13F HOLDINGS REPORT
SCOPIA CAPITAL MANAGEMENT LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001999371-25-006189
Total Value
$692.5M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CORTEVA INC | CTVA | 957,884 | $58.5M | 8.45% |
| 2 | KBR INC | KBR | 952,352 | $48.0M | 6.92% |
| 3 | REGAL REXNORD CORPORATION | RRX | 403,348 | $47.6M | 6.88% |
| 4 | SOMNIGROUP INTERNATIONAL INC | SGI | 773,492 | $45.1M | 6.52% |
| 5 | AERCAP HOLDINGS NV | AER | 415,360 | $42.4M | 6.13% |
| 6 | SHARKNINJA INC | SN | 504,866 | $42.4M | 6.13% |
| 7 | VALVOLINE INC | VVV | 1,159,141 | $40.7M | 5.88% |
| 8 | MERCURY SYS INC | MRCY | 871,772 | $37.3M | 5.39% |
| 9 | HARMONIC INC | HLIT | 3,432,288 | $33.3M | 4.81% |
| 10 | PRIMO BRANDS CORPORATION | PRMB | 919,659 | $32.5M | 4.69% |
| 11 | AMAZON COM INC | AMZN | 166,956 | $32.2M | 4.65% |
| 12 | HUNT J B TRANS SVCS INC | 445658107 | 219,306 | $32.0M | 4.63% |
| 13 | DRAFTKINGS INC NEW | DKNG | 877,976 | $31.0M | 4.47% |
| 14 | CHEMOURS CO | CC | 1,953,722 | $26.8M | 3.87% |
| 15 | ENERSYS | ENS | 285,732 | $26.6M | 3.84% |
| 16 | VESTIS CORPORATION | VSTS | 2,495,360 | $25.1M | 3.63% |
| 17 | PELOTON INTERACTIVE INC | PTON | 3,660,316 | $23.1M | 3.33% |
| 18 | DOLLAR TREE INC | DLTR | 283,651 | $20.6M | 2.98% |
| 19 | INDIVIOR PLC | INDV | 1,875,108 | $17.9M | 2.59% |
| 20 | MAGNERA CORP | MAGN | 689,215 | $12.6M | 1.82% |
| 21 | SIX FLAGS ENTERTAINMENT CORP | FUN | 314,962 | $11.2M | 1.61% |
| 22 | HUMANA INC | HUM | 20,830 | $5.5M | 0.80% |