13F-HR 1 13f_v3.txt IRIDIAN ASSET MANAGEMENT FORM 13F-HR MARCH 31, 2013 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 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 028-11953 First Eagle Investment Management LLC 028-12592 The Bank of New York Mellon Corporation (The Dreyfus Corporation) 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 May 9, 2013 ---------------------- ----------- ------------- [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: 0 Form 13F Information Table Entry Total: 178 Form 13F Information Table Value Total: $6,804,003 FORM 13F INFORMATION TABLE TITLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ -------- --------- --------- -------- --- ---- --------- -------- ---------- ---------- ---------- Abbott Laboratories COM 002824100 1375 38920 SH Sole 30280 8640 AbbVie Inc COM 00287Y109 3529 86530 SH Sole 67570 18960 Accuray Inc COM 004397105 247 53270 SH Sole 53270 0 Acxiom Corp COM 005125109 292 14300 SH Sole 14300 0 ADT Corp/The COM 00101J106 180733 3692946 SH Sole 2835037 857909 Aeropostale Inc COM 007865108 310 22800 SH Sole 22800 0 Alliant Techsystems Inc COM 018804104 104243 1439223 SH Sole 1118050 321173 Allscripts Healthcare Solution COM 01988P108 380 27950 SH Sole 27950 0 Amdocs Ltd COM G02602103 39924 1101359 SH Sole 842650 258709 American International Group I COM 026874784 3611 93020 SH Sole 72540 20480 American National Insurance Co COM 028591105 377 4345 SH Sole 4345 0 Amgen Inc COM 031162100 2358 23000 SH Sole 17050 5950 AngioDynamics Inc COM 03475V101 318 27820 SH Sole 27820 0 Anheuser-Busch InBev NV COM 03524A108 1181 11860 SH Sole 11860 0 AOL Inc COM 00184X105 133237 3461589 SH Sole 2647007 814582 Argo Group International Holdi COM G0464B107 416 10050 SH Sole 10050 0 Arkansas Best Corp COM 040790107 420 36000 SH Sole 36000 0 Aspen Insurance Holdings Ltd COM G05384105 482 12490 SH Sole 12490 0 Atlas Energy LP COM 04930A104 1389 31539 SH Sole 31539 0 Atlas Pipeline Partners LP COM 049392103 407 11757 SH Sole 11757 0 Atlas Resource Partners LP COM 04941A101 807 33371 SH Sole 33371 0 AutoZone Inc COM 053332102 183386 462198 SH Sole 353976 108222 Auxilium Pharmaceuticals Inc COM 05334D107 215 12420 SH Sole 12420 0 Aviat Networks Inc COM 05366Y102 259 76800 SH Sole 76800 0 Avis Budget Group Inc COM 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34700 10660 Orion Marine Group Inc COM 68628V308 477 47960 SH Sole 47960 0 Owens Corning COM 690742101 45917 1164531 SH Sole 888301 276230 Packaging Corp of America COM 695156109 66297 1477526 SH Sole 1130950 346576 Park Sterling Corp COM 70086Y105 383 67930 SH Sole 67930 0 PepsiCo Inc COM 713448108 2250 28440 SH Sole 22160 6280 PetroQuest Energy Inc COM 716748108 186 41780 SH Sole 41780 0 Pfizer Inc COM 717081103 2985 103420 SH Sole 103420 0 PICO Holdings Inc COM 693366205 408 18370 SH Sole 18370 0 Pike Electric Corp COM 721283109 264 18544 SH Sole 18544 0 Platinum Underwriters Holdings COM G7127P100 380 6810 SH Sole 6810 0 Plexus Corp COM 729132100 363 14950 SH Sole 14950 0 Praxair Inc COM 74005P104 2194 19670 SH Sole 15160 4510 Precision Castparts Corp COM 740189105 2327 12270 SH Sole 9920 2350 Pulse Electronics Corp COM 74586W106 63 156417 SH Sole 156417 0 QLogic Corp COM 747277101 320 27550 SH Sole 27550 0 Quantum Corp COM 747906204 372 290280 SH Sole 290280 0 Radisys Corp COM 750459109 378 76810 SH Sole 76810 0 Regis Corp COM 758932107 342 18820 SH Sole 18820 0 Rockville Financial Inc COM 774188106 368 28370 SH Sole 28370 0 Rockwood Holdings Inc COM 774415103 212163 3242094 SH Sole 2488385 753709 Royal Dutch Shell PLC COM 780259107 1046 15660 SH Sole 11890 3770 Sagent Pharmaceuticals Inc COM 786692103 326 18560 SH Sole 18560 0 SAIC Inc COM 78390X101 79670 5879674 SH Sole 4562230 1317444 Schlumberger Ltd COM 806857108 2218 29620 SH Sole 23200 6420 Seagate Technology PLC COM G7945M107 103387 2828250 SH Sole 2172548 655702 SemGroup Corp COM 81663A105 70867 1370213 SH Sole 1052360 317853 Service Corp International/US COM 817565104 89174 5330208 SH Sole 4084640 1245568 Shire PLC COM 82481R106 1293 14150 SH Sole 10520 3630 SPDR Gold Shares COM 78463V107 1815 11753 SH Sole 11753 0 State Street Corp COM 857477103 3188 53960 SH Sole 40850 13110 Stillwater Mining Co COM 86074Q102 258 19976 SH Sole 19976 0 Susser Holdings Corp COM 869233106 343 6720 SH Sole 6720 0 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