IRIDIAN ASSET MANAGEMENT LLC/CT Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 115
New Positions 7
Increased Positions 44
Decreased Positions 70
Positions with Activity 114
Sold Out Positions 36
Total Mkt Value (in $ millions) 11,155

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

Sector Weighting

Basic Materials 22.03%
Capital Goods 5.73%
Conglomerates 0%
Consumer Cyclical 1.57%
Consumer/Non-Cyclical 0%
Energy 5.83%
Financial 0.04%
Healthcare 12.81%
Services 23.34%
Technology 23.11%
Transportation 3.03%
Utilities 0.03%

115 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MOTOROLA SOLUTIONS INC COM NEW 252,673 17,718 7.54 4,312,569
SIRIUS XM HLDGS INC COM 233,854 33,739 16.86 60,899,439
CHECK POINT SOFTWARE TECH LTD ORD 233,674 47,326 25.40 2,778,355
STARWOOD HOTELS&RESORTS WRLDWD COM 230,492 37,840 19.64 2,698,971
AVIS BUDGET GROUP COM 202,850 -30,744 (13.16) 3,776,761
AOL INC COM 202,146 23,710 13.29 5,077,772
LEXMARK INTL NEW CL A 187,035 60,641 47.98 4,296,682
AUTOZONE INC COM 174,495 -124,209 (41.58) 259,314
UNITED THERAPEUTICS CORP DEL COM 171,240 40,002 30.48 1,008,720
VISTEON CORP COM NEW 157,918 44,605 39.36 1,543,528
THERAVANCE INC COM 152,989 16,930 12.44 9,216,222
MICRON TECHNOLOGY INC COM 151,557 151,557 New 5,405,020
ALTERA CORP COM 149,359 20,320 15.75 3,348,096
CST BRANDS INC COM 142,917 10,738 8.12 3,466,342
MYRIAD GENETICS INC COM 137,431 20,516 17.55 3,978,904
NCR CORP NEW COM 131,318 -45,725 (25.83) 4,745,855
TIMKEN CO COM 124,146 34,049 37.79 3,162,158
VIACOM INC NEW CL B 119,894 -41,316 (25.63) 1,740,624
HALOZYME THERAPEUTICS INC COM 109,984 5,125 4.89 7,274,065
ALERE INC COM 84,584 3,478 4.29 1,725,156