13F-HR filed by SCOPIA CAPITAL MANAGEMENT LP
SCOPIA CAPITAL MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 32 holding rows worth $795,415,153.
- Accession
- 0001999371-25-017883
- Filer
- CIK 1279150
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 32 entries on the cover page, a total value of $795,415,153 stated on the cover page (in dollars after the unit check, H1), rows summing to $795,415,153 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 |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 1,242 | $82,739,556 | dollars as filed | put |
| CHEMOURS CO COM | 163851108 | Stock | 2,885,748 | $45,710,248 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 207,971 | $45,664,192 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 300,143 | $43,052,512 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 622,108 | $42,073,164 | dollars as filed | |
| LIVANOVA PLC | G5509L101 | SHS | 800,812 | $41,946,533 | dollars as filed | |
| ENERSYS COM | 29275Y102 | Stock | 370,671 | $41,870,996 | dollars as filed | |
| SHARKNINJA INC COM SHS | G8068L108 | Stock | 404,500 | $41,724,175 | dollars as filed | |
| VALVOLINE INC COM | 92047W101 | Stock | 993,330 | $35,670,480 | dollars as filed | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 274,693 | $33,237,853 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 234,339 | $30,452,353 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 78,333 | $27,048,385 | dollars as filed | |
| HARMONIC INC | 413160102 | COM | 2,562,756 | $26,088,856 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 2,451,873 | $22,066,857 | dollars as filed | |
| BALL CORP | 058498106 | COM | 436,273 | $21,996,885 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 262,257 | $21,971,891 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 979,216 | $21,640,674 | dollars as filed | |
| KBR INC COM | 48242W106 | Stock | 443,747 | $20,984,796 | dollars as filed | |
| BRAZE INC | 10576N102 | COM CL A | 688,949 | $19,593,710 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 203,750 | $17,182,238 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 157,848 | $14,594,626 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 105,752 | $14,188,746 | dollars as filed | |
| AZENTA INC | 114340102 | COM | 488,371 | $14,026,015 | dollars as filed | |
| VESTIS CORPORATION | 29430C102 | COM SHS | 2,785,231 | $12,617,096 | dollars as filed | |
| ATLANTA BRAVES HLDGS INC | 047726302 | COM SER C | 299,888 | $12,472,342 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 38,152 | $12,327,674 | dollars as filed | |
| ENVIRI CORP | 415864107 | COM | 953,281 | $12,097,136 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 247,564 | $6,855,047 | dollars as filed | |
| CAE INC COM | 124765108 | Stock | 198,077 | $5,728,093 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 694,961 | $3,731,941 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 7,772 | $2,931,909 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 79,899 | $1,128,174 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001999371-25-017883 | this filing | 2025-11-14 | acceptance time not in the bulk data set |