SCOPIA CAPITAL MANAGEMENT LP

CIK

1279150

Location

NEW YORK, NY

Portfolio Value

Small $142,482,264

Diversification

Diversified

Filing Date

Global Rank

#4,956 / 8,622 ▼ 2213 · as of Mar 2026

Top Industry

Communication Equipment 12.5%

3Y Alpha vs SPY

-8.9%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+47.4%

SPY

+67.9%

Annualised alpha

-5.1%

Max drawdown

−27.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

21 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

+0.3 pts

Top 5

40.5%

+4.1 pts

Top 10

69.3%

+6.3 pts

HHI

602

Diversified+83

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	23.5%	$33,442,057	6
Industrials	20.1%	$28,673,589	5
Basic Materials	18.8%	$26,841,006	3
Healthcare	13.0%	$18,549,651	3
Technology	12.5%	$17,856,639	2
Consumer Defensive	6.2%	$8,776,192	1
Financial Services	5.9%	$8,343,130	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
CC	Chemours Co	−1,310,203	562,260	$12,386,587
HLIT	Harmonic Inc.	−1,261,109	643,743	$5,780,812
VSTS	Vestis Corp	−944,311	452,773	$3,558,795
VVV	Valvoline Inc	−855,128	203,360	$6,849,164
SGML	Sigma Lithium Corp	−757,012	164,500	$2,029,930
PTON	Peloton Interactive, Inc.	−522,922	1,798,974	$7,717,598
CTVA	Corteva, Inc.	−451,151	148,423	$12,424,489
LIVN	LivaNova PLC	−351,915	186,477	$11,852,478
AZTA	Azenta, Inc.	−330,370	236,371	$4,994,519
PRMB	Primo Brands Corp	−313,583	466,075	$8,776,192
GOOS	Canada Goose Holdings Inc.	−275,505	391,090	$4,290,257
KKR	KKR & Co. Inc.	−186,624	90,196	$8,343,130
RRX	Regal Rexnord Corp	−173,785	43,303	$8,108,919
AER	AerCap Holdings N.V.	−170,965	27,583	$3,783,835
ENS	EnerSys	−123,949	29,956	$5,203,956
AMZN	Amazon Com Inc	−102,679	43,285	$9,014,966
JBHT	Hunt J B Transport Services Inc	−76,843	37,839	$8,018,084
DASH	DoorDash, Inc.	−7,741	33,441	$5,021,166
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VISN	Vistance Networks, Inc.	663,507	$12,075,827
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
TRU	TransUnion	236,284	$20,261,353
LPX	Louisiana-Pacific Corp	200,301	$16,176,308
BRZE	Braze, Inc.	293,405	$10,060,857
SGI	Somnigroup International Inc.	107,304	$9,580,101
TREX	Trex Co Inc	208,976	$7,330,878
CVNA	Carvana Co.	7,772	$3,279,939
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $142,482,264 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CTVA	Corteva, Inc. Basic Materials	Reduced	148,423	-451,151	$12,424,489	−69.1%	8.72%
CC	Chemours Co Basic Materials	Reduced	562,260	-1,310,203	$12,386,587	−43.9%	8.69%
VISN	Vistance Networks, Inc. Technology	NEW	663,507	NEW	$12,075,827	NEW	8.48%
LIVN	LivaNova PLC Healthcare	Reduced	186,477	-351,915	$11,852,478	−64.2%	8.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,285	-102,679	$9,014,966	−73.2%	6.33%
PRMB	Primo Brands Corp Consumer Defensive	Reduced	466,075	-313,583	$8,776,192	−31.2%	6.16%
KKR	KKR & Co. Inc. Financial Services	Reduced	90,196	-186,624	$8,343,130	−76.4%	5.86%
RRX	Regal Rexnord Corp Industrials	Reduced	43,303	-173,785	$8,108,919	−73.4%	5.69%
JBHT	Hunt J B Transport Services Inc Industrials	Reduced	37,839	-76,843	$8,018,084	−64.0%	5.63%
PTON	Peloton Interactive, Inc. Consumer Cyclical	Reduced	1,798,974	-522,922	$7,717,598	−46.0%	5.42%
VVV	Valvoline Inc Consumer Cyclical	Reduced	203,360	-855,128	$6,849,164	−77.7%	4.81%
HLIT	Harmonic Inc. Technology	Reduced	643,743	-1,261,109	$5,780,812	−69.3%	4.06%
ENS	EnerSys Industrials	Reduced	29,956	-123,949	$5,203,956	−77.0%	3.65%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	33,441	-7,741	$5,021,166	−46.2%	3.52%
AZTA	Azenta, Inc. Healthcare	Reduced	236,371	-330,370	$4,994,519	−73.5%	3.51%
GOOS	Canada Goose Holdings Inc. Consumer Cyclical	Reduced	391,090	-275,505	$4,290,257	−50.3%	3.01%
AER	AerCap Holdings N.V. Industrials	Reduced	27,583	-170,965	$3,783,835	−86.7%	2.66%
VSTS	Vestis Corp Industrials	Reduced	452,773	-944,311	$3,558,795	−61.8%	2.50%
SGML	Sigma Lithium Corp PUT Basic Materials	Reduced	164,500	-757,012	$2,029,930	−83.3%	1.42%
MNKD	Mannkind Corp Healthcare	Held	694,961	0	$1,702,654	−56.8%	1.19%
MBLY	Mobileye Global Inc. Consumer Cyclical	Held	79,899	0	$548,906	−34.2%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.