Filed: 5/15/2026ACC: 0001999371-26-010797
📋 What this filing means
SCOPIA CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $145.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$145.80M
Total AUM (reported)
7.08M
Total Shares
Allocation by class
COM$95.23M65.3%
SHS$15.64M10.7%
CLASS A COM SHS$8.78M6.0%
CL A COM$7.72M5.3%
CL A$5.02M3.4%
SHS SUB VTG$4.29M2.9%
COM SHS$3.56M2.4%
Portfolio Concentration
Top 3$36.89M25.3%
4–10$61.83M42.4%
11–25$47.08M32.3%
Top 3 weight
25.3%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 7.08M
Sole
Full voting authority
7.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
CORTEVA INC
SOLEShares148.42K
TypeSH
Market value$12.42M
8.52%
Sole
148.42K
Shared
0.00
None
0.00
CHEMOURS CO
SOLEShares562.26K
TypeSH
Market value$12.39M
8.50%
Sole
562.26K
Shared
0.00
None
0.00
VISTANCE NETWORKS INC
SOLEShares663.51K
TypeSH
Market value$12.08M
8.28%
Sole
663.51K
Shared
0.00
None
0.00
LIVANOVA PLC
SOLEShares186.48K
TypeSH
Market value$11.85M
8.13%
Sole
186.48K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares43.28K
TypeSH
Market value$9.01M
6.18%
Sole
43.28K
Shared
0.00
None
0.00
PRIMO BRANDS CORPORATION
SOLEShares466.07K
TypeSH
Market value$8.78M
6.02%
Sole
466.07K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares90.20K
TypeSH
Market value$8.34M
5.72%
Sole
90.20K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares43.30K
TypeSH
Market value$8.11M
5.56%
Sole
43.30K
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares37.84K
TypeSH
Market value$8.02M
5.50%
Sole
37.84K
Shared
0.00
None
0.00
PELOTON INTERACTIVE INC
SOLEShares1.80M
TypeSH
Market value$7.72M
5.29%
Sole
1.80M
Shared
0.00
None
0.00
VALVOLINE INC
SOLEShares203.36K
TypeSH
Market value$6.85M
4.70%
Sole
203.36K
Shared
0.00
None
0.00
HARMONIC INC
SOLEShares643.74K
TypeSH
Market value$5.78M
3.96%
Sole
643.74K
Shared
0.00
None
0.00
ENERSYS
SOLEShares29.96K
TypeSH
Market value$5.20M
3.57%
Sole
29.96K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares33.44K
TypeSH
Market value$5.02M
3.44%
Sole
33.44K
Shared
0.00
None
0.00
AZENTA INC
SOLEShares236.37K
TypeSH
Market value$4.99M
3.43%
Sole
236.37K
Shared
0.00
None
0.00
CANADA GOOSE HLDGS INC
SOLEShares391.09K
TypeSH
Market value$4.29M
2.94%
Sole
391.09K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares27.58K
TypeSH
Market value$3.78M
2.60%
Sole
27.58K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares452.77K
TypeSH
Market value$3.56M
2.44%
Sole
452.77K
Shared
0.00
None
0.00
ATLANTA BRAVES HLDGS INC
SOLEShares77.73K
TypeSH
Market value$3.32M
2.28%
Sole
77.73K
Shared
0.00
None
0.00
SIGMA LITHIUM CORPORATION
SOLEShares164.50K
TypeSH
Market value$2.03M
1.39%
Sole
164.50K
Shared
0.00
None
0.00
MANNKIND CORP
SOLEShares694.96K
TypeSH
Market value$1.70M
1.17%
Sole
694.96K
Shared
0.00
None
0.00
MOBILEYE GLOBAL INC
SOLEShares79.90K
TypeSH
Market value$548.9K
0.38%
Sole
79.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CORTEVA INCSOLE | COM | 148.42K | SH | $12.42M 8.52% | 148.42K | 0.00 | 0.00 |
CHEMOURS COSOLE | COM | 562.26K | SH | $12.39M 8.50% | 562.26K | 0.00 | 0.00 |
VISTANCE NETWORKS INCSOLE | COM | 663.51K | SH | $12.08M 8.28% | 663.51K | 0.00 | 0.00 |
LIVANOVA PLCSOLE | SHS | 186.48K | SH | $11.85M 8.13% | 186.48K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 43.28K | SH | $9.01M 6.18% | 43.28K | 0.00 | 0.00 |
PRIMO BRANDS CORPORATIONSOLE | CLASS A COM SHS | 466.07K | SH | $8.78M 6.02% | 466.07K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 90.20K | SH | $8.34M 5.72% | 90.20K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 43.30K | SH | $8.11M 5.56% | 43.30K | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 37.84K | SH | $8.02M 5.50% | 37.84K | 0.00 | 0.00 |
PELOTON INTERACTIVE INCSOLE | CL A COM | 1.80M | SH | $7.72M 5.29% | 1.80M | 0.00 | 0.00 |
VALVOLINE INCSOLE | COM | 203.36K | SH | $6.85M 4.70% | 203.36K | 0.00 | 0.00 |
HARMONIC INCSOLE | COM | 643.74K | SH | $5.78M 3.96% | 643.74K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 29.96K | SH | $5.20M 3.57% | 29.96K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 33.44K | SH | $5.02M 3.44% | 33.44K | 0.00 | 0.00 |
AZENTA INCSOLE | COM | 236.37K | SH | $4.99M 3.43% | 236.37K | 0.00 | 0.00 |
CANADA GOOSE HLDGS INCSOLE | SHS SUB VTG | 391.09K | SH | $4.29M 2.94% | 391.09K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 27.58K | SH | $3.78M 2.60% | 27.58K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 452.77K | SH | $3.56M 2.44% | 452.77K | 0.00 | 0.00 |
ATLANTA BRAVES HLDGS INCSOLE | COM SER C | 77.73K | SH | $3.32M 2.28% | 77.73K | 0.00 | 0.00 |
SIGMA LITHIUM CORPORATIONSOLE | COM | 164.50K | SH | $2.03M 1.39% | 164.50K | 0.00 | 0.00 |
MANNKIND CORPSOLE | COM NEW | 694.96K | SH | $1.70M 1.17% | 694.96K | 0.00 | 0.00 |
MOBILEYE GLOBAL INCSOLE | COMMON CLASS A | 79.90K | SH | $548.9K 0.38% | 79.90K | 0.00 | 0.00 |