0001011438-23-000635.txt : 20231114 0001011438-23-000635.hdr.sgml : 20231114 20231114155314 ACCESSION NUMBER: 0001011438-23-000635 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCOPIA CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001279150 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: 231405383 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 0001279150 XXXXXXXX 09-30-2023 09-30-2023 false SCOPIA CAPITAL MANAGEMENT LP

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

13F HOLDINGS REPORT 028-11096 000124403 801-61668 N Samantha Nasello 212-370-0303 /s/ Samantha Nasello New York NY 11-14-2023 0 37 809708602 INFORMATION TABLE 2 informationtable.xml ADVANCED MICRO DEVICES INC COM 007903107 9612539 93489 SH SOLE 93489 0 0 AERCAP HOLDINGS NV SHS N00985106 26849269 428423 SH SOLE 428423 0 0 AMBARELLA INC SHS G037AX101 17899746 337540 SH SOLE 337540 0 0 ARAMARK COM 03852U106 29211293 841824 SH SOLE 841824 0 0 ARK ETF TR INNOVATION ETF 00214Q104 440496 11104 SH SOLE 11104 0 0 AXALTA COATING SYS LTD COM G0750C108 14650789 544639 SH SOLE 544639 0 0 BURLINGTON STORES INC COM 122017106 23821189 176062 SH SOLE 176062 0 0 CARVANA CO CL A 146869102 326269 7772 SH SOLE 7772 0 0 ELASTIC N V ORD SHS N14506104 20301795 249899 SH SOLE 249899 0 0 ENERSYS COM 29275Y102 36330370 383758 SH SOLE 383758 0 0 ENHABIT INC COM 29332G102 23527294 2091315 SH SOLE 2091315 0 0 FORTREA HLDGS INC COMMON STOCK 34965K107 31125304 1088678 SH SOLE 1088678 0 0 FULLER H B CO COM 359694106 209466 3053 SH SOLE 3053 0 0 GMS INC COM 36251C103 12252238 191531 SH SOLE 191531 0 0 HARMONIC INC COM 413160102 54401440 5649163 SH SOLE 5649163 0 0 IMPINJ INC COM 453204109 878169 15958 SH SOLE 15958 0 0 INDIVIOR PLC ORD G4766E116 191743237 8311367 SH SOLE 8311367 0 0 INTERNATIONAL MNY EXPRESS IN COM 46005L101 7978466 471262 SH SOLE 471262 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 18946528 107200 SH Put SOLE 107200 0 0 KBR INC COM 48242W106 14940760 253491 SH SOLE 253491 0 0 LESLIES INC COM 527064109 553016 97706 SH SOLE 97706 0 0 MANNKIND CORP COM NEW 56400P706 2870189 694961 SH SOLE 694961 0 0 MARQETA INC CLASS A COM 57142B104 18999650 3177199 SH SOLE 3177199 0 0 META PLATFORMS INC CL A 30303M102 5105071 17005 SH SOLE 17005 0 0 NORFOLK SOUTHN CORP COM 655844108 30336673 154048 SH SOLE 154048 0 0 PEGASYSTEMS INC COM 705573103 10194708 234847 SH SOLE 234847 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 12419869 2459380 SH SOLE 2459380 0 0 QORVO INC COM 74736K101 32590976 341374 SH SOLE 341374 0 0 REGAL REXNORD CORPORATION COM 758750103 38047944 266293 SH SOLE 266293 0 0 SENTINELONE INC CL A 81730H109 23758640 1409172 SH SOLE 1409172 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 25948036 60700 SH Put SOLE 60700 0 0 TEMPUR SEALY INTL INC COM 88023U101 40777089 940865 SH SOLE 940865 0 0 TPI COMPOSITES INC COM 87266J104 175096 66074 SH SOLE 66074 0 0 VARONIS SYS INC COM 922280102 8582381 281021 SH SOLE 281021 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 1835555 98158 SH SOLE 98158 0 0 WARBY PARKER INC CL A COM 93403J106 20934191 1590744 SH SOLE 1590744 0 0 WESTERN UN CO COM 959802109 1132861 85953 SH SOLE 85953 0 0