13F-HR 1 inftable.txt IRIDIAN ASSET MANAGEMENT LLC 13F-HR DECEMBER 31, 2012 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 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 February 4, 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: 176 Form 13F Information Table Value Total: $6,068,757 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBOTT LABORATORIES COM 002824100 2617 39960 SH Sole 30760 9200 ABBVIE INC COM 00287Y109 629 18410 SH Sole 14340 4070 ACCURAY INC COM 004397105 293 45600 SH Sole 45600 ACXIOM CORP COM 005125109 250 14300 SH Sole 14300 AEROPOSTALE INC COM 007865108 242 18580 SH Sole 18580 ALLIANT TECHSYSTEMS INC COM 018804104 90441 1459673 SH Sole 1197810 261863 ALLSCRIPTS HEALTHCARE SOLUTION COM 01988P108 263 27950 SH Sole 27950 AMDOCS LTD COM G02602103 112100 3298024 SH Sole 2655922 642102 AMERICAN EAGLE OUTFITTERS COM 02553E106 266 12980 SH Sole 12980 AMERICAN INTERNATIONAL GROUP COM 026874784 3429 97130 SH Sole 74950 22180 AMGEN INC COM 031162100 128757 1491620 SH Sole 1180590 311030 ANGIODYNAMICS INC COM 03475V101 350 31820 SH Sole 31820 ANHEUSER-BUSCH INBEV SPN ADR COM 03524A108 1037 11860 SH Sole 11860 AOL INC COM 00184X105 85238 2878689 SH Sole 2316587 562102 AON PLC COM G0408V102 22780 409706 SH Sole 331170 78536 ARGO GROUP INTN'L COM G0464B107 338 10050 SH Sole 10050 ARKANSAS BEST CORP COM 040790107 276 28870 SH Sole 28870 ASPEN INSURANCE HOLDINGS COM G05384105 414 12910 SH Sole 12910 ATLAS ENERGY LP COM 04930A104 1790 51539 SH Sole 51539 ATLAS PIPELINE PARTNERS LP COM 049392103 371 11757 SH Sole 11757 ATLAS RESOURCE PARTNERS LP COM 04941A101 342 15241 SH Sole 15241 AUTOZONE INC COM 053332102 194471 548687 SH Sole 443305 105382 AVIAT NETWORKS INC COM 05366Y102 312 94730 SH Sole 94730 AVIS BUDGET GROUP INC COM 053774105 88437 4461986 SH Sole 3608770 853216 BALL CORP COM 058498106 176703 3948671 SH Sole 3190715 757956 BANK OF AMERICA CORP COM 060505104 2317 199760 SH Sole 156410 43350 BAXTER INTL INC COM 071813109 244608 3669485 SH Sole 2956566 712919 BEBE STORES INC COM 075571109 229 57412 SH Sole 57412 BROOKLINE BANCORP COM 11373M107 335 39366 SH Sole 39366 CAL DIVE INTNL INC COM 12802T101 422 244140 SH Sole 244140 CENTERSTATE BANKS INC COM 15201P109 424 49721 SH Sole 49721 CHECK POINT SOFTWARE TECH COM M22465104 52095 1093522 SH Sole 884190 209332 CHEVRON CORP COM 166764100 3332 30816 SH Sole 23528 7288 CHICOS FAS INC COM 168615102 357 19344 SH Sole 19344 CHUBB CORP COM 171232101 2067 27440 SH Sole 21400 6040 CITIGROUP INC COM 172967424 1712 43280 SH Sole 33910 9370 COCA COLA COM 191216100 1999 55150 SH Sole 40430 14720 COMVERSE INC COM 20585P105 249 8732 SH Sole 8732 COMVERSE TECHNOLOGY INC COM 205862402 166 43200 SH Sole 43200 COPANO ENERGY LLC-UNITS COM 217202100 633 20000 SH Sole 20000 COVANTA HOLDING CORP COM 22282E102 56039 3042267 SH Sole 2454115 588152 CROWN HOLDINGS INC COM 228368106 129033 3505374 SH Sole 2799566 705808 CRYOLIFE INC COM COM 228903100 351 56400 SH Sole 56400 DEVON ENERGY CORP COM 25179M103 919 17650 SH Sole 13870 3780 DRESSER-RAND GROUP INC COM 261608103 211798 3772673 SH Sole 3050142 722531 DU PONT (EI) DE NEMOURS COM 263534109 1564 34780 SH Sole 26540 8240 EASTMAN CHEMICAL CO COM 277432100 299364 4399170 SH Sole 3557592 841578 EBAY INC COM 278642103 2431 47650 SH Sole 36900 10750 EMULEX CORP COM 292475209 265 36340 SH Sole 36340 EXIDE TECHNOLOGIES COM 302051206 271 79180 SH Sole 79180 FALCONSTOR SOFTWARE INC COM 306137100 376 161370 SH Sole 161370 FERRO CORP COM 315405100 350 83850 SH Sole 83850 FIDELITY NATIONAL FINL-A COM 31620R105 457 19393 SH Sole 19393 FIFTH STREET FINANCE CORP COM 31678A103 295 28283 SH Sole 28283 FIRST FINANCIAL HOLDINGS INC COM 320239106 395 30168 SH Sole 30168 FIRST MERCHANTS CORP COM 320817109 321 21618 SH Sole 21618 FIRST MIDWEST BANK COM 320867104 376 30070 SH Sole 30070 FLAMEL TECHNOLOGIES-SP ADR COM 338488109 379 125180 SH Sole 125180 FLOW INTL CORP COM 343468104 341 97333 SH Sole 97333 FLOWSERVE CORP COM 34354P105 67197 457743 SH Sole 369920 87823 FLUSHING FINANCIAL CORP COM 343873105 366 23870 SH Sole 23870 FMC CORP COM 302491303 100437 1716292 SH Sole 1385290 331002 FORMFACTOR INC COM 346375108 223 48979 SH Sole 48979 FOSTER WHEELER LTD COM H27178104 233 9591 SH Sole 9591 FRANKLIN RESOURCES INC COM 354613101 3026 24070 SH Sole 18230 5840 FREEPORT-MCMORAN COPPER COM 35671D857 1344 39300 SH Sole 30600 8700 GENERAL ELECTRIC CO COM 369604103 2273 108300 SH Sole 108300 GIBRALTAR INDUSTRIES INC COM 374689107 400 25120 SH Sole 25120 GRACE W R & CO COM 38388F108 238468 3547053 SH Sole 2867310 679743 GSI GROUP INC COM 36191C205 290 33520 SH Sole 33520 GUESS? 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