IRIDIAN ASSET MANAGEMENT LLC/CT Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 148
New Positions 16
Increased Positions 60
Decreased Positions 50
Positions with Activity 110
Sold Out Positions 19
Total Mkt Value (in $ millions) 8,691

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

Sector Weighting

Basic Materials 23.21%
Capital Goods 6.16%
Conglomerates 3.13%
Consumer Cyclical 3.4%
Consumer/Non-Cyclical 0.01%
Energy 3.91%
Financial 2.83%
Healthcare 9.35%
Services 23.45%
Technology 21.87%
Transportation 2.46%
Utilities 0%

148 Positions as of 12/31/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FIDELITY NATIONAL FINANCIAL IN CL A 503 New 16,070
LEXMARK INTL NEW CL A 97,754 -1,335 (1.35) 2,126,010
NATIONAL BK HLDGS CORP CL A 310 -99 (24.24) 15,600
SEMGROUP CORP CL A 113,492 13,741 13.78 1,716,973
UCP INC CL A 321 321 New 22,140
TECK RESOURCES LTD CL B -331 Sold Out 0
VIACOM INC NEW CL B 171,770 -55,112 (24.29) 2,043,666
ALLIANT TECHSYSTEMS INC COM 158,766 34,806 28.08 1,140,888
ALLSCRIPTS HEALTHCARE SOLUTNS COM 512 61 13.44 30,800
AMERICAN EAGLE OUTFITTERS NEW COM -312 Sold Out 0
AMERICAN NATL INS CO COM 483 New 4,335
ANGIODYNAMICS INC COM 417 -91 (17.93) 29,020
ANTARES PHARMA INC COM 393 154 64.24 128,010
AOL INC COM 233,981 29,323 14.33 5,298,475
ARGO GROUP INTL HLDGS LTD COM 445 New 9,627
ARKANSAS BEST CORP DEL COM 397 -51 (11.39) 10,430
AUTOZONE INC COM 293,860 127,102 76.22 569,319
AV HOMES INC COM 505 35 7.41 29,140
AVIAT NETWORKS INC COM 269 29 12.19 176,380
AVIS BUDGET GROUP COM 397,354 10,258 2.65 7,565,054