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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 1999
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: 28-6008
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. Elliott
Title: Executive Vice President
Phone: 203-341-9009
Signature, Place, and Date of Signing:
Jeffrey M. Elliott, Westport, CT, February 1, 2000
List of Other Managers Reporting for this Manager: None.
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
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FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: None
Form 13F Information Table Entry Total: 111
Form 13F Information Table Value Total: $8,540,143,000
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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
- ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AGRIUM INC COM COM 008916108 447 45000 SH SOLE 45000
ALPINE GROUP INC COM 020825105 801 61900 SH SOLE 61900
AMERICAN HOME PRODUCTS CORP COM 026609107 6030 145300 SH SOLE 142700 2600
AMERITECH CORPORATION COM 030954101 9238 138400 SH SOLE 126500 11900
AMGEN INC COM 031162100 147319 1807600 SH SOLE 1357400 450200
AON CORP COM 037389103 61104 2066948 SH SOLE 1512898 554050
ASCENT ENTERTAINMENT GR COM 043628106 1679 122100 SH SOLE 122100
ASSOCIATES FIRST CAPITAL CORP COM 046008108 6487 180200 SH SOLE 165300 14900
AT&T CORP LIBERTY MEDIA COM 001957208 257456 6899982 SH SOLE 5166320 1733662
ATLANTIC RICHFIELD COM 048825103 4653 52500 SH SOLE 47700 4800
AXA FINANCIAL INC COM 002451102 126806 2272000 SH SOLE 1713400 558600
BALL CORP COM 058498106 107094 2430500 SH SOLE 1839500 591000
BANKBOSTON COM 06605R106 246021 5671960 SH SOLE 4241360 1430600
BAUSCH & LOMB COM 071707103 176541 2677400 SH SOLE 1990500 686900
BAXTER INTL INC COM 071813109 4856 80600 SH SOLE 73400 7200
BECTON DICKINSON COM 075887109 142689 5084700 SH SOLE 3822700 1262000
BELLSOUTH CORP COM 079860102 6665 148100 SH SOLE 134000 14100
CABLETRON SYSTEMS INC COM 126920107 51085 3256400 SH SOLE 2428400 828000
CABLEVISION SYSTEMS CORP COM 12686C109 156543 2151800 SH SOLE 1605700 546100
CHUBB CORP COM 171232101 5092 102600 SH SOLE 93400 9200
CIGNA CORP COM 125509109 59689 767700 SH SOLE 644100 123600
CIT GROUP HLDGS INC COM 125577106 104879 5100500 SH SOLE 3774800 1325700
CITIGROUP INC COM 172967101 4436 100821 SH SOLE 91771 9050
CLAYTON HOMES INC COM COM 184190106 261 30000 SH SOLE 30000
COMDISCO, INC. COM 200336105 150668 7801600 SH SOLE 5792700 2008900
COMSAT CORP COM SER 1 COM 20564D107 33076 1116474 SH SOLE 834659 281815
CONVERGYS CORP COM 212485106 106534 5377100 SH SOLE 3988600 1388500
CORUS ENTERTAINMENT CL B COM 220874101 215 9066 SH SOLE 9066
DEPARTMENT 56 INC COM COM 249509100 407 17000 SH SOLE 17000
DUN & BRADSTREET COM 26483B106 231821 7759700 SH SOLE 5796700 1963000
E G and G INC COM 268457108 12764 321100 SH SOLE 178600 142500
ELECTRONIC DATA SYS NW COM COM 285661104 6638 125400 SH SOLE 114400 11000
ELF AQUITANE SPONSORED ADR COM 286269105 8237 89900 SH SOLE 82100 7800
ENI SPA Spon ADR COM 26874R108 6149 97600 SH SOLE 89000 8600
EQUIFAX INC COM 294429105 147687 5251100 SH SOLE 3951200 1299900
FINOVA GROUP INC COM 317928109 227405 6230280 SH SOLE 4660200 1570080
FIRST DATA CORP COM 319963104 148982 3395590 SH SOLE 2548300 847290
FORTUNE BRANDS COM 349631101 126081 3909500 SH SOLE 2949700 959800
GALILEO INTL INC COM 363547100 149476 3713700 SH SOLE 2772200 941500
GENERAL DYNAMICS COM 369550108 413673 6625390 SH SOLE 5063300 1562090
GENERAL INSTR CORP NEW COM COM 370120107 244243 5088400 SH SOLE 3829600 1258800
GENERAL MOTORS CL H COM 370442832 191655 3347690 SH SOLE 2517800 829890
GENERAL MOTORS CORP COM 370442105 9881 157000 SH SOLE 143300 13700
GENZYME CORP COM 372917104 156691 3477200 SH SOLE 2594800 882400
GENZYME SURGICAL PRODUCTS COM 372917609 3136 557486 SH SOLE 408863 148623
GLOBAL CROSSING LTD COM G3921A100 945 35670 SH SOLE 35670
GLOBALSTAR TELECO COM G3930H104 403 17500 SH SOLE 17500
GREENPOINT FINCL COM 395384100 62289 2344980 SH SOLE 1862900 482080
GTE CORP COM 362320103 167019 2172600 SH SOLE 1646300 526300
HARRIS CORP COM 413875105 149332 5405700 SH SOLE 4048600 1357100
HARTFORD FINANCIAL COM 416515104 2755 67400 SH SOLE 61600 5800
HOUSEHOLD INTL COM 441815107 131610 3280000 SH SOLE 2484200 795800
INFORMIX CORP COM COM 456779107 159 20000 SH SOLE 20000
KIMBERLY- CLARK CORP COM 494368103 7467 141550 SH SOLE 127750 13800
L-3 COMMUNICATION HLDGS COM 502424104 21959 581700 SH SOLE 382600 199100
LOCKHEED MARTIN COM 539830109 66101 2022200 SH SOLE 1581700 440500
LORAL SPACE COM G56462107 156169 9086200 SH SOLE 6735700 2350500
MAPICS INC COM COM 564910107 304 35000 SH SOLE 35000
MARSH SUPERMARKETS INC CL B COM 571783208 210 17000 SH SOLE 17000
MEDIAONE GROUP INC COM 58440J104 6298 92200 SH SOLE 84100 8100
MEDITRUST CORP PAIRED CTF COM 58501T306 351 41272 SH SOLE 41272
MELLON BANK COM 585509102 199846 5943380 SH SOLE 4458100 1485280
MERRILL LYNCH COM 590188108 4076 60500 SH SOLE 55300 5200
MILLENNIUM CHEMICAL COM 599903101 27362 1338790 SH SOLE 931900 406890
McKESSON HBOC INC COM 58155Q103 133705 4610500 SH SOLE 3411500 1199000
NCR CORP COM 62886E108 138644 4193400 SH SOLE 3118700 1074700
NEWPORT NEWS SHIPBLG INC COM 652228107 1496 46300 SH SOLE 46300
NEWS CORP LTD COM 652487802 176745 6622780 SH SOLE 4979700 1643080
NEXTEL COMMUNICATIONS COM 65332V103 177323 2614900 SH SOLE 1974600 640300
PE CORP CELERA GENOMICS COM 69332s201 370 9200 SH SOLE 9200
PEGASUS COMMUNICATIONS CORP COM 705904100 871 19300 SH SOLE 19300
QUEST DIAGNOSTICS INC COM 74834L100 1552 59700 SH SOLE 59700
RITE AID CORP COM 767754104 106945 7742600 SH SOLE 5754600 1988000
SEAGRAM LTD COM 811850106 9396 206500 SH SOLE 185900 20600
SHAW COMMUNICATIONS INC COM 82028K200 750 27200 SH SOLE 27200
SILICON GRAPHICS COM 827056102 137518 12573100 SH SOLE 9432200 3140900
SNYDER COMMUNICATIONS COM 832914105 77945 5132200 SH SOLE 3815500 1316700
SOLUTIA INC COM 834376105 59858 3348700 SH SOLE 2471700 877000
SONY CORP SPON ADR COM 835699307 5762 38400 SH SOLE 34400 4000
SPRINT CORPORATION (FON GRP) COM 852061100 9298 171400 SH SOLE 156400 15000
ST JUDE MEDICAL COM 790849103 198276 6294480 SH SOLE 4709200 1585280
STARWOOD HOTELS & RESORTS COM 85590A203 100629 4510000 SH SOLE 3367500 1142500
STORAGE TECH CORP COM 862111200 133009 6887190 SH SOLE 5163400 1723790
TCI SATELLITE ENTERTAINMENT A COM 872298104 1068 267100 SH SOLE 267100
TIME WARNER INC COM 887315109 6597 108600 SH SOLE 106600 2000
TRAVELERS PPTY A CASUALTY CP COM 893939108 113076 3833100 SH SOLE 2876200 956900
TYCO INTERNATIONAL LTD COM 902124106 5963 57753 SH SOLE 51343 6410
U.S. INDUSTRIES INC COM 912080108 45464 2886588 SH SOLE 2482698 403890
UNISYS CORP COM 909214108 50134 1111000 SH SOLE 872100 238900
UNITED RENTALS, INC. COM 911363109 7787 358000 SH SOLE 116000 242000
UNUMPROVIDENT CORP COM 91529Y106 124926 4243761 SH SOLE 3194191 1049570
VENTIV HEALTH INC COM 922793104 16893 1710680 SH SOLE 1271787 438893
WELLS FARGO & CO COM 949746101 3634 91700 SH SOLE 83700 8000
WHIRLPOOL CORP COM 963320106 144915 2218800 SH SOLE 1651300 567500
XEROX CORP COM 984121103 7603 181300 SH SOLE 165500 15800
XTRA CORP COM 984138107 3387 85200 SH SOLE 85200
- - CDO OCT 10 CALLS CALL 750 800 SH CALL SOLE 800
- - DEO OCT 35 CALLS CALL 351 550 SH CALL SOLE 550
- - GLC JAN 40 CALLS CALL 394 900 SH CALL SOLE 900
- - GTE JAN 50 CALLS (LEAP 2001 CALL 1740 600 SH CALL SOLE 600
- - IBC JAN 20 CALLS CALL 574 1530 SH CALL SOLE 1530
- - LOR JAN 10 CALLS (LEAP 2001 CALL 1725 2000 SH CALL SOLE 2000
- - NWS.A JAN 25 CALLS (LEAP 20 CALL 235 417 SH CALL SOLE 417
- - RAD APR 7.50 CALL CALL 663 1000 SH CALL SOLE 1000
- - SNE OCT 110 CALLS CALL 1153 290 SH CALL SOLE 290
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