13F HOLDINGS REPORT
SCOPIA CAPITAL MANAGEMENT LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001839882-24-039298
Total Value
$484.6M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REGAL REXNORD CORPORATION | RRX | 196,334 | $32.6M | 6.72% |
| 2 | HARMONIC INC | HLIT | 2,197,308 | $32.0M | 6.61% |
| 3 | CORTEVA INC | CTVA | 490,664 | $28.8M | 5.95% |
| 4 | AERCAP HOLDINGS NV | AER | 266,439 | $25.2M | 5.21% |
| 5 | MERCURY SYS INC | MRCY | 679,143 | $25.1M | 5.19% |
| 6 | KBR INC | KBR | 338,206 | $22.0M | 4.55% |
| 7 | ENERSYS | ENS | 206,140 | $21.0M | 4.34% |
| 8 | MARQETA INC | MQ | 4,266,325 | $21.0M | 4.33% |
| 9 | ELASTIC N V | ESTC | 241,268 | $18.5M | 3.82% |
| 10 | FRESHWORKS INC | FRSH | 1,479,804 | $17.0M | 3.51% |
| 11 | DRIVEN BRANDS HLDGS INC | DRVN | 1,183,623 | $16.9M | 3.49% |
| 12 | ARAMARK | ARMK | 428,764 | $16.6M | 3.43% |
| 13 | VESTIS CORPORATION | VSTS | 1,105,356 | $16.5M | 3.40% |
| 14 | TEMPUR SEALY INTL INC | SGI | 300,798 | $16.4M | 3.39% |
| 15 | DOLLAR TREE INC | DLTR | 229,673 | $16.2M | 3.33% |
| 16 | SHARKNINJA INC | SN | 135,014 | $14.7M | 3.03% |
| 17 | PEGASYSTEMS INC | PEGA | 197,841 | $14.5M | 2.98% |
| 18 | TOWER SEMICONDUCTOR LTD | TSEM | 314,631 | $13.9M | 2.87% |
| 19 | CHEMOURS CO | CC | 670,430 | $13.6M | 2.81% |
| 20 | JFROG LTD | FROG | 444,895 | $12.9M | 2.67% |
| 21 | HUNT J B TRANS SVCS INC | 445658107 | 73,291 | $12.6M | 2.61% |
| 22 | INDIVIOR PLC | INDV | 1,284,086 | $12.5M | 2.58% |
| 23 | GMS INC | 36251C103 | 133,268 | $12.1M | 2.49% |
| 24 | LAMB WESTON HLDGS INC | LW | 182,683 | $11.8M | 2.44% |
| 25 | PELOTON INTERACTIVE INC | PTON | 2,303,841 | $10.8M | 2.23% |
| 26 | HUMANA INC | HUM | 26,735 | $8.5M | 1.75% |
| 27 | BURLINGTON STORES INC | BURL | 18,871 | $5.0M | 1.03% |
| 28 | INTAPP INC | INTA | 102,657 | $4.9M | 1.01% |
| 29 | MANNKIND CORP | MNKD | 694,961 | $4.4M | 0.90% |
| 30 | IMPINJ INC | PI | 15,958 | $3.5M | 0.71% |
| 31 | CARVANA CO | CVNA | 7,772 | $1.4M | 0.28% |
| 32 | MOBILEYE GLOBAL INC | MBLY | 79,899 | $1.1M | 0.23% |
| 33 | LESLIES INC | 527064109 | 97,706 | $308,751 | 0.06% |
| 34 | TPI COMPOSITES INC | TPICQ | 66,074 | $300,637 | 0.06% |