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) 9,258

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

Sector Weighting

Basic Materials 22.71%
Capital Goods 6.08%
Conglomerates 3.15%
Consumer Cyclical 3.28%
Consumer/Non-Cyclical 0.01%
Energy 4.68%
Financial 3.92%
Healthcare 8.8%
Services 23.28%
Technology 20.71%
Transportation 2.66%
Utilities

141 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
IMPAX LABORATORIES INC COM 369 -62 (14.45) 12,790
CENTERSTATE BANKS INC COM 369 -177 (32.39) 33,563
STARZ COM SER A 364 -173 (32.19) 12,010
PACWEST BANCORP DEL COM 356 -130 (26.72) 8,610
FIDELITY NATIONAL FINANCIAL IN CL A 356 -170 (32.36) 10,870
UNION BANKSHARES CORP NEW COM 353 -36 (9.35) 14,153
UNITED FINL BANCORP INC NEW COM 348 -41 (10.58) 27,560
FIRST MIDWEST BANCORP DEL COM 345 -127 (26.96) 20,460
GRANITE CONSTR INC COM 344 -164 (32.31) 9,700
PARK STERLING CORP COM 341 -109 (24.25) 51,550
AV HOMES INC COM 337 -126 (27.21) 21,210
AMERICAN NATL INS CO COM 335 -160 (32.3) 2,935
SAGENT PHARMACEUTICALS INC COM 330 -127 (27.73) 12,561
SUSSER HLDGS CORP COM 329 New 4,110
ALLSCRIPTS HEALTHCARE SOLUTNS COM 328 -190 (36.66) 19,510
INVESTORS BANCORP INC NEW COM 326 -163 (33.29) 30,302
ORION MARINE GROUP INC COM 319 -97 (23.27) 28,200
PICO HLDGS INC COM NEW 313 -150 (32.39) 14,050
LINDSAY CORP COM 310 -149 (32.47) 3,765
NATIONAL BK HLDGS CORP CL A 309 7 2.18 15,940