13F-HR 1 inftable.txt IRIDIAN ASSET MANAGEMENT 13F-HR 12/31/2009 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 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 February 1, 2010 ---------------------- ----------- ------------- [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: 133 Form 13F Information Table Value Total: $7,187,374,000 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 4313 363984 SH SOLE 363984 ACCENTURE PLC-CL A COM G1151C101 11534 277920 SH SOLE 158350 119570 AEROVIRONMENT INC COM 008073108 5816 200000 SH SOLE 200000 AGILENT TECHNOLOGIES INC COM 00846U101 156518 5037581 SH SOLE 3279984 1757597 AMGEN INC COM 031162100 238040 4207890 SH SOLE 2522495 1685395 ANADARKO PETROLEUM CORP COM 032511107 5652 90550 SH SOLE 90550 AOL INC COM 00184X105 60054 2579640 SH SOLE 1826850 752790 AT&T INC COM 00206R102 12694 452860 SH SOLE 254170 198690 ATLAS ENERGY INC COM 049298102 149602 4958635 SH SOLE 3136227 1822408 ATLAS PIPELINE HOLDINGS LP COM 04939R108 247 36370 SH SOLE 36370 ATLAS PIPELINE PARTNERS LP COM 049392103 278 28350 SH SOLE 28350 ATMEL CORPORATION COM 049513104 91318 19808667 SH SOLE 13314875 6493792 AUTOZONE INC COM 053332102 63238 400061 SH SOLE 252641 147420 BALL CORP COM 058498106 251691 4868299 SH SOLE 3019241 1849058 BANK OF AMERICA CORP COM 060505104 20965 1392110 SH SOLE 784620 607490 BANK OF NEW YORK MELLON CORP COM 064058100 23186 828950 SH SOLE 425060 403890 BAXTER INTL INC COM 071813109 225027 3834820 SH SOLE 2188246 1646574 BECTON DICKINSON & CO COM 075887109 14196 180010 SH SOLE 98770 81240 BEMIS COMPANY COM 081437105 5897 198900 SH SOLE 198900 BIO-KEY INTERNATIONAL INC COM 09060C101 22 94240 SH SOLE 94240 BIOGEN IDEC INC COM 09062X103 134280 2509898 SH SOLE 1497638 1012260 BLOCKBUSTER INC-CL A COM 093679108 2068 3087210 SH SOLE 3087210 BLOCKBUSTER INC-CL B COM 093679207 262 443790 SH SOLE 443790 BOSTON SCIENTIFIC CORP COM 101137107 38203 4244820 SH SOLE 3130155 1114665 BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 38596 1710806 SH SOLE 1259226 451580 BROCADE COMMUNICATIONS SYS COM 111621306 13471 1765500 SH SOLE 1765500 CA INC COM 12673P105 121761 5421250 SH SOLE 3547305 1873945 CANADIAN NATURAL RESOURCES COM 136385101 200 2780 SH SOLE 2780 CHEMED CORP COM 16359R103 139505 2908163 SH SOLE 1778168 1129995 CHEVRON CORP COM 166764100 25533 331634 SH SOLE 186676 144958 CISCO SYSTEMS INC COM 17275R102 31035 1296360 SH SOLE 729530 566830 CITIGROUP INC COM 172967101 14086 4255510 SH SOLE 4255510 CLEARWIRE CORP-CLASS A COM 18538Q105 5506 814440 SH SOLE 814440 CLEARWIRE CORP-RIGHTS COM 18538Q139 303 756500 SH SOLE 756500 COGENT INC COM 19239Y108 16746 1611760 SH SOLE 1611760 COMPUTER SCIENCES CORP COM 205363104 160745 2794100 SH SOLE 1741280 1052820 CONOCOPHILLIPS COM 20825C104 12541 245570 SH SOLE 138090 107480 CROWN HOLDINGS INC. COM 228368106 235885 9221475 SH SOLE 5921595 3299880 CVS CAREMARK CORP COM 126650100 10289 319450 SH SOLE 179630 139820 DEAN FOODS CO COM 242370104 147064 8152107 SH SOLE 5146539 3005568 DEVON ENERGY CORP COM 25179M103 288310 3922583 SH SOLE 2500400 1422183 DIRECTV GROUP INC (THE) COM 25490A101 256640 7695350 SH SOLE 4769850 2925500 DRESSER-RAND GROUP INC COM 261608103 258657 8182748 SH SOLE 5200560 2982188 DST SYSTEMS INC COM 233326107 98239 2255768 SH SOLE 1654090 601678 DYNCORP INTERNATIONAL INC-A COM 26817C101 66712 4648948 SH SOLE 2866515 1782433 EAGLE MATERIALS INC COM 26969P108 25691 986219 SH SOLE 478983 507236 EARTHLINK INC COM 270321102 8683 1044945 SH SOLE 1044945 EASTMAN CHEMICAL CO COM 277432100 179211 2974951 SH SOLE 1855369 1119582 EBAY INC COM 278642103 15203 645840 SH SOLE 362740 283100 EMC CORP/MASS COM 268648102 4302 246250 SH SOLE 135280 110970 ENZON PHARMACEUTICALS INC COM 293904108 69680 6617307 SH SOLE 4946717 1670590 FERRO CORP COM 315405100 5731 695560 SH SOLE 695560 FIDELITY NATIONAL FINL - A COM 31620R105 250 18600 SH SOLE 18600 FORCE PROTECTION INC COM 345203202 2222 426570 SH SOLE 426570 FRANKLIN RESOURCES INC COM 354613101 9703 92100 SH SOLE 51890 40210 FREEPORT-MCMORAN COPPER COM 35671D857 6510 81080 SH SOLE 45600 35480 GENERAL DYNAMICS COM 369550108 319265 4683360 SH SOLE 2922970 1760390 GEO GROUP INC/THE COM 36159R103 7950 363350 SH SOLE 363350 GLOBAL CROSSING LTD COM G3921A175 44580 3128445 SH SOLE 2286969 841476 GLOBAL PARTNERS LP COM 37946R109 343 14940 SH SOLE 14940 GOLDMAN SACHS GROUP INC COM 38141G104 14672 86900 SH SOLE 48630 38270 GOOGLE INC - CL A COM 38259P508 39434 63605 SH SOLE 46845 16760 H&R BLOCK INC COM 093671105 4906 216890 SH SOLE 216890 HALLIBURTON CO COM 406216101 15977 530980 SH SOLE 298810 232170 HEALTH NET INC COM 42222G108 60639 2603642 SH SOLE 1654813 948829 HEWLETT-PACKARD CO COM 428236103 26887 521970 SH SOLE 288720 233250 IBM CORPORATION COM 459200101 26819 204880 SH SOLE 106600 98280 JOHNSON & JOHNSON COM 478160104 11488 178350 SH SOLE 100560 77790 JPMORGAN CHASE & CO COM 46625H100 34246 821840 SH SOLE 457870 363970 KIMBERLY-CLARK CORP COM 494368103 18789 294920 SH SOLE 165820 129100 KOPPERS HOLDINGS INC COM 50060P106 5639 185240 SH SOLE 185240 L-1 IDENTITY SOLUTIONS INC COM 50212A106 57336 7655056 SH SOLE 4299930 3355126 LEAP WIRELESS INTL INC COM 521863308 68303 3891929 SH SOLE 2506997 1384932 LIBERTY MEDIA-STARZ SERIES A COM 53071M708 765 16575 SH SOLE 9365 7210 LOCKHEED MARTIN COM 539830109 16047 212970 SH SOLE 122400 90570 LSI CORP COM 502161102 109686 18250517 SH SOLE 12269085 5981432 MAGMA DESIGN AUTOMATION COM 559181102 2030 878763 SH SOLE 878763 MASTERCARD INC-CLASS A COM 57636Q104 10531 41140 SH SOLE 22920 18220 MCDONALDS CORP COM 580135101 34946 559670 SH SOLE 193670 366000 MCMORAN EXPLORATION CO COM 582411104 30136 3757548 SH SOLE 2475583 1281965 MDS INC COM 55269P302 65741 8593536 SH SOLE 5498905 3094631 MERGE HEALTHCARE INC COM 589499102 2587 770043 SH SOLE 770043 METROPCS COMMUNICATIONS INC COM 591708102 258 33860 SH SOLE 33860 MICROSOFT CORP COM COM 594918104 22753 746260 SH SOLE 422160 324100 MORGAN STANLEY COM 617446448 25124 848790 SH SOLE 473690 375100 NCR CORP COM 62886E108 13049 1172410 SH SOLE 1172410 NET 1 UEPS TECHNOLOGIES INC COM 64107N206 5581 287360 SH SOLE 287360 NOVELL INC COM 670006105 7830 1886740 SH SOLE 1886740 NTELOS HOLDINGS CORP COM 67020Q107 651 36530 SH SOLE 36530 NVIDIA CORP COM 67066G104 161289 8634340 SH SOLE 5373520 3260820 ORACLE CORP COM 68389X105 27763 1131350 SH SOLE 620170 511180 OWENS CORNING COM 690742101 111838 4361840 SH SOLE 2563065 1798775 PACKAGING CORP OF AMERICA COM 695156109 112458 4887375 SH SOLE 3099385 1787990 PDL BIOPHARMA INC COM 69329Y104 73653 10736629 SH SOLE 6161829 4574800 PFIZER INC COM 717081103 9035 496700 SH SOLE 496700 PRAXAIR INC COM 74005P104 156267 1945800 SH SOLE 1201310 744490 PRECISION CASTPARTS CORP COM 740189105 257350 2332121 SH SOLE 1465310 866811 QUALCOMM INC COM 747525103 8993 194410 SH SOLE 110040 84370 RAYTHEON COMPANY COM 755111507 108036 2096970 SH SOLE 1465540 631430 ROCKWELL COLLINS INC COM 774341101 68951 1245509 SH SOLE 826039 419470 ROCKWOOD HOLDINGS INC COM 774415103 315 13380 SH SOLE 13380 SARA LEE CORP COM 803111103 52466 4307560 SH SOLE 2981700 1325860 SEACHANGE INTERNATIONAL INC COM 811699107 832 126700 SH SOLE 126700 SERVICE CORP INTERNATIONAL COM 817565104 30376 3708895 SH SOLE 2755100 953795 SHIRE PLC-ADR COM 82481R106 10389 176990 SH SOLE 162560 14430 SPDR GOLD TRUST COM 78463V107 41091 382920 SH SOLE 34920 348000 STATE STREET CORP COM 857477103 22421 514960 SH SOLE 291580 223380 SUNOCO INC COM COM 86764P109 4628 177300 SH SOLE 177300 SYMANTEC CORP COM 871503108 96463 5391990 SH SOLE 3519125 1872865 TECK RESOURCES LTD-CLS B COM 878742204 103705 2965540 SH SOLE 1864635 1100905 TEEKAY CORPORATION COM Y8564W103 134385 5789979 SH SOLE 3596229 2193750 TEEKAY OFFSHORE PARTNERS LP COM Y8565J101 13819 692661 SH SOLE 692661 THE SHERWIN-WILLIAMS CO COM 824348106 88590 1436991 SH SOLE 808420 628571 THERAVANCE INC COM 88338T104 24787 1896446 SH SOLE 1188103 708343 THERMO FISHER SCIENTIFIC INC COM 883556102 12396 259920 SH SOLE 138820 121100 TIVO INC COM 888706108 15316 1504522 SH SOLE 1504522 TRANSOCEAN INC COM G90073100 448 5410 SH SOLE 5410 TREEHOUSE FOODS INC COM 89469A104 14989 385707 SH SOLE 385707 TRIAN ACQUISITION I CORP COM 89582E108 501 50950 SH SOLE 50950 TRIAN ACQUISITION I-UNITS (1 c COM 89582E207 2794 283690 SH SOLE 283690 US BANCORP COM 902973304 19656 873230 SH SOLE 470540 402690 VALEANT PHARMACEUTICALS COM 91911X104 279544 8793445 SH SOLE 5488058 3305387 VALSPAR CORP COM 920355104 161607 5954582 SH SOLE 3845772 2108810 VERISIGN INC COM 92343E102 10218 421550 SH SOLE 421550 WAL-MART STORES INC COM 931142103 15007 280770 SH SOLE 155330 125440 WALTER ENERGY INC COM 93317Q105 413 5480 SH SOLE 5480 WEBSENSE INC COM 947684106 9147 523866 SH SOLE 523866 XEROX CORP COM 984121103 13882 1640940 SH SOLE 1640940 YUM! BRANDS INC COM 988498101 19105 546320 SH SOLE 302970 243350 - TIVO JAN 12.5 LEAPS (2011) CALL 8887069AV 771 3504 SH CALL SOLE 3504 - SPX MAR 1010 PUTS PUT 618 401 SH PUT SOLE 401 - SPX MAR 1075 PUTS PUT 1526 513 SH PUT SOLE 513 - TIVO JAN 10 PUTS PUT 8887069MB 436 6708 SH PUT SOLE 6708