13F-HR 1 inftable.txt SEPT. 30, 2009 13F-HR SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2009 Check here if Amendment { }: Amendment Number: This Amendment (check only one): [ ] is a restatement. [ ] adds new holdings entries. Report Type (Check only one.): [ ] 13F Holdings Report [ ] 13F Notice [X] 13F Combination Report Institutional Investment Manager Filing this Report: Name: Iridian Asset Management LLC Address: 276 Post Road West, Westport, CT 06880-4704 13F File Number: 028-06008 List of Other Managers Reporting for this Manager: Form 13F File Number Name 028-01190 Frank Russell Company The institutional investment manager filing this report and the person by whom it is signed hereby represents that the person signing this report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Lane S. Bucklan Title: General Counsel and Chief Compliance Officer Phone: 203-341-9053 Signature, Place and date of Signing: /s/ Lane S. Bucklan Westport, CT November 3, 2009 ---------------------- ----------- ------------- [Signature] [City, State] [Date] I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. Report Summary: Number of other included Managers: None Form 13F Information Table Entry Total: 123 Form 13F Information Table Value Total: $6,825,735,000 FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3PAR INC COM 88580F109 2975 269682 SH SOLE 269682 ABBOTT LABORATORIES COM 002824100 6488 131160 SH SOLE 72120 59040 ACCENTURE PLC-CL A COM G1151C101 10489 281430 SH SOLE 161860 119570 AEGEAN MARINE PETROLEUM NETW COM Y0017S102 4212 187186 SH SOLE 187186 AEROVIRONMENT INC COM 008073108 7162 254950 SH SOLE 254950 AGILENT TECHNOLOGIES INC COM 00846U101 187190 6726181 SH SOLE 4519104 2207077 AMGEN INC COM 031162100 256598 4260310 SH SOLE 2587790 1672520 AT&T INC COM 00206R102 18468 683750 SH SOLE 387890 295860 ATLAS ENERGY INC COM 049298102 155941 5760649 SH SOLE 3745916 2014733 ATMEL CORPORATION COM 049513104 81976 19564577 SH SOLE 13172260 6392317 BALL CORP COM 058498106 243728 4953829 SH SOLE 3101431 1852398 BANK OF AMERICA CORP COM 060505104 13115 775110 SH SOLE 442430 332680 BANK OF NEW YORK MELLON CORP COM 064058100 23841 822380 SH SOLE 424450 397930 BAXTER INTL INC COM 071813109 174586 3062380 SH SOLE 1750751 1311629 BECTON DICKINSON & CO COM 075887109 14757 211570 SH SOLE 117740 93830 BERRY PETROLEUM CO-CLASS A COM 085789105 4285 160000 SH SOLE 160000 BIOGEN IDEC INC COM 09062X103 106230 2102738 SH SOLE 1228053 874685 BLOCKBUSTER INC-CL A COM 093679108 2476 2313780 SH SOLE 2313780 BOSTON SCIENTIFIC CORP COM 101137107 38439 3629780 SH SOLE 2699310 930470 BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 39418 1961116 SH SOLE 1455826 505290 CA INC COM 12673P105 99973 4546310 SH SOLE 2805490 1740820 CEVA INC COM 157210105 968 90060 SH SOLE 90060 CHEMED CORP COM 16359R103 151422 3450043 SH SOLE 2189903 1260140 CHEVRON CORP COM 166764100 22243 315814 SH SOLE 181876 133938 CISCO SYSTEMS INC COM 17275R102 30904 1312840 SH SOLE 746010 566830 COGENT INC COM 19239Y108 11241 1112960 SH SOLE 1112960 COLFAX CORP COM 194014106 234 22000 SH SOLE 22000 COMPUTER SCIENCES CORP COM 205363104 78647 1492070 SH SOLE 880290 611780 CONOCOPHILLIPS COM 20825C104 10881 240940 SH SOLE 137140 103800 CROWN HOLDINGS INC. COM 228368106 261293 9606345 SH SOLE 6103050 3503295 CVS CAREMARK CORP COM 126650100 16913 473230 SH SOLE 269040 204190 DEAN FOODS CO COM 242370104 147788 8307377 SH SOLE 5296084 3011293 DECKERS OUTDOOR CORP COM 243537107 10846 127830 SH SOLE 127830 DEVON ENERGY CORP COM 25179M103 255025 3787683 SH SOLE 2403620 1384063 DIRECTV GROUP INC (THE) COM 25459L106 211560 7670781 SH SOLE 4812741 2858040 DRESSER-RAND GROUP INC COM 261608103 259009 8336308 SH SOLE 5348345 2987963 DST SYSTEMS INC COM 233326107 108292 2417231 SH SOLE 1789273 627958 DYNCORP INTERNATIONAL INC-A COM 26817C101 105610 5867243 SH SOLE 3693615 2173628 EAGLE MATERIALS INC COM 26969P108 89727 3139487 SH SOLE 2074821 1064666 EARTHLINK INC COM 270321102 5537 658355 SH SOLE 658355 EASTMAN CHEMICAL CO COM 277432100 152992 2857531 SH SOLE 1926079 931452 EBAY INC COM 278642103 15866 672020 SH SOLE 381630 290390 EDGAR ONLINE INC COM 279765101 397 203654 SH SOLE 203654 EDWARDS LIFESCIENCES CORP COM 28176E108 91265 1305461 SH SOLE 811471 493990 EMC CORP/MASS COM 268648102 5637 330810 SH SOLE 187190 143620 ENERNOC INC COM 292764107 1619 48816 SH SOLE 48816 ENZON PHARMACEUTICALS INC COM 293904108 55952 6782017 SH SOLE 5106137 1675880 FTI CONSULTING INC COM 302941109 4908 115190 SH SOLE 115190 GENERAL COMMUNICATION INC-A COM 369385109 4259 620808 SH SOLE 38678 582130 GENERAL DYNAMICS COM 369550108 313585 4854260 SH SOLE 3007810 1846450 GENZYME CORP COM 372917104 13943 245780 SH SOLE 138930 106850 GEO GROUP INC/THE COM 36159R103 5601 277700 SH SOLE 277700 GLOBAL CROSSING LTD COM G3921A175 53853 3765951 SH SOLE 2608450 1157501 GOLDMAN SACHS GROUP INC COM 38141G104 17469 94760 SH SOLE 53600 41160 GOOGLE INC - CL A COM 38259P508 30180 60865 SH SOLE 44105 16760 HALLIBURTON CO COM 406216101 14605 538540 SH SOLE 306370 232170 HEALTH NET INC COM 42222G108 1740 113000 SH SOLE 113000 HEWLETT-PACKARD CO COM 428236103 23695 501910 SH SOLE 280140 221770 HOME DEPOT INC COM 437076102 3721 139660 SH SOLE 79680 59980 HOOPER HOLMES INC COM 439104100 668 688900 SH SOLE 688900 IBM CORPORATION COM 459200101 25235 210980 SH SOLE 112700 98280 IGATE CORP COM 45169U105 1550 180607 SH SOLE 180607 INSITUFORM TECHNOLOGIES-CL A COM 457667103 2880 150456 SH SOLE 150456 IPATH S&P 500 VIX S/T FU COM 06740C527 3744 74880 SH SOLE 74880 JOHNSON & JOHNSON COM 478160104 11004 180720 SH SOLE 102930 77790 JPMORGAN CHASE & CO COM 46625H100 37327 851830 SH SOLE 479480 372350 KIMBERLY-CLARK CORP COM 494368103 20129 341280 SH SOLE 193750 147530 L-1 IDENTITY SOLUTIONS INC COM 50212A106 54359 7776746 SH SOLE 4416885 3359861 LEAP WIRELESS INTL INC COM 521863308 85835 4390549 SH SOLE 2869357 1521192 LIBERTY ENTERTAINMENT-A COM 53071M500 5197 167060 SH SOLE 94960 72100 LOCKHEED MARTIN COM 539830109 29209 374090 SH SOLE 269420 104670 LSI CORP COM 502161102 130403 23752787 SH SOLE 16334249 7418538 MAGMA DESIGN AUTOMATION COM 559181102 1765 844353 SH SOLE 844353 MASTERCARD INC-CLASS A COM 57636Q104 8789 43480 SH SOLE 24470 19010 MCDONALDS CORP COM 580135101 18331 321200 SH SOLE 180700 140500 MCMORAN EXPLORATION CO COM 582411104 26474 3506478 SH SOLE 2305478 1201000 MDS INC COM 55269P302 71740 8759476 SH SOLE 5658670 3100806 MERGE HEALTHCARE INC COM 589499102 1823 443500 SH SOLE 443500 MICROSOFT CORP COM COM 594918104 19165 740260 SH SOLE 423200 317060 MORGAN STANLEY COM 617446448 25717 832790 SH SOLE 469300 363490 NCR CORP COM 62886E108 4745 343340 SH SOLE 343340 NET 1 UEPS TECHNOLOGIES INC COM 64107N206 6126 292275 SH SOLE 292275 NOVELL INC COM 670006105 6189 1372370 SH SOLE 1372370 NVIDIA CORP COM 67066G104 123013 8184530 SH SOLE 5501650 2682880 ORACLE CORP COM 68389X105 24261 1164140 SH SOLE 645150 518990 ORBITAL SCIENCES CORP COM 685564106 24084 1608786 SH SOLE 1198006 410780 OWENS CORNING COM 690742101 81414 3626440 SH SOLE 2185930 1440510 PACKAGING CORP OF AMERICA COM 695156109 73737 3614545 SH SOLE 2427215 1187330 PDL BIOPHARMA INC COM 69329Y104 100190 12714419 SH SOLE 7324219 5390200 PRAXAIR INC COM 74005P104 170744 2090140 SH SOLE 1235760 854380 PRECISION CASTPARTS CORP COM 740189105 243437 2389681 SH SOLE 1575705 813976 RADIOSHACK CORPORATION COM 750438103 3772 227630 SH SOLE 227630 RAYTHEON COMPANY COM 755111507 112747 2350370 SH SOLE 1434110 916260 ROCKWELL COLLINS INC COM 774341101 64571 1271089 SH SOLE 850689 420400 ROCKWOOD HOLDINGS INC COM 774415103 253 12280 SH SOLE 12280 SERVICE CORP INTERNATIONAL COM 817565104 12766 1821110 SH SOLE 1371010 450100 SHIRE PLC-ADR COM 82481R106 10152 194150 SH SOLE 178760 15390 SPDR GOLD TRUST COM 78463V107 38633 390820 SH SOLE 32420 358400 STATE STREET CORP COM 857477103 26218 498440 SH SOLE 284950 213490 SYMANTEC CORP COM 871503108 36360 2207620 SH SOLE 1647050 560570 TECK RESOURCES LTD-CLS B COM 878742204 82433 2989970 SH SOLE 1715460 1274510 TEEKAY CORPORATION COM Y8564W103 146536 6700327 SH SOLE 4276467 2423860 TEEKAY OFFSHORE PARTNERS LP COM Y8565J101 13387 812801 SH SOLE 677601 135200 TERRA INDUSTRIES INC COM 880915103 13028 375770 SH SOLE 375770 THE SHERWIN-WILLIAMS CO COM 824348106 76613 1273491 SH SOLE 733940 539551 THERAVANCE INC COM 88338T104 25492 1741236 SH SOLE 1078463 662773 THERMO FISHER SCIENTIFIC INC COM 883556102 11987 274500 SH SOLE 149510 124990 TIVO INC COM 888706108 15057 1453422 SH SOLE 1453422 TRANSOCEAN INC COM G90073100 447 5230 SH SOLE 5230 TREEHOUSE FOODS INC COM 89469A104 7038 197317 SH SOLE 197317 TRIAN ACQUISITION I CORP COM 89582E108 496 50950 SH SOLE 50950 TRIAN ACQUISITION I-UNITS (1 c COM 89582E207 2851 283690 SH SOLE 283690 US BANCORP COM 902973304 19346 885000 SH SOLE 482310 402690 VALEANT PHARMACEUTICALS COM 91911X104 297401 10598744 SH SOLE 6614697 3984047 VALSPAR CORP COM 920355104 168226 6115072 SH SOLE 4002002 2113070 VERISIGN INC COM 92343E102 6927 292400 SH SOLE 292400 WAL-MART STORES INC COM 931142103 19635 399970 SH SOLE 228370 171600 WALT DISNEY CO COM 254687106 7924 288560 SH SOLE 156270 132290 WALTER ENERGY INC COM 93317Q105 413 6880 SH SOLE 6880 WEBSENSE INC COM 947684106 7124 424056 SH SOLE 424056 YAHOO! INC COM 984332106 4496 252470 SH SOLE 252470 YUM! BRANDS INC COM 988498101 71689 2123480 SH SOLE 1474410 649070 - TIVO JAN 12.5 LEAPS CALL 8887069AV 660 3000 SH CALL SOLE 3000