IRIDIAN ASSET MANAGEMENT LLC/CT Information

276 POST ROAD WEST, WESTPORT, Connecticut, 06880-4704, (203) 341-7800

Report Date: 03/31/2014

Position Statistics

Total Positions 141
New Positions 13
Increased Positions 36
Decreased Positions 101
Positions with Activity 137
Sold Out Positions 14
Total Mkt Value (in $ millions) 9,223

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 22.68%
Capital Goods 5.85%
Conglomerates 3.12%
Consumer Cyclical 3.26%
Consumer/Non-Cyclical 0.01%
Energy 4.76%
Financial 4.04%
Healthcare 8.57%
Services 23.34%
Technology 20.93%
Transportation 2.73%
Utilities

141 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AVIS BUDGET GROUP COM 396,351 -57,553 (12.68) 6,605,845
VALEANT PHARMACEUTICALS INTL I COM 381,645 -51,800 (11.95) 3,068,871
WYNDHAM WORLDWIDE CORP COM 379,942 -33,875 (8.19) 4,871,677
EASTMAN CHEM CO COM 370,294 2 New 4,209,324
HEALTH NET INC COM 366,906 31,952 9.54 8,263,654
HEWLETT PACKARD CO COM 366,496 -3,429 (0.93) 10,459,370
SEALED AIR CORP NEW COM 343,783 52,620 18.07 10,597,492
OMNICARE INC COM 334,708 -1,094 (0.33) 5,270,158
LYONDELLBASELL INDUSTRIES N V SHS - A - 332,631 -3,645 (1.08) 3,247,717
GRACE W R & CO DEL NEW COM 329,629 -7,721 (2.29) 3,453,420
DRESSER-RAND GROUP INC COM 308,708 16,083 5.50 4,884,620
SANDISK CORP COM 301,705 52,074 20.86 3,218,526
SEAGATE TECHNOLOGY PLC SHS 299,670 -7,756 (2.52) 5,029,702
AUTOZONE INC COM 299,591 6,494 2.22 581,934
VALSPAR CORP COM 262,438 -27,119 (9.37) 3,381,063
DELTA AIR LINES INC DEL COM NEW 251,139 11,160 4.65 6,596,767
LOWES COS INC COM 245,116 8,229 3.47 5,106,593
HERTZ GLOBAL HOLDINGS INC COM 243,263 59,058 32.06 8,544,521
OCCIDENTAL PETE CORP DEL COM 230,663 454 .20 2,286,512
MOTOROLA SOLUTIONS INC COM NEW 222,281 5,327 2.46 3,387,909