13F-HR 1 c20878-13fhr.txt FORM 13F HOLINGS REPORT SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2001 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Iridian Asset Management LLC Address: 276 Post Road West, Westport, CT 06880-4704 13F File Number: 29-6008 The institutional investment manager filing this report and the person by whom it is signed hereby represent 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: Jeffrey M. Elliot Title: Executive Vice President Phone: 203-341-9009 Signature, Place, and Date of Signing: /s/ Jeffrey M. Elliot Westport, CT May 9, 2001 --------------------- --------------- ----------- [Signature] [City, State] [Date] List of Other Managers Reporting for this Manager: None. 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: 100 Form 13F Information Table Value Total: $10,218,504,000 Iridian Asset Management LLC FORM 13F March 31, 2001

Voting Authority -------------------------- Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AMERICAN GENERAL CORP COM 026351106 76114 1989900 SH Sole 1727900 262000 AMERICAN STANDARD COM 029712106 195492 3309500 SH Sole 2481000 828500 AMPHENOL CORP CL A COM 032095101 42049 1334900 SH Sole 1025800 309100 AOL TIME WARNER COM 00184A105 39712 989100 SH Sole 874400 114700 AON CORP COM 037389103 195381 5503700 SH Sole 4222900 1280800 AT&T CORP LIBERTY MEDIA COM 001957208 44580 3184300 SH Sole 2777200 407100 BAKER HUGHES INC COM 057224107 34854 959900 SH Sole 841000 118900 BALL CORP COM 058498106 92105 2007964 SH Sole 1519500 488464 BANK OF AMERICA CORP COM 060505104 35694 651950 SH Sole 565950 86000 BAUSCH & LOMB COM 071707103 165056 3614891 SH Sole 2712900 901991 BECTON DICKINSON COM 075887109 130370 3691117 SH Sole 2817822 873295 BIOGEN INC COM 090597105 276954 4374400 SH Sole 3445400 929000 BOEING CO. COM 097023105 71500 1283425 SH Sole 1129325 154100 BOSTON SCIENTIFIC CORP COM 101137107 60333 2989747 SH Sole 2589547 400200 BOWATER INC COM 102183100 100801 2126600 SH Sole 1579600 547000 CABLETRON SYSTEMS INC COM 126920107 69291 5371421 SH Sole 4040100 1331321 CABOT CORP COM 127055101 60134 1909000 SH Sole 1297300 611700 CADENCE DESIGN COM 127387108 39646 2144200 SH Sole 1614000 530200 CENDANT CORP COM 151313103 111503 7642437 SH Sole 5645900 1996537 CEPHALON INC COM 156708109 127212 2646800 SH Sole 2004900 641900 CERIDIAN CORP COM 15677T106 105059 5678841 SH Sole 4289050 1389791 CHUBB CORP COM 171232101 227860 3145500 SH Sole 2493300 652200 CIGNA CORP COM 125509109 229822 2140668 SH Sole 1748868 391800 CITIGROUP INC COM 172967101 94005 2089937 SH Sole 1814459 275478 CLOROX COMPANY COM 189054109 104376 3318800 SH Sole 2477300 841500 COMDISCO, INC. COM 200336105 58255 7281900 SH Sole 5458200 1823700 COMERICA INC COM 200340107 202693 3295821 SH Sole 2480300 815521 COMPAQ COMPUTER COM 204493100 41493 2279835 SH Sole 1980335 299500 CONSECO INC COM 208464107 121735 7561200 SH Sole 5678100 1883100 DOW CHEMICAL COM 260543103 44908 1422500 SH Sole 1237800 184700 DUN & BRADSTREET NEW COM 26483E100 106524 4521396 SH Sole 3403475 1117921 ELECTRONIC DATA SYS NW COM COM 285661104 87642 1568953 SH Sole 1362753 206200 EQUIFAX INC COM 294429105 200365 6411689 SH Sole 4816700 1594989 FANNIE MAE COM 313586109 43366 544800 SH Sole 473200 71600 FEDERATED DEPT STORES COM COM 31410H101 111873 2692500 SH Sole 2019400 673100 FIRST DATA CORP COM 319963104 186391 3121609 SH Sole 2474696 646913 FIRST UNION CORP COM 337358105 39656 1201700 SH Sole 1045600 156100 FLEETBOSTON FIN CORP COM 339030108 41706 1104804 SH Sole 963796 141008 FORTUNE BRANDS COM 349631101 146398 4255746 SH Sole 3253600 1002146 FREDDIE MAC COM 313400301 59702 920900 SH Sole 800000 120900 GALILEO INTL INC COM 363547100 67364 3076000 SH Sole 2346000 730000 GENERAL DYNAMICS COM 369550108 185672 2959390 SH Sole 2383500 575890 GENERAL MOTORS CL H COM 370442832 124711 6395415 SH Sole 5041460 1353955 GENUITY INC COM 37248E103 260 120600 SH Sole 120600 HALLIBURTON CO COM 406216101 34846 948195 SH Sole 835195 113000 HARRIS CORP COM 413875105 105727 4271800 SH Sole 3212100 1059700 HARTFORD FINANCIAL COM 416515104 290533 4924289 SH Sole 3929489 994800 HCA - THE HEALTHCARE COMPANY COM 404119109 70101 1740765 SH Sole 1528165 212600 HILTON HOTELS CORP COM 432848109 113117 10824600 SH Sole 8151700 2672900 HOUSEHOLD INTL COM 441815107 190037 3207925 SH Sole 2598725 609200 IBM CORPORATION COM 459200101 35996 374254 SH Sole 328154 46100 INTERNATIONAL PAPER COM 460146103 129482 3588751 SH Sole 2877451 711300 J.P. MORGAN CHASE & CO COM 46625H100 97978 2182147 SH Sole 1894757 287390 K-MART CORP COM 482584109 102482 10902300 SH Sole 8205000 2697300 KIMBERLY- CLARK CORP COM 494368103 87216 1285808 SH Sole 1118908 166900 LOCKHEED MARTIN COM 539830109 60819 1706000 SH Sole 1506000 200000 LORAL SPACE COM G56462107 34048 15547100 SH Sole 11698300 3848800 MANDALAY RESORT COM 562567107 151766 7599700 SH Sole 5820700 1779000 MASCO CORP COM 574599106 167631 6944100 SH Sole 5371000 1573100 MATTEL INC COM 577081102 97288 5484116 SH Sole 4125500 1358616 MCDONALDS CORP COM 580135101 178392 6719100 SH Sole 5324800 1394300 MEAD CORP COM 582834107 28279 1127100 SH Sole 781200 345900 MELLON FINANCIAL CORP COM 58551A108 275277 6793614 SH Sole 5261052 1532562 METRIS COMPANIES INC COM 591598107 76529 3682800 SH Sole 2767900 914900 MILLIPORE CORP COM 601073109 114179 2468200 SH Sole 1866900 601300 MORGAN STANLEY DEAN WITTER & C COM 617446448 78779 1472500 SH Sole 1279400 193100 MOTOROLA INC COM 620076109 37188 2607858 SH Sole 2251158 356700 NCR CORP COM 62886E108 186466 4777498 SH Sole 3590400 1187098 PACKAGING CORP OF AMERICA COM 695156109 857 64900 SH Sole 64900 PARAMETRIC TECH CORP COM COM 699173100 79800 8805500 SH Sole 6590800 2214700 PARK PLACE ENTERTAINMENT CORP COM 700690100 76379 7451600 SH Sole 5660700 1790900 PHILLIPS PETROLEUM CO COM 718507106 167340 3039788 SH Sole 2452988 586800 PITNEY-BOWES INC COM 724479100 106450 3063307 SH Sole 2309300 754007 PNC FINCL SERVICES GRP COM 693475105 91456 1349900 SH Sole 1174200 175700 POTLATCH CORP COM 737628107 16068 502900 SH Sole 454200 48700 PROVIDIAN FINANCIAL CORP COM 74406A102 202415 4126700 SH Sole 3280300 846400 RAYTHEON CORP Cl B COM 755111408 48154 1639000 SH Sole 1445800 193200 READERS DIGEST ASSN INC COM 755267101 143674 5228300 SH Sole 3893700 1334600 SAKS INCORPORATED COM 79377W108 58413 4493300 SH Sole 3083000 1410300 SAPPI LTD COM 803069202 894 109300 SH Sole 109300 SBC COMMUNICATIONS INC COM 78387G103 74661 1672896 SH Sole 1450495 222401 SIX FLAGS INC COM 83001P109 77655 4013200 SH Sole 3017900 995300 SPRINT CORPORATION (FON GRP) COM 852061100 16644 756900 SH Sole 721700 35200 ST JUDE MEDICAL COM 790849103 136212 2529480 SH Sole 1899200 630280 STARWOOD HOTELS & RESORTS COM 85590A203 187092 5501100 SH Sole 4136100 1365000 STORAGE TECH CORP COM 862111200 82765 7600090 SH Sole 5752800 1847290 SUNTRUST BANKS COM 867914103 52799 814800 SH Sole 707500 107300 TEKTRONIX INC COM 879131100 56739 2079100 SH Sole 1856700 222400

Voting Authority -------------------------- Value Shares/ Sh/ Put/ Invstmt Other Name of Issuer Title of class CUSIP (x$1000) Prn Amt Prn Call Dscretn Managers Sole Shared None ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- TENET HEALTHCARE CORP COM 88033G100 119090 2706600 SH Sole 2014500 692100 THERMO ELECTRON CORP COM 883556102 184345 8200400 SH Sole 6193500 2006900 TJX CO INC COM 872540109 150234 4694800 SH Sole 3493300 1201500 TRICON GLOBAL REST COM 895953107 151622 3970200 SH Sole 2979900 990300 TYCO INTERNATIONAL LTD COM 902124106 71213 1647306 SH Sole 1441736 205570 USA EDUCATION INC COM 90390U102 115855 1594700 SH Sole 1296900 297800 VERIZON COMMUNICATIONS COM 92343V104 44526 903163 SH Sole 768271 134892 VIACOM INC CL B COM 925524308 41750 949500 SH Sole 838600 110900 WASTE MANAGEMENT INC COM 94106L109 196391 7951057 SH Sole 6245707 1705350 WELLS FARGO & CO COM 949746101 24146 488100 SH Sole 464300 23800 WEYERHAEUSER CO COM 962166104 43288 852300 SH Sole 746900 105400 WILLIAMS COMPANIES COM 969457100 54800 1278886 SH Sole 1060486 218400