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) 9,112

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

Sector Weighting

Basic Materials 22.72%
Capital Goods 5.77%
Conglomerates 3.16%
Consumer Cyclical 3.27%
Consumer/Non-Cyclical 0.01%
Energy 4.73%
Financial 4.04%
Healthcare 8.47%
Services 23.33%
Technology 21.1%
Transportation 2.74%
Utilities

141 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
F M C CORP COM NEW 214,630 -3,225 (1.48) 3,154,474
PITNEY BOWES INC COM 207,569 1,082 .52 7,877,388
SEMGROUP CORP CL A 199,340 62,394 45.56 2,499,245
AOL INC COM 197,159 -6,620 (3.25) 5,126,336
TYCO INTERNATIONAL LTD SHS 186,436 -18,876 (9.19) 4,177,369
VIACOM INC NEW CL B 167,211 -7,543 (4.32) 1,955,454
ROCKWOOD HLDGS INC COM 163,515 -34,891 (17.59) 1,994,568
THERAVANCE INC COM 151,551 -10,926 (6.73) 6,955,078
SERVICE CORP INTL COM 144,400 16,355 12.77 7,234,470
ALLIANT TECHSYSTEMS INC COM 133,438 -11,340 (7.83) 1,051,524
INTERPUBLIC GROUP COS INC COM 126,268 -53,438 (29.74) 6,147,426
STARWOOD HOTELS&RESORTS WRLDWD COM 112,801 13,754 13.89 1,432,216
COVIDIEN PLC SHS 111,314 631 .57 1,277,412
LEXMARK INTL NEW CL A 109,471 7,401 7.25 2,280,172
CHECK POINT SOFTWARE TECH LTD ORD 104,315 48,286 86.18 1,528,200
SEAWORLD ENTMT INC COM 101,538 28,759 39.52 3,599,349
MYRIAD GENETICS INC COM 95,142 95,142 New 2,567,926
JOY GLOBAL INC COM 86,039 -9,047 (9.51) 1,404,948
POLYONE CORP COM 69,047 69,047 New 1,723,580
LEIDOS HLDGS INC COM 60,348 -61,272 (50.38) 1,628,817