SCOPIA CAPITAL MANAGEMENT LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$484.6B
Holdings
34
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —LESLIES INC | 97,706 | $308.8M | 0.06% | |
| 2 | TPICQTPI COMPOSITES INC | 66,074 | $300.6M | 0.06% | |
| 3 | HLITHARMONIC INC | 2,197,308 | $32K | 0.00% | |
| 4 | RRXREGAL REXNORD CORPORATION | 196,334 | $32K | 0.00% | |
| 5 | CTVACORTEVA INC | 490,664 | $28K | 0.00% | |
| 6 | MRCYMERCURY SYS INC | 679,143 | $25K | 0.00% | |
| 7 | AERAERCAP HOLDINGS NV | 266,439 | $25K | 0.00% | |
| 8 | K6BKBR INC | 338,206 | $22K | 0.00% | |
| 9 | ENSENERSYS | 206,140 | $21K | 0.00% | |
| 10 | MQMARQETA INC | 4,266,325 | $20K | 0.00% | |
| 11 | ESTCELASTIC N V | 241,268 | $18K | 0.00% | |
| 12 | FRSHFRESHWORKS INC | 1,479,804 | $16K | 0.00% | |
| 13 | DRVNDRIVEN BRANDS HLDGS INC | 1,183,623 | $16K | 0.00% | |
| 14 | VSTSVESTIS CORPORATION | 1,105,356 | $16K | 0.00% | |
| 15 | ARMKARAMARK | 428,764 | $16K | 0.00% | |
| 16 | DLTRDOLLAR TREE INC | 229,673 | $16K | 0.00% | |
| 17 | TPDTEMPUR SEALY INTL INC | 300,798 | $16K | 0.00% | |
| 18 | PEGAPEGASYSTEMS INC | 197,841 | $14K | 0.00% | |
| 19 | SNSHARKNINJA INC | 135,014 | $14K | 0.00% | |
| 20 | CCCHEMOURS CO | 670,430 | $13K | 0.00% | |
| 21 | TSEMTOWER SEMICONDUCTOR LTD | 314,631 | $13K | 0.00% | |
| 22 | GMS1EURGMS INC | 133,268 | $12K | 0.00% | |
| 23 | JBHTHUNT J B TRANS SVCS INC | 73,291 | $12K | 0.00% | |
| 24 | —INDIVIOR PLC | 1,284,086 | $12K | 0.00% | |
| 25 | FROGJFROG LTD | 444,895 | $12K | 0.00% | |
| 26 | LWLAMB WESTON HLDGS INC | 182,683 | $11K | 0.00% | |
| 27 | PTONPELOTON INTERACTIVE INC | 2,303,841 | $10K | 0.00% | |
| 28 | HUMHUMANA INC | 26,735 | $8K | 0.00% | |
| 29 | INTAINTAPP INC | 102,657 | $4K | 0.00% | |
| 30 | BURLBURLINGTON STORES INC | 18,871 | $4K | 0.00% | |
| 31 | MNKDMANNKIND CORP | 694,961 | $4K | 0.00% | |
| 32 | PIIMPINJ INC | 15,958 | $3K | 0.00% | |
| 33 | CVNACARVANA CO | 7,772 | $1K | 0.00% | |
| 34 | MBLYMOBILEYE GLOBAL INC | 79,899 | $1K | 0.00% |