SH SOLE NONE 1812470 0 426210 Merit Medical Systems Inc COM 589889104 193 16280 SH SOLE NONE 16280 0 0 MGIC Investment Corp COM 552848103 79 10100 SH SOLE NONE 10100 0 0 Motorola Solutions Inc COM 620076307 253763 4010159 SH SOLE NONE 3243086 0 767073 Myriad Genetics Inc. COM 62855J104 130556 3384914 SH SOLE NONE 2735806 0 649108 NCR Corp COM 62886E108 213770 6398375 SH SOLE NONE 5185595 0 1212780 Occidental Petroleum Corp COM 674599105 192430 2001352 SH SOLE NONE 1619612 0 381740 Omnicare Inc COM 681904108 312300 5016058 SH SOLE NONE 4067584 0 948474 Orion Marine Group Inc COM 68628V308 199 19920 SH SOLE NONE 19920 0 0 Pacwest Bancorp COM 695263103 226 5470 SH SOLE NONE 5470 0 0 Park Sterling Corp COM 70086Y105 241 36400 SH SOLE NONE 36400 0 0 Phillips 66 COM 718546104 310157 3814500 SH SOLE NONE 3091290 0 723210 Pinnacle Foods Inc COM 72348P104 284 8690 SH SOLE NONE 8690 0 0 Pitney Bowes Inc COM 724479100 217461 8701935 SH SOLE NONE 7056270 0 1645665 Premier Inc. 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