SCOPIA CAPITAL MANAGEMENT LP
Filing Date
Global Rank
#4,603
/ 8,232
▼ 2070
Top Industry
Communication Equipment
12.5%
3Y Alpha vs SPY
-7.0%
Period ended 2 months ago
Filed May 15, 2026 · 30d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.4%
SPY
+76.3%
Annualised alpha
-7.0%
Max drawdown
−27.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Consumer Cyclical | 23.5% | $33,442,057 |
| Industrials | 20.1% | $28,673,589 |
| Basic Materials | 18.8% | $26,841,006 |
| Healthcare | 13.0% | $18,549,651 |
| Technology | 12.5% | $17,856,639 |
| Consumer Defensive | 6.2% | $8,776,192 |
| Financial Services | 5.9% | $8,343,130 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
21 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CTVA |
Corteva, Inc.
Basic Materials
|
Reduced | 148,423 | $12,424,489 | 8.72% | |
| CC |
Chemours Co
Basic Materials
|
Reduced | 562,260 | $12,386,587 | 8.69% | |
| VISN |
Vistance Networks, Inc.
Technology
|
NEW | 663,507 | $12,075,827 | 8.48% | |
| LIVN |
LivaNova PLC
Healthcare
|
Reduced | 186,477 | $11,852,478 | 8.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 43,285 | $9,014,966 | 6.33% | |
| PRMB |
Primo Brands Corp
Consumer Defensive
|
Reduced | 466,075 | $8,776,192 | 6.16% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 90,196 | $8,343,130 | 5.86% | |
| RRX |
Regal Rexnord Corp
Industrials
|
Reduced | 43,303 | $8,108,919 | 5.69% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
Reduced | 37,839 | $8,018,084 | 5.63% | |
| PTON |
Peloton Interactive, Inc.
Consumer Cyclical
|
Reduced | 1,798,974 | $7,717,598 | 5.42% | |
| VVV |
Valvoline Inc
Consumer Cyclical
|
Reduced | 203,360 | $6,849,164 | 4.81% | |
| HLIT |
Harmonic Inc.
Technology
|
Reduced | 643,743 | $5,780,812 | 4.06% | |
| ENS |
EnerSys
Industrials
|
Reduced | 29,956 | $5,203,956 | 3.65% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Reduced | 33,441 | $5,021,166 | 3.52% | |
| AZTA |
Azenta, Inc.
Healthcare
|
Reduced | 236,371 | $4,994,519 | 3.51% | |
| GOOS |
Canada Goose Holdings Inc.
Consumer Cyclical
|
Reduced | 391,090 | $4,290,257 | 3.01% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Reduced | 27,583 | $3,783,835 | 2.66% | |
| VSTS |
Vestis Corp
Industrials
|
Reduced | 452,773 | $3,558,795 | 2.50% | |
| SGML |
Sigma Lithium Corp
Basic Materials
|
Reduced | 164,500 | $2,029,930 | 1.42% | |
| MNKD |
Mannkind Corp
Healthcare
|
Held | 694,961 | $1,702,654 | 1.19% | |
| MBLY |
Mobileye Global Inc.
Consumer Cyclical
|
Held | 79,899 | $548,906 | 0.39% |