General Counsel and Chief Compliance Officer

0001033427-14-000029.txt : 20140206 0001033427-14-000029.hdr.sgml : 20140206 20140206171901 ACCESSION NUMBER: 0001033427-14-000029 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140206 DATE AS OF CHANGE: 20140206 EFFECTIVENESS DATE: 20140206 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: 14581043 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 12-31-2013 12-31-2013 IRIDIAN ASSET MANAGEMENT LLC/CT

276 POST ROAD WEST WESTPORT CT 06880-4704

13F COMBINATION REPORT 028-06008 0001325447 028-11953 First Eagle Investment Management, LLC 0001390777 028-12592 Bank of New York Mellon Corp N Lane Bucklan General Counsel and Chief Compliance Officer 203-341-7800 Lane Bucklan Westport CT 02-06-2014 0 130 8444277 false INFORMATION TABLE 2 Iridian_13F_L__20140206.xml IRIDIAN ASSET MANAGEMENT 13F-HR 12-31-2013 Alliant Techsystems Inc COM 018804104 138823 1140888 SH SOLE NONE 903105 0 237783 Allscripts Healthcare Solutions Inc COM 01988P108 476 30800 SH SOLE NONE 30800 0 0 American National Insurance Co COM 028591105 497 4335 SH SOLE NONE 4335 0 0 AngioDynamics Inc COM 03475V101 498 29020 SH SOLE NONE 29020 0 0 Antares Pharma Inc COM 036642106 572 128010 SH SOLE NONE 128010 0 0 AOL Inc COM 00184X105 247015 5298475 SH SOLE NONE 4141942 0 1156533 Argo Group International Holdings Ltd COM G0464B107 448 9627 SH SOLE NONE 9627 0 0 Arkansas Best Corp COM 040790107 351 10430 SH SOLE NONE 10430 0 0 Atlas Energy LP COM 04930A104 2167 46259 SH SOLE NONE 46259 0 0 AutoZone Inc COM 053332102 272100 569319 SH SOLE NONE 443726 0 125593 AV Homes Inc COM 00234P102 529 29140 SH SOLE NONE 29140 0 0 Aviat Networks Inc COM 05366Y102 399 176380 SH SOLE NONE 176380 0 0 Avis Budget Group Inc COM 053774105 305779 7565054 SH SOLE NONE 5929126 0 1635928 Axcelis Technologies Inc COM 054540109 802 328840 SH SOLE NONE 328840 0 0 Ball Corp COM 058498106 298 5770 SH SOLE NONE 5770 0 0 Cabot Microelectronics Corp COM 12709P103 489 10710 SH SOLE NONE 10710 0 0 Cal Dive International Inc COM 12802T101 506 251730 SH SOLE NONE 251730 0 0 CDI Corp COM 125071100 339 18270 SH SOLE NONE 18270 0 0 Centerstate Banks Inc COM 15201P109 504 49641 SH SOLE NONE 49641 0 0 Check Point Software Technologies Ltd COM M22465104 52942 820820 SH SOLE NONE 642010 0 178810 Chiquita Brands International Inc COM 170032809 306 26160 SH SOLE NONE 26160 0 0 Comverse Inc COM 20585P105 372 9587 SH SOLE NONE 9587 0 0 Covidien PLC COM G2554F113 86498 1270166 SH SOLE NONE 994200 0 275966 CryoLife Inc COM 228903100 405 36480 SH SOLE NONE 36480 0 0 CST Brands Inc COM 12646R105 362 9850 SH SOLE NONE 9850 0 0 Delta Air Lines Inc COM 247361702 173161 6303630 SH SOLE NONE 4940590 0 1363040 Derma Sciences COM 249827502 409 37780 SH SOLE NONE 37780 0 0 Dresser-Rand Group Inc COM 261608103 276095 4630141 SH SOLE NONE 3624370 0 1005771 Dycom Industries Inc COM 267475101 361 12990 SH SOLE NONE 12990 0 0 Eastman Chemical Co COM 277432100 339691 4209305 SH SOLE NONE 3294577 0 914728 Emulex Corp COM 292475209 352 49130 SH SOLE NONE 49130 0 0 EV Energy Partner LP COM 26926V107 941 27740 SH SOLE NONE 27740 0 0 FalconStor Software Inc COM 306137100 467 346260 SH SOLE NONE 346260 0 0 Fidelity National Financial Inc COM 31620R105 521 16070 SH SOLE NONE 16070 0 0 First Merchants Corp COM 320817109 489 21518 SH SOLE NONE 21518 0 0 First Midwest Bancorp Inc/IL COM 320867104 491 28010 SH SOLE NONE 28010 0 0 Flamel Technologies SA COM 338488109 1267 157330 SH SOLE NONE 157330 0 0 Flushing Financial Corp COM 343873105 363 17530 SH SOLE NONE 17530 0 0 FMC Corp COM 302491303 241613 3201872 SH SOLE NONE 2502720 0 699152 Forest Laboratories Inc COM 345838106 53320 888220 SH SOLE NONE 694990 0 193230 FormFactor Inc COM 346375108 585 97399 SH SOLE NONE 97399 0 0 Freeport-McMoRan Copper & Gold Inc COM 35671D857 506 13400 SH SOLE NONE 13400 0 0 FreightCar America Inc COM 357023100 635 23860 SH SOLE NONE 23860 0 0 Garmin Ltd COM H2906T109 287 6220 SH SOLE NONE 6220 0 0 General Cable Corp COM 369300108 519 17640 SH SOLE NONE 17640 0 0 Gibraltar Industries Inc COM 374689107 484 26050 SH SOLE NONE 26050 0 0 Granite Construction Inc COM 387328107 501 14330 SH SOLE NONE 14330 0 0 GSI Group Inc COM 36191C205 416 36990 SH SOLE NONE 36990 0 0 Halozyme Therapeutics Inc COM 40637H109 32501 2168155 SH SOLE NONE 1714700 0 453455 Hanover Insurance Group Inc/The COM 410867105 396 6640 SH SOLE NONE 6640 0 0 Harsco Corp COM 415864107 457 16320 SH SOLE NONE 16320 0 0 Health Net Inc COM 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Energy Services Inc COM 492914106 79 10000 SH SOLE NONE 10000 0 0 Kraton Performance Polymers Inc COM 50077C106 485 21020 SH SOLE NONE 21020 0 0 Leidos Holdings Inc. COM 525327102 152607 3282569 SH SOLE NONE 2593408 0 689161 Lexmark International Inc COM 529771107 75516 2126010 SH SOLE NONE 1665207 0 460803 Lindsay Corp COM 535555106 461 5575 SH SOLE NONE 5575 0 0 Lowe's Cos Inc COM 548661107 244537 4935158 SH SOLE NONE 3856170 0 1078988 LSI Corp COM 502161102 130692 11843402 SH SOLE NONE 9245315 0 2598087 LSI Industries Inc COM 50216C108 304 35046 SH SOLE NONE 35046 0 0 LTX-Credence Corp COM 502403207 620 77544 SH SOLE NONE 77544 0 0 LyondellBasell Industries NV COM N53745100 263584 3283310 SH SOLE NONE 2567930 0 715380 McDermott International Inc COM 580037109 726 79260 SH SOLE NONE 79260 0 0 MGIC Investment Corp COM 552848103 335 39690 SH SOLE NONE 39690 0 0 Miller Industries Inc/TN COM 600551204 463 24850 SH SOLE NONE 24850 0 0 Motorola Solutions Inc COM 620076307 223203 3306713 SH SOLE NONE 2579420 0 727293 National Bank Holdings Corp COM 633707104 334 15600 SH SOLE NONE 15600 0 0 National Presto Industries Inc COM 637215104 449 5575 SH SOLE NONE 5575 0 0 Occidental Petroleum Corp COM 674599105 217019 2282010 SH SOLE NONE 1784590 0 497420 Olympic Steel Inc COM 68162K106 436 15039 SH SOLE NONE 15039 0 0 Omnicare Inc COM 681904108 319146 5287377 SH SOLE NONE 4140233 0 1147144 Orion Marine Group Inc COM 68628V308 442 36750 SH SOLE NONE 36750 0 0 Pacwest Bancorp COM 695263103 496 11750 SH SOLE NONE 11750 0 0 Park Sterling Corp COM 70086Y105 486 68050 SH SOLE NONE 68050 0 0 PetroQuest Energy Inc COM 716748108 254 58810 SH SOLE NONE 58810 0 0 Phillips 66 COM 718546104 235 3050 SH SOLE NONE 3050 0 0 PICO Holdings Inc COM 693366205 480 20780 SH SOLE NONE 20780 0 0 Pitney Bowes Inc COM 724479100 182587 7836336 SH SOLE NONE 6144100 0 1692236 Pulse Electronics Corp COM 74586W205 73 25345 SH SOLE NONE 25345 0 0 QLogic Corp COM 747277101 429 36300 SH SOLE NONE 36300 0 0 Quantum Corp COM 747906204 273 227550 SH SOLE NONE 227550 0 0 Regis Corp COM 758932107 398 27420 SH SOLE NONE 27420 0 0 Rockville Financial Inc COM 774188106 438 30820 SH SOLE NONE 30820 0 0 Rockwood Holdings Inc COM 774415103 174059 2420170 SH SOLE NONE 1894011 0 526159 Sagent Pharmaceuticals Inc COM 786692103 441 17380 SH SOLE NONE 17380 0 0 SAIC Inc COM 808625107 15625 472493 SH SOLE NONE 370485 0 102008 Sandisk Corporation COM 80004C101 187849 2663010 SH SOLE NONE 2088410 0 574600 Seagate Technology PLC COM G7945M107 289779 5159880 SH SOLE NONE 4042778 0 1117102 Sealed Air Corp COM 81211K100 305613 8975410 SH SOLE NONE 7034636 0 1940774 SeaWorld Entertainment Inc COM 81282V100 74223 2579880 SH SOLE NONE 2017820 0 562060 SemGroup Corp COM 81663A105 111998 1716973 SH SOLE NONE 1344210 0 372763 Service Corp International/US COM 817565104 116305 6415080 SH SOLE NONE 5024680 0 1390400 SPDR Gold Shares COM 78463V107 782 6733 SH SOLE NONE 6733 0 0 Starwood Hotels & Resorts COM 85590A401 99915 1257582 SH SOLE NONE 982460 0 275122 Starz COM 85571Q102 518 17710 SH SOLE NONE 17710 0 0 Stillwater Mining Co COM 86074Q102 398 32276 SH SOLE NONE 32276 0 0 Susser Holdings Corp COM 869233106 269 4110 SH SOLE NONE 4110 0 0 Syneron Medical Ltd COM M87245102 529 43044 SH SOLE NONE 43044 0 0 Teradyne Inc COM 880770102 379 21491 SH SOLE NONE 21491 0 0 Tesco Corp COM 88157K101 333 16820 SH SOLE NONE 16820 0 0 Theravance Inc COM 88338T104 713 20000 SH Call SOLE NONE 20000 0 0 Theravance Inc COM 88338T104 265824 7456503 SH SOLE NONE 5832567 0 1623936 Tyco International Ltd COM H89128104 188797 4600319 SH SOLE NONE 3586590 0 1013729 UCP Inc COM 90265Y106 324 22140 SH SOLE NONE 22140 0 0 Union First Market Bankshares Corp COM 90662P104 387 15613 SH SOLE NONE 15613 0 0 Unwired Planet Inc COM 91531F103 371 268748 SH SOLE NONE 268748 0 0 Valeant Pharmaceuticals International Inc COM 91911K102 409186 3485400 SH SOLE NONE 2728139 0 757261 Valspar Corp COM 920355104 265944 3730451 SH SOLE NONE 2916972 0 813479 Viacom Inc COM 92553P201 178494 2043666 SH SOLE NONE 1604920 0 438746 Vishay Intertechnology Inc COM 928298108 348 26270 SH SOLE NONE 26270 0 0 Vishay Precision Group Inc COM 92835K103 329 22070 SH SOLE NONE 22070 0 0 Walter Energy Inc COM 93317Q105 447 26860 SH SOLE NONE 26860 0 0 Warren Resources Inc COM 93564A100 456 145110 SH SOLE NONE 145110 0 0 Wendy's Co/The COM 95058W100 409 46905 SH SOLE NONE 46905 0 0 WR Grace & Co COM 38388F108 349438 3534315 SH SOLE NONE 2765156 0 769159 Wyndham Worldwide Corp COM 98310W108 391001 5306032 SH SOLE NONE 4152732 0 1153300 XOMA Corp COM 98419J107 441 65570 SH SOLE NONE 65570 0 0