SCOPIA CAPITAL MANAGEMENT LP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$675.3B
Holdings
33
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —LESLIES INC | 97,706 | $409.4M | 0.06% | |
| 2 | TPICQTPI COMPOSITES INC | 66,074 | $263.6M | 0.04% | |
| 3 | —INDIVIOR PLC | 5,901,242 | $92K | 0.00% | |
| 4 | HLITHARMONIC INC | 5,598,194 | $65K | 0.00% | |
| 5 | MRCYMERCURY SYS INC | 1,306,118 | $35K | 0.00% | |
| 6 | MQMARQETA INC | 6,211,113 | $34K | 0.00% | |
| 7 | FTREFORTREA HLDGS INC | 1,469,397 | $34K | 0.00% | |
| 8 | TPDTEMPUR SEALY INTL INC | 691,805 | $32K | 0.00% | |
| 9 | RRXREGAL REXNORD CORPORATION | 233,800 | $31K | 0.00% | |
| 10 | ARMKARAMARK | 853,073 | $29K | 0.00% | |
| 11 | HUMHUMANA INC | 75,234 | $28K | 0.00% | |
| 12 | PEGAPEGASYSTEMS INC | 398,122 | $24K | 0.00% | |
| 13 | SNSHARKNINJA INC | 305,028 | $22K | 0.00% | |
| 14 | AERAERCAP HOLDINGS NV | 238,855 | $22K | 0.00% | |
| 15 | ENSENERSYS | 216,531 | $22K | 0.00% | |
| 16 | FRSHFRESHWORKS INC | 1,510,610 | $19K | 0.00% | |
| 17 | CTVACORTEVA INC | 345,462 | $18K | 0.00% | |
| 18 | SMARGBPSMARTSHEET INC | 391,633 | $17K | 0.00% | |
| 19 | VSTSVESTIS CORPORATION | 1,448,312 | $17K | 0.00% | |
| 20 | CXMSPRINKLR INC | 1,805,707 | $17K | 0.00% | |
| 21 | GMS1EURGMS INC | 206,450 | $16K | 0.00% | |
| 22 | K6BKBR INC | 238,998 | $15K | 0.00% | |
| 23 | LWLAMB WESTON HLDGS INC | 172,412 | $14K | 0.00% | |
| 24 | PTONPELOTON INTERACTIVE INC | 3,874,617 | $13K | 0.00% | |
| 25 | GILGILDAN ACTIVEWEAR INC | 271,678 | $10K | 0.00% | |
| 26 | AXTAAXALTA COATING SYS LTD | 321,525 | $10K | 0.00% | |
| 27 | RPDRAPID7 INC | 214,227 | $9K | 0.00% | |
| 28 | EHABENHABIT INC | 595,745 | $5K | 0.00% | |
| 29 | BURLBURLINGTON STORES INC | 18,871 | $4K | 0.00% | |
| 30 | MNKDMANNKIND CORP | 694,961 | $3K | 0.00% | |
| 31 | PIIMPINJ INC | 15,958 | $2K | 0.00% | |
| 32 | MBLYMOBILEYE GLOBAL INC | 79,899 | $2K | 0.00% | |
| 33 | CVNACARVANA CO | 7,772 | $1K | 0.00% |