SCOPIA CAPITAL MANAGEMENT LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.1T
Holdings
24
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | W3UWESTERN UN CO | 31,216 | $429.8M | 0.04% | |
| 2 | K6BKBR INC | 1,730,821 | $91K | 0.00% | |
| 3 | HLITHARMONIC INC | 6,322,507 | $82K | 0.00% | |
| 4 | VRRMVERRA MOBILITY CORP | 5,895,689 | $81K | 0.00% | |
| 5 | ENSENERSYS | 1,046,578 | $77K | 0.00% | |
| 6 | RRXREGAL REXNORD CORPORATION | 550,649 | $66K | 0.00% | |
| 7 | TPDTEMPUR SEALY INTL INC | 1,787,993 | $61K | 0.00% | |
| 8 | OSH3EUROAK STR HEALTH INC | 2,751,389 | $59K | 0.00% | |
| 9 | AXTAAXALTA COATING SYS LTD | 2,265,835 | $57K | 0.00% | |
| 10 | QRVOQORVO INC | 625,010 | $56K | 0.00% | |
| 11 | PTONPELOTON INTERACTIVE INC | 6,728,303 | $52K | 0.00% | Call |
| 12 | FRSHFRESHWORKS INC | 2,958,730 | $43K | 0.00% | |
| 13 | METAMETA PLATFORMS INC | 349,848 | $42K | 0.00% | |
| 14 | AMBAAMBARELLA INC | 513,600 | $42K | 0.00% | |
| 15 | SPYSPDR S&P 500 ETF TR | 109,400 | $41K | 0.00% | Put |
| 16 | BURLBURLINGTON STORES INC | 204,031 | $41K | 0.00% | |
| 17 | IWMISHARES TR | 201,500 | $35K | 0.00% | Put |
| 18 | ARMKARAMARK | 737,368 | $30K | 0.00% | |
| 19 | EHABENHABIT INC | 2,276,523 | $29K | 0.00% | |
| 20 | MDUMDU RES GROUP INC | 951,914 | $28K | 0.00% | |
| 21 | GMS1EURGMS INC | 532,388 | $26K | 0.00% | |
| 22 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 677,925 | $20K | 0.00% | |
| 23 | PYPLPAYPAL HLDGS INC | 285,084 | $20K | 0.00% | |
| 24 | MNKDMANNKIND CORP | 694,961 | $3K | 0.00% |