IRIDIAN ASSET MANAGEMENT LLC/CT Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 135
New Positions 9
Increased Positions 48
Decreased Positions 87
Positions with Activity 135
Sold Out Positions 27
Total Mkt Value (in $ millions) 9,099

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

Sector Weighting

Basic Materials 21.64%
Capital Goods 6.89%
Conglomerates 2.57%
Consumer Cyclical 3.46%
Consumer/Non-Cyclical 0.01%
Energy 4.97%
Financial 2.77%
Healthcare 8.28%
Services 23.68%
Technology 21.54%
Transportation 3%
Utilities 0%

135 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ARCBEST CORP COM -242 Sold Out 0
ARGO GROUP INTL HLDGS LTD COM -266 Sold Out 0
CABOT MICROELECTRONICS CORP COM -233 Sold Out 0
COVIDIEN PLC SHS -109,142 Sold Out 0
DYCOM INDS INC COM -240 Sold Out 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN -191 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -356 Sold Out 0
FLUSHING FINL CORP COM -226 Sold Out 0
HANOVER INS GROUP INC COM -271 Sold Out 0
INFINITY PHARMACEUTICALS INC COM -173 Sold Out 0
INTERPUBLIC GROUP COS INC COM -107,518 Sold Out 0
INVACARE CORP COM -168 Sold Out 0
JOY GLOBAL INC COM -71,849 Sold Out 0
KRATON PERFORMANCE POLYMERS COM -200 Sold Out 0
LEIDOS HLDGS INC COM -56,194 Sold Out 0
MILLER INDS INC TENN COM NEW -240 Sold Out 0
NATIONAL BK HLDGS CORP CL A -296 Sold Out 0
NATIONAL PRESTO INDS INC COM -229 Sold Out 0
PETROQUEST ENERGY INC COM -85 Sold Out 0
PULSE ELECTRONICS CORP COM NEW -15 Sold Out 0