SCOPIA CAPITAL MANAGEMENT LP Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$737.3M
Holdings
14
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 3,252,076 | $153.5M | 20.82% | |
| 2 | VRRMVERRA MOBILITY CORP | 6,769,144 | $104.0M | 14.11% | |
| 3 | K6BKBR INC | 2,217,299 | $84.6M | 11.47% | |
| 4 | HLITHARMONIC INC | 9,102,093 | $77.5M | 10.52% | |
| 5 | RRXREGAL BELOIT CORP | 485,402 | $64.8M | 8.79% | |
| 6 | MHKMOHAWK INDS INC | 268,512 | $51.6M | 7.00% | |
| 7 | UTHUNITED THERAPEUTICS CORP DEL | 269,455 | $48.3M | 6.56% | |
| 8 | FISVFISERV INC | 414,632 | $44.3M | 6.01% | |
| 9 | RXNEURREXNORD CORP | 867,215 | $43.4M | 5.89% | |
| 10 | GMS1EURGMS INC | 612,391 | $29.5M | 4.00% | |
| 11 | XMTRXOMETRY INC | 200,000 | $17.5M | 2.37% | |
| 12 | ETRNUSDEQUITRANS MIDSTREAM CORP | 1,577,920 | $13.4M | 1.82% | |
| 13 | MNKDMANNKIND CORP | 694,961 | $3.8M | 0.51% | |
| 14 | TG7TRIUMPH GROUP INC NEW | 46,766 | $970K | 0.13% |