13F HOLDINGS REPORT
SCOPIA CAPITAL MANAGEMENT LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001999371-24-010097
Total Value
$675.3M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INDIVIOR PLC | INDV | 5,901,242 | $92.5M | 13.70% |
| 2 | HARMONIC INC | HLIT | 5,598,194 | $65.9M | 9.76% |
| 3 | MERCURY SYS INC | MRCY | 1,306,118 | $35.3M | 5.22% |
| 4 | FORTREA HLDGS INC | FTRE | 1,469,397 | $34.3M | 5.08% |
| 5 | MARQETA INC | MQ | 6,211,113 | $34.0M | 5.04% |
| 6 | TEMPUR SEALY INTL INC | SGI | 691,805 | $32.8M | 4.85% |
| 7 | REGAL REXNORD CORPORATION | RRX | 233,800 | $31.6M | 4.68% |
| 8 | ARAMARK | ARMK | 853,073 | $29.0M | 4.30% |
| 9 | HUMANA INC | HUM | 75,234 | $28.1M | 4.16% |
| 10 | PEGASYSTEMS INC | PEGA | 398,122 | $24.1M | 3.57% |
| 11 | SHARKNINJA INC | SN | 305,028 | $22.9M | 3.39% |
| 12 | ENERSYS | ENS | 216,531 | $22.4M | 3.32% |
| 13 | AERCAP HOLDINGS NV | AER | 238,855 | $22.3M | 3.30% |
| 14 | FRESHWORKS INC | FRSH | 1,510,610 | $19.2M | 2.84% |
| 15 | CORTEVA INC | CTVA | 345,462 | $18.6M | 2.76% |
| 16 | VESTIS CORPORATION | VSTS | 1,448,312 | $17.7M | 2.62% |
| 17 | SPRINKLR INC | CXM | 1,805,707 | $17.4M | 2.57% |
| 18 | SMARTSHEET INC | 83200N103 | 391,633 | $17.3M | 2.56% |
| 19 | GMS INC | 36251C103 | 206,450 | $16.6M | 2.46% |
| 20 | KBR INC | KBR | 238,998 | $15.3M | 2.27% |
| 21 | LAMB WESTON HLDGS INC | LW | 172,412 | $14.5M | 2.15% |
| 22 | PELOTON INTERACTIVE INC | PTON | 3,874,617 | $13.1M | 1.94% |
| 23 | AXALTA COATING SYS LTD | AXTA | 321,525 | $11.0M | 1.63% |
| 24 | GILDAN ACTIVEWEAR INC | GIL | 271,678 | $10.3M | 1.53% |
| 25 | RAPID7 INC | RPD | 214,227 | $9.3M | 1.37% |
| 26 | ENHABIT INC | EHAB | 595,745 | $5.3M | 0.79% |
| 27 | BURLINGTON STORES INC | BURL | 18,871 | $4.5M | 0.67% |
| 28 | MANNKIND CORP | MNKD | 694,961 | $3.6M | 0.54% |
| 29 | IMPINJ INC | PI | 15,958 | $2.5M | 0.37% |
| 30 | MOBILEYE GLOBAL INC | MBLY | 79,899 | $2.2M | 0.33% |
| 31 | CARVANA CO | CVNA | 7,772 | $1.0M | 0.15% |
| 32 | LESLIES INC | 527064109 | 97,706 | $409,388 | 0.06% |
| 33 | TPI COMPOSITES INC | TPICQ | 66,074 | $263,635 | 0.04% |