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) 8,945

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

Sector Weighting

Basic Materials 22.53%
Capital Goods 5.74%
Conglomerates 3.14%
Consumer Cyclical 3.37%
Consumer/Non-Cyclical 0.01%
Energy 4.7%
Financial 3.87%
Healthcare 8.37%
Services 23.48%
Technology 21.39%
Transportation 2.77%
Utilities

36 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SEALED AIR CORP NEW COM 340,391 52,101 18.07 10,597,492
HEALTH NET INC COM 340,380 29,642 9.54 8,263,654
EASTMAN CHEM CO COM 331,611 1 New 4,209,324
AUTOZONE INC COM 300,877 6,522 2.22 581,934
SANDISK CORP COM 295,171 50,946 20.86 3,218,526
DRESSER-RAND GROUP INC COM 290,684 15,144 5.50 4,884,620
DELTA AIR LINES INC DEL COM NEW 247,115 10,981 4.65 6,596,767
LOWES COS INC COM 244,350 8,203 3.47 5,106,593
HERTZ GLOBAL HOLDINGS INC COM 241,126 58,539 32.06 8,544,521
OCCIDENTAL PETE CORP DEL COM 223,415 440 .20 2,286,512
MOTOROLA SOLUTIONS INC COM NEW 215,742 5,171 2.46 3,387,909
PITNEY BOWES INC COM 213,162 1,111 .52 7,877,388
SEMGROUP CORP CL A 192,642 60,298 45.56 2,499,245
SERVICE CORP INTL COM 151,924 17,207 12.77 7,234,470
COVIDIEN PLC SHS 110,509 627 .57 1,277,412
STARWOOD HOTELS&RESORTS WRLDWD COM 110,051 13,419 13.89 1,432,216
LEXMARK INTL NEW CL A 109,517 7,404 7.25 2,280,172
CHECK POINT SOFTWARE TECH LTD ORD 103,719 48,010 86.18 1,528,200
SEAWORLD ENTMT INC COM 100,242 28,392 39.52 3,599,349
MYRIAD GENETICS INC COM 92,702 92,702 New 2,567,926