13F-HR 1 inftable.txt JUNE 30 2005 13F-HR SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2005 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 Phone: 203-341-9053 Signature, Place and date of Signing: /s/ Lane S. Bucklan Westport, CT August 2, 2005 ---------------------- ----------- ------------- [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: 103 Form 13F Information Table Value Total: $9,700,758,000 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALAMOSA HOLDINGS INC COM 011589108 84169 6055333 SH SOLE 4298433 1756900 ALLSTATE CORP COM 020002101 34553 578300 SH SOLE 366300 212000 ALLTEL CORP COM 020039103 228244 3664800 SH SOLE 2655375 1009425 AMERICA MOVIL SA - ADR COM 02364W105 22454 376675 SH SOLE 335575 41100 AMERICAN INTERNATIONAL GROUP COM 026874107 25619 440950 SH SOLE 298150 142800 AMERICAN STANDARD COM 029712106 225730 5384791 SH SOLE 3903472 1481319 AMGEN INC COM 031162100 41545 687150 SH SOLE 461050 226100 ANDRX CORP COM 034553107 153704 7567874 SH SOLE 5653124 1914750 APPLERA CORP-APPLIED BIOSYSTEM COM 038020103 128846 6550360 SH SOLE 4848910 1701450 AUTOLIV INC COM 052800109 239517 5468420 SH SOLE 4041920 1426500 AUTONATION INC COM 05329W102 86820 4231005 SH SOLE 3025555 1205450 BALL CORP COM 058498106 247931 6894638 SH SOLE 5097460 1797178 BANK OF AMERICA CORP COM 060505104 35862 786270 SH SOLE 507324 278946 BARD (C.R.) INC COM 067383109 10861 163300 SH SOLE 163300 BAXTER INTL INC COM 071813109 115324 3108460 SH SOLE 2230810 877650 BIOGEN IDEC INC COM 09062X103 241146 6999870 SH SOLE 5075705 1924165 BLACK & DECKER CORP COM 091797100 201676 2244580 SH SOLE 1633730 610850 BOSTON SCIENTIFIC CORP COM 101137107 250992 9295990 SH SOLE 6749440 2546550 BURLINGTON RESOURCES INC COM 122014103 26551 480650 SH SOLE 312650 168000 CELERA GENOMICS GROUP-APPLER COM 038020202 82466 7517454 SH SOLE 5708783 1808671 CEPHALON INC COM 156708109 75409 1894223 SH SOLE 1384505 509718 CHEVRON CORP COM 166764100 23612 422250 SH SOLE 276376 145874 CITIGROUP INC COM 172967101 38167 825585 SH SOLE 539036 286549 COCA-COLA ENTERPRISES COM 191219104 23291 1058200 SH SOLE 712300 345900 COMMUNITY HEALTH SYSTEMS INC COM 203668108 145530 3851017 SH SOLE 2859517 991500 CONSTELLATION ENERGY GROUP COM 210371100 267350 4634258 SH SOLE 3307048 1327210 CONTINENTAL AG-SPON ADR COM 210771200 133951 1856440 SH SOLE 1321490 534950 CROWN HOLDINGS INC. 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PENNEY CO INC COM 708160106 36690 697800 SH SOLE 460600 237200 JPMORGAN CHASE & CO COM 46625H100 22561 638750 SH SOLE 429450 209300 KB HOME COM 48666K109 78521 1030055 SH SOLE 736880 293175 KIMBERLY-CLARK CORP COM 494368103 78202 1249426 SH SOLE 931576 317850 KNIGHT CAPITAL GROUP INC COM 499005106 65619 8611475 SH SOLE 6372725 2238750 L-3 COMMUNICATION HLDGS COM 502424104 37402 488400 SH SOLE 488400 LENNAR CORP CL A COM 526057104 78202 1232500 SH SOLE 915050 317450 LIBERTY MEDIA CORP COM 530718105 28921 2838200 SH SOLE 1848700 989500 MANOR CARE INC COM 564055101 205996 5184905 SH SOLE 3949955 1234950 MCDONALDS CORP COM 580135101 36962 1331950 SH SOLE 871750 460200 MEDIMMUNE INC COM 584699102 127192 4760166 SH SOLE 3523416 1236750 MONSANTO CO COM 61166W101 261061 4152400 SH SOLE 2978600 1173800 MORGAN STANLEY COM 617446448 27326 520800 SH SOLE 347200 173600 NALCO HOLDING CO COM 62985Q101 102949 5244475 SH SOLE 3835750 1408725 NII HOLDINGS INC CL B COM 62913F201 110553 1729013 SH SOLE 1309313 419700 NOVEN PHARMACEUTICALS INC COM 670009109 6463 369710 SH SOLE 369710 OWENS-ILLINOIS INC COM 690768403 62717 2503675 SH SOLE 1786075 717600 PACKAGING CORP OF AMERICA COM 695156109 142627 6775646 SH SOLE 5145789 1629857 PACTIV CORP COM 695257105 122190 5662206 SH SOLE 4176356 1485850 PENTAIR INC COM 709631105 160343 3745455 SH SOLE 2754795 990660 PHELPS DODGE CORP COM 717265102 92554 1000585 SH SOLE 731685 268900 PRAXAIR INC COM 74005P104 19733 423450 SH SOLE 284350 139100 PRECISION CASTPARTS CORP COM 740189105 108360 1391015 SH SOLE 1028615 362400 PULTE HOMES INC COM 745867101 14575 173000 SH SOLE 116500 56500 RYLAND GROUP INC. COM 783764103 82053 1081495 SH SOLE 773845 307650 SHIRE PHARMACEUTICAL-ADR COM 82481R106 251888 7679499 SH SOLE 5705189 1974310 SOURCE INTERLINK COS INC COM 836151209 163 13200 SH SOLE 13200 SPRINT CORPORATION (FON GRP) COM 852061100 69660 2776390 SH SOLE 1885190 891200 STANDARD-PACIFIC CORP COM 85375C101 53551 608885 SH SOLE 435385 173500 STANLEY WORKS (THE) COM 854616109 131686 2891655 SH SOLE 2138755 752900 STORAGE TECH CORP COM 862111200 218908 6032175 SH SOLE 4522724 1509451 TEEKAY SHIPPING CORP COM Y8564W103 130655 2976190 SH SOLE 2208140 768050 THOMSON-SPON ADR COM 885118109 187877 7844550 SH SOLE 5983200 1861350 TOTAL SA - SPON ADR COM 89151E109 10014 85700 SH SOLE 80100 5600 TREEHOUSE FOODS INC COM 89469A104 33671 1181019 SH SOLE 879669 301350 TYCO INTERNATIONAL LTD COM 902124106 334663 11461062 SH SOLE 8423612 3037450 U.S. BANCORP COM 902973304 36580 1252750 SH SOLE 801850 450900 UAP HOLDING CORP COM 903441103 12858 774550 SH SOLE 774550 UNITED TECHNOLOGIES COM 913017109 13541 263700 SH SOLE 182200 81500 UNITEDHEALTH GROUP INC COM 91324P102 30182 578870 SH SOLE 397870 181000 US UNWIRED INC COM 90338R104 143 24500 SH SOLE 24500 VALEANT PHARMACEUTICALS COM 91911X104 183676 10418354 SH SOLE 7847347 2571007 VIACOM INC CL B COM 925524308 15421 481600 SH SOLE 333700 147900 VIASYS HEALTHCARE INC COM 92553Q209 63377 2805555 SH SOLE 2059205 746350 VIVENDI UNIVERSAL-SP ADR COM 92851S204 26975 861000 SH SOLE 758000 103000 WALTER INDUSTRIES INC COM 93317Q105 207 5150 SH SOLE 5150 WELLPOINT INC COM 94973V107 47188 677600 SH SOLE 460100 217500 YUM! BRANDS INC COM 988498101 185349 3558923 SH SOLE 2538426 1020497 NEPTUNE ORIENT LINES LTD (SGD) 6628859 47 21000 SH SOLE 21000 NORBORD INC - TORONTO 65548P106 1190 139217 SH SOLE 139217 DOBSON COMMON CORP 13% 05 01 0 256072505 8000 8000 SH SOLE 8000