13F HOLDINGS REPORT
SCOPIA CAPITAL MANAGEMENT LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001839882-25-009192
Total Value
$945.4M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HARMONIC INC | HLIT | 5,816,601 | $77.0M | 8.14% |
| 2 | REGAL REXNORD CORPORATION | RRX | 454,090 | $70.4M | 7.45% |
| 3 | CORTEVA INC | CTVA | 1,215,113 | $69.2M | 7.32% |
| 4 | AERCAP HOLDINGS NV | AER | 690,082 | $66.0M | 6.99% |
| 5 | KBR INC | KBR | 1,092,978 | $63.3M | 6.70% |
| 6 | TEMPUR SEALY INTL INC | SGI | 1,081,957 | $61.3M | 6.49% |
| 7 | MERCURY SYS INC | MRCY | 1,328,021 | $55.8M | 5.90% |
| 8 | DOLLAR TREE INC | DLTR | 649,233 | $48.7M | 5.15% |
| 9 | VESTIS CORPORATION | VSTS | 2,821,190 | $43.0M | 4.55% |
| 10 | HUNT J B TRANS SVCS INC | 445658107 | 232,955 | $39.8M | 4.21% |
| 11 | PELOTON INTERACTIVE INC | PTON | 4,199,342 | $36.5M | 3.86% |
| 12 | SHARKNINJA INC | SN | 370,981 | $36.1M | 3.82% |
| 13 | ENERSYS | ENS | 386,834 | $35.8M | 3.78% |
| 14 | JFROG LTD | FROG | 1,196,727 | $35.2M | 3.72% |
| 15 | DRAFTKINGS INC NEW | DKNG | 825,052 | $30.7M | 3.25% |
| 16 | AMAZON COM INC | AMZN | 125,152 | $27.5M | 2.90% |
| 17 | CHEMOURS CO | CC | 1,398,627 | $23.6M | 2.50% |
| 18 | SIX FLAGS ENTERTAINMENT CORP | FUN | 487,235 | $23.5M | 2.48% |
| 19 | INDIVIOR PLC | INDV | 1,483,124 | $18.4M | 1.95% |
| 20 | DRIVEN BRANDS HLDGS INC | DRVN | 1,138,455 | $18.4M | 1.94% |
| 21 | MAGNERA CORP | MAGN | 947,035 | $17.2M | 1.82% |
| 22 | TOWER SEMICONDUCTOR LTD | TSEM | 272,684 | $14.0M | 1.49% |
| 23 | FORTREA HLDGS INC | FTRE | 427,077 | $8.0M | 0.84% |
| 24 | HUMANA INC | HUM | 30,130 | $7.6M | 0.81% |
| 25 | BURLINGTON STORES INC | BURL | 18,871 | $5.4M | 0.57% |
| 26 | MANNKIND CORP | MNKD | 694,961 | $4.5M | 0.47% |
| 27 | PEGASYSTEMS INC | PEGA | 28,688 | $2.7M | 0.28% |
| 28 | IMPINJ INC | PI | 15,958 | $2.3M | 0.25% |
| 29 | MOBILEYE GLOBAL INC | MBLY | 79,899 | $1.6M | 0.17% |
| 30 | CARVANA CO | CVNA | 7,772 | $1.6M | 0.17% |
| 31 | LESLIES INC | 527064109 | 97,706 | $217,884 | 0.02% |
| 32 | TPI COMPOSITES INC | TPICQ | 66,074 | $124,880 | 0.01% |