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) 9,203

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

Sector Weighting

Basic Materials 22.96%
Capital Goods 5.83%
Conglomerates 3.16%
Consumer Cyclical 3.26%
Consumer/Non-Cyclical 0.01%
Energy 4.71%
Financial 3.94%
Healthcare 8.46%
Services 23.3%
Technology 20.94%
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
CENTERSTATE BANKS INC COM 359 -172 (32.39) 33,563
PARK STERLING CORP COM 358 -115 (24.25) 51,550
PACWEST BANCORP DEL COM 357 -130 (26.72) 8,610
IMPAX LABORATORIES INC COM 356 -60 (14.45) 12,790
FIDELITY NATIONAL FINANCIAL IN CL A 356 -170 (32.36) 10,870
STARZ COM SER A 354 -168 (32.19) 12,010
UNITED FINL BANCORP INC NEW COM 345 -41 (10.58) 27,560
UNION BANKSHARES CORP NEW COM 343 -35 (9.35) 14,153
FIRST MIDWEST BANCORP DEL COM 338 -125 (26.96) 20,460
GRANITE CONSTR INC COM 337 -161 (32.31) 9,700
SUSSER HLDGS CORP COM 335 New 4,110
AV HOMES INC COM 330 -123 (27.21) 21,210
SAGENT PHARMACEUTICALS INC COM 329 -126 (27.73) 12,561
ALLSCRIPTS HEALTHCARE SOLUTNS COM 328 -190 (36.66) 19,510
AMERICAN NATL INS CO COM 327 -156 (32.3) 2,935
INVESTORS BANCORP INC NEW COM 325 -162 (33.29) 30,302
PICO HLDGS INC COM NEW 315 -151 (32.39) 14,050
NATIONAL BK HLDGS CORP CL A 314 7 2.18 15,940
LINDSAY CORP COM 314 -151 (32.47) 3,765
STILLWATER MNG CO COM 313 -302 (49.14) 16,416