SCOPIA CAPITAL MANAGEMENT LP

NEW YORK, NY · CIK 1279150 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2003 · limited partnership

Assets managed$587.3m
Staff20 · 9 in investment roles
Main clients (by assets)Private funds 100%
Private funds4 (2 hedge) · $407.6m gross assets
Websitescopia.com
Form ADV · 2026-10-01SEC adviser record

Legal entitySCOPIA CAPITAL MANAGEMENT LP (US)

Kindhedge funds, private equity, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundsprivate equity 2, hedge 2

US visa salary filings

Filings FY2024–20252
Median salary offered$160,000
Middle half$152,500 – $167,500
Job titles1

Job title	Filings	Median	Range
AnalystNew York, NY	2	$160,000	$145,000 – $175,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Scopia Capital Management LP.

$111.7m reported value -22.3% vs Q1 2026

19positions

74.4%in top 10

1 new 1 added 15 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VALVOLINE INC COM VVV	VVV	282,264	$11.2m9.99%	9.99%	Added +78.9k	+78,904 38.8%
2	LIVANOVA PLC SHS LIVN	LIVN	112,957	$9.3m8.31%	8.31%	Reduced -73.5k	-73,520 -39.4%
3	PELOTON INTERACTIVE INC CL A COM PTON	PTON	1,532,143	$9.1m8.10%	8.10%	Reduced -266.8k	-266,831 -14.8%
4	CORTEVA INC COM CTVA	CTVA	104,675	$8.9m7.93%	7.93%	Reduced -43.7k	-43,748 -29.5%
5	PRIMO BRANDS CORPORATION CLASS A COM SHS PRMB	PRMB	333,200	$8.1m7.29%	7.29%	Reduced -132.9k	-132,875 -28.5%
6	HARMONIC INC COM HLIT	HLIT	489,806	$8.0m7.16%	7.16%	Reduced -153.9k	-153,937 -23.9%
7	REGAL REXNORD CORPORATION COM RRX	RRX	33,531	$8.0m7.15%	7.15%	Reduced -9.8k	-9,772 -22.6%
8	CHEMOURS CO COM CC	CC	373,267	$7.7m6.86%	6.86%	Reduced -189.0k	-188,993 -33.6%
9	ENERSYS COM ENS	ENS	28,993	$6.8m6.07%	6.07%	Reduced -963	-963 -3.2%
10	DOORDASH INC CL A DASH	DASH	33,261	$6.1m5.49%	5.49%	Reduced -180	-180 -0.5%
11	KKR & CO INC COM KKR	KKR	64,585	$5.9m5.31%	5.31%	Reduced -25.6k	-25,611 -28.4%
12	AMAZON COM INC COM AMZN	AMZN	24,249	$5.8m5.17%	5.17%	Reduced -19.0k	-19,036 -44.0%
13	ATLANTA BRAVES HLDGS INC COM SER C BATRK	BATRK	67,995	$3.5m3.16%	3.16%	Reduced -9.7k	-9,733 -12.5%
14	AERCAP HOLDINGS NV SHS AER	AER	24,198	$3.5m3.16%	3.16%	Reduced -3.4k	-3,385 -12.3%
15	VESTIS CORPORATION COM SHS VSTS	VSTS	231,264	$3.4m3.01%	3.01%	Reduced -221.5k	-221,509 -48.9%
16	MANNKIND CORP COM NEW MNKD	MNKD	694,961	$3.0m2.65%	2.65%	Unchanged
17	HUNT J B TRANS SVCS INC COM JBHT	JBHT	8,125	$2.4m2.10%	2.10%	Reduced -29.7k	-29,714 -78.5%
18	MOBILEYE GLOBAL INC COMMON CLASS A MBLY	MBLY	79,899	$773.4k0.69%	0.69%	Unchanged
19	SIGMA LITHIUM CORPORATION COM SGML	SGML	35,512	$449.2k0.40%	0.40%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COMMSCOPE HLDG CO INC VISN	VISN	663,507	$12.1m663.5k shares
AZENTA INC AZTA	AZTA	236,371	$5.0m236.4k shares
CANADA GOOSE HLDGS INC GOOS	GOOS	391,090	$4.3m391.1k shares