13F-HR filed by SCOPIA CAPITAL MANAGEMENT LP
SCOPIA CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 32 holding rows worth $818,639,242.
- Accession
- 0001999371-25-011347
- Filer
- CIK 1279150
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 32 entries on the cover page, a total value of $818,639,242 stated on the cover page (in dollars after the unit check, H1), rows summing to $818,639,242 with VALUE read as dollars as filed, 13F file number 028-11096. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CORTEVA INC COM | 22052L104 | Stock | 850,285 | $63,371,741 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 404,469 | $58,631,826 | dollars as filed | |
| KBR INC COM | 48242W106 | Stock | 1,169,184 | $56,050,681 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 557,683 | $55,205,040 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 733,935 | $49,944,277 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 220,805 | $48,442,409 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 3,355,261 | $38,417,738 | dollars as filed | |
| LIVANOVA PLC | G5509L101 | SHS | 814,243 | $36,657,220 | dollars as filed | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 310,481 | $36,326,277 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 235,325 | $33,792,670 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 1,111,148 | $32,912,204 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 4,358,181 | $30,245,776 | dollars as filed | |
| HARMONIC INC | 413160102 | COM | 3,031,755 | $28,710,720 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 121,535 | $27,526,462 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 78,314 | $24,431,619 | dollars as filed | |
| Indivior PLC | G4766E116 | Common Stock | 1,654,855 | $24,392,563 | dollars as filed | |
| MERCURY SYS INC COM | 589378108 | Stock | 446,623 | $24,055,115 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 94,737 | $22,861,933 | dollars as filed | |
| ENERSYS COM | 29275Y102 | Stock | 238,652 | $20,469,182 | dollars as filed | |
| VALVOLINE INC COM | 92047W101 | Stock | 516,090 | $19,544,328 | dollars as filed | |
| VESTIS CORPORATION | 29430C102 | COM SHS | 2,896,583 | $16,597,421 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 162,179 | $13,079,736 | dollars as filed | |
| MAGNERA CORP | 55939A107 | COMMON STOCK | 1,010,794 | $12,210,392 | dollars as filed | |
| AIR LEASE CORP | 00912X302 | CL A | 208,433 | $12,191,246 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 57,006 | $11,970,690 | dollars as filed | |
| ATLANTA BRAVES HLDGS INC | 047726302 | COM SER C | 187,194 | $8,755,063 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 20,830 | $5,092,518 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 7,772 | $2,618,853 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 694,961 | $2,599,154 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 79,899 | $1,436,584 | dollars as filed | |
| TPI Composites Inc | 87266J104 | Common Stock | 66,074 | $56,777 | dollars as filed | |
| Leslie's Inc | 527064109 | Common Stock | 97,706 | $41,027 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001999371-25-011347 | this filing | 2025-08-14 | acceptance time not in the bulk data set |