0001999371-24-002312.txt : 20240214 0001999371-24-002312.hdr.sgml : 20240214 20240214153453 ACCESSION NUMBER: 0001999371-24-002312 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCOPIA CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001279150 ORGANIZATION NAME: IRS NUMBER: 300711986 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11096 FILM NUMBER: 24636908 BUSINESS ADDRESS: STREET 1: 152 WEST 57TH STREET STREET 2: 33RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-370-0303 MAIL ADDRESS: STREET 1: 152 WEST 57TH STREET STREET 2: 33RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 FORMER COMPANY: FORMER CONFORMED NAME: SCOPIA CAPITAL MANAGEMENT LLC DATE OF NAME CHANGE: 20130211 FORMER COMPANY: FORMER CONFORMED NAME: SCOPIA FUND MANAGEMENT LLC DATE OF NAME CHANGE: 20130116 FORMER COMPANY: FORMER CONFORMED NAME: SCOPIA FUND MANAGEMENT, LLC DATE OF NAME CHANGE: 20120410 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001279150 XXXXXXXX 12-31-2023 12-31-2023 false SCOPIA CAPITAL MANAGEMENT LP

152 West 57th Street 33rd Floor New York NY 10019

13F HOLDINGS REPORT 028-11096 000124403 028-11096 N Samantha Nasello 212-370-0303 /s/ Samantha Nasello New York NY 02-13-2024 0 31 808653546 INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 36797244 495119 SH SOLE 495119 0 0 ARAMARK COM 03852U106 24437137 869649 SH SOLE 869649 0 0 AXALTA COATING SYS LTD COM G0750C108 17342364 510520 SH SOLE 510520 0 0 BURLINGTON STORES INC COM 122017106 29201755 150153 SH SOLE 150153 0 0 CARVANA CO CL A 146869102 411450 7772 SH SOLE 7772 0 0 ELASTIC N V ORD SHS N14506104 7679716 68143 SH SOLE 68143 0 0 ENERSYS COM 29275Y102 38932599 385624 SH SOLE 385624 0 0 ENHABIT INC COM 29332G102 20042920 1936514 SH SOLE 1936514 0 0 FORTREA HLDGS INC COMMON STOCK 34965K107 24864156 712440 SH SOLE 712440 0 0 GMS INC COM 36251C103 14502652 175939 SH SOLE 175939 0 0 HARMONIC INC COM 413160102 68487514 5252110 SH SOLE 5252110 0 0 HASHICORP INC COM CL A 418100103 25744598 1089027 SH SOLE 1089027 0 0 HUNT J B TRANS SVCS INC COM 445658107 20158560 100924 SH SOLE 100924 0 0 INDIVIOR PLC ORD G4766E116 126154464 8261589 SH SOLE 8261589 0 0 IMPINJ INC COM 453204109 1436699 15958 SH SOLE 15958 0 0 INSULET CORP COM 45784P101 8567238 39484 SH SOLE 39484 0 0 KBR INC COM 48242W106 20505191 370063 SH SOLE 370063 0 0 LESLIES INC COM 527064109 675148 97706 SH SOLE 97706 0 0 MANNKIND CORP COM NEW 56400P706 2529658 694961 SH SOLE 694961 0 0 MARQETA INC CLASS A COM 57142B104 33217052 4758890 SH SOLE 4758890 0 0 NATIONAL VISION HLDGS INC COM 63845R107 14497227 692653 SH SOLE 692653 0 0 NORFOLK SOUTHN CORP COM 655844108 38842907 164324 SH SOLE 164324 0 0 PEGASYSTEMS INC COM 705573103 13831631 283087 SH SOLE 283087 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 12450938 2044489 SH SOLE 2044489 0 0 QORVO INC COM 74736K101 35185107 312451 SH SOLE 312451 0 0 REGAL REXNORD CORPORATION COM 758750103 39429568 266380 SH SOLE 266380 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 61695238 1298 SH Put SOLE 1298 0 0 TEMPUR SEALY INTL INC COM 88023U101 41371890 811691 SH SOLE 811691 0 0 TPI COMPOSITES INC COM 87266J104 273546 66074 SH SOLE 66074 0 0 VESTIS CORPORATION COM SHS 29430C102 28362819 1341666 SH SOLE 1341666 0 0 WESTERN UN CO COM 959802109 1024560 85953 SH SOLE 85953 0 0