SCOPIA CAPITAL MANAGEMENT LP Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$913.8B

Holdings

32

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (32 positions)

#StockSharesValue% PortfolioType
1
INDIVIOR PLC
6,025,233$129K0.00%
2
SPYSPDR S&P 500 ETF TR
1,673$87K0.00%Put
3
HLITHARMONIC INC
3,871,607$52K0.00%
4
IWMISHARES TR
2,156$45K0.00%Put
5
TPDTEMPUR SEALY INTL INC
705,531$40K0.00%
6
RRXREGAL REXNORD CORPORATION
217,575$39K0.00%
7
MQMARQETA INC
6,418,153$38K0.00%
8
ENSENERSYS
383,315$36K0.00%
9
ARMKARAMARK
1,040,452$33K0.00%
10
SNSHARKNINJA INC
499,884$31K0.00%
11
MRCYMERCURY SYS INC
1,059,172$31K0.00%
12
HUMHUMANA INC
81,485$28K0.00%
13
CTVACORTEVA INC
469,066$27K0.00%
14
FTREFORTREA HLDGS INC
650,373$26K0.00%
15
AERAERCAP HOLDINGS NV
291,541$25K0.00%
16
CXMSPRINKLR INC
2,017,168$24K0.00%
17
JBHTHUNT J B TRANS SVCS INC
116,805$23K0.00%
18
BURLBURLINGTON STORES INC
92,450$21K0.00%
19
EHABENHABIT INC
1,598,509$18K0.00%
20
GMS1EURGMS INC
179,646$17K0.00%
21
AXTAAXALTA COATING SYS LTD
520,993$17K0.00%
22
VSTSVESTIS CORPORATION
840,563$16K0.00%
23
PEGAPEGASYSTEMS INC
242,741$15K0.00%
24
K6BKBR INC
247,374$15K0.00%
25
PTONPELOTON INTERACTIVE INC
3,325,228$14K0.00%
26
ZUOUSDZUORA INC
1,546,019$14K0.00%
27
QRVOQORVO INC
129,496$14K0.00%
28
DRVNDRIVEN BRANDS HLDGS INC
776,683$12K0.00%
29
ESTCELASTIC N V
100,366$10K0.00%
30
MBLYMOBILEYE GLOBAL INC
79,899$2K0.00%
31
SMARGBPSMARTSHEET INC
69,581$2K0.00%
32
W3UWESTERN UN CO
85,953$1K0.00%