Investor

SCOPIA CAPITAL MANAGEMENT LP

Portfolio Total Value

$911,786,000.00

Number of Stocks

32

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
HLIT $76,953,000.0 9.5%
Added 164.71%
5,816,601 $13.23 $10.21
Reduced 22.83%
$9.1 $15.46
RRX $70,442,000.0 8.7%
Added 131.28%
454,090 $155.13 $222.06
Added 43.14%
$130.94 $185.28
CTVA $69,212,000.0 8.55%
Added 147.65%
1,215,113 $56.96 $78.93
Added 38.57%
$44.91 $64.2
AER $66,040,000.0 8.15%
Added 159.0%
690,082 $95.7 $150.23
Added 56.98%
$75.48 $100.81
KBR $63,316,000.0 7.82%
Added 223.17%
1,092,978 $57.93 $41.55
Reduced 28.28%
$51.6 $72.6
TPX $61,336,000.0 7.57%
Added 259.7%
1,081,957 $56.69 $0.0
Reduced 100.0%
$0.0 $0.0
MRCY $55,776,000.0 6.89%
Added 95.54%
1,328,021 $42.0 $89.43
Added 112.93%
$25.31 $44.63
DLTR $48,653,000.0 6.01%
Added 182.68%
649,233 $74.94 $118.41
Added 58.01%
$60.49 $151.22
$42,994,000.0 5.31%
Added 155.23%
2,821,190 $15.24 $nan
Reduced nan%
$nan $nan
JBHT $39,756,000.0 4.91%
Added 217.85%
232,955 $170.66 $232.07
Added 35.98%
$153.12 $219.51
MQ $20,990,000.0 4.6%
No Change
4,266,325 $4.92 $4.05
Reduced 17.68%
$3.37 $7.36
PTON $36,534,000.0 4.51%
Added 82.28%
4,199,342 $8.7 $3.9
Reduced 55.17%
$2.7 $10.9
ENS $35,755,000.0 4.41%
Added 87.66%
386,834 $92.43 $163.77
Added 77.18%
$86.41 $112.53
FROG $35,195,000.0 4.35%
Added 168.99%
1,196,727 $29.41 $42.24
Added 43.62%
$22.91 $48.81
ESTC $18,519,000.0 4.06%
No Change
241,268 $76.76 $52.92
Reduced 31.06%
$69.0 $136.06
FRSH $16,988,000.0 3.72%
No Change
1,479,804 $11.48 $8.08
Reduced 29.62%
$10.81 $23.3
ARMK $16,606,000.0 3.64%
No Change
428,764 $38.73 $40.86
Added 5.5%
$28.3 $42.49
AMZN $27,457,000.0 3.39%
No Change
125,152 $219.39 $208.73
Reduced 4.86%
$151.61 $235.44
CC $23,636,000.0 2.92%
Added 108.62%
1,398,627 $16.9 $16.77
Reduced 0.77%
$15.1 $32.48
GMS $12,070,000.0 2.65%
No Change
133,268 $90.57 $0.0
Reduced 100.0%
$0.0 $0.0
LW $11,826,000.0 2.59%
No Change
182,683 $64.74 $46.78
Reduced 27.74%
$52.99 $109.41
DRVN $18,374,000.0 2.27%
Reduced 3.82%
1,138,455 $16.14 $10.95
Reduced 32.16%
$10.59 $17.45
TSEM $14,045,000.0 1.73%
Reduced 13.33%
272,684 $51.51 $138.59
Added 169.05%
$28.11 $55.06
INTA $4,910,000.0 1.08%
No Change
102,657 $47.83 $26.14
Reduced 45.35%
$30.36 $72.0
HUM $7,644,000.0 0.94%
Added 12.7%
30,130 $253.71 $181.58
Reduced 28.43%
$213.31 $411.8
BURL $5,379,000.0 0.66%
No Change
18,871 $285.06 $300.38
Added 5.37%
$174.64 $298.89
MNKD $4,468,000.0 0.55%
No Change
694,961 $6.43 $2.93
Reduced 54.43%
$3.17 $7.63
PEGA $2,673,000.0 0.33%
Reduced 85.5%
28,688 $93.2 $45.01
Reduced 51.71%
$45.95 $106.31
PI $2,318,000.0 0.29%
No Change
15,958 $145.26 $116.64
Reduced 19.7%
$95.96 $239.88
CVNA $1,580,000.0 0.2%
No Change
7,772 $203.36 $318.99
Added 56.86%
$40.21 $268.34
LESL $217,000.0 0.03%
No Change
97,706 $2.23 $0.97
Reduced 56.5%
$2.02 $8.21
TPIC $124,000.0 0.02%
No Change
66,074 $1.89 $0.0
Reduced 100.0%
$0.0 $0.0