0001387131-23-009752.txt : 20230814 0001387131-23-009752.hdr.sgml : 20230814 20230814151935 ACCESSION NUMBER: 0001387131-23-009752 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231169098 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 06-30-2023 06-30-2023 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 08-14-2023 0 31 761208734 INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 19532781 307506 SH SOLE 307506 0 0 AMBARELLA INC SHS G037AX101 25883733 309355 SH SOLE 309355 0 0 ARAMARK COM 03852U106 27364345 635641 SH SOLE 635641 0 0 ARK ETF TR INNOVATION ETF 00214Q104 490131 11104 SH SOLE 11104 0 0 AXALTA COATING SYS LTD COM G0750C108 30782211 938196 SH SOLE 938196 0 0 BURLINGTON STORES INC COM 122017106 38642708 245522 SH SOLE 245522 0 0 CARVANA CO CL A 146869102 201450 7772 SH SOLE 7772 0 0 ELASTIC N V ORD SHS N14506104 21901725 341574 SH SOLE 341574 0 0 ENERSYS COM 29275Y102 57946750 533973 SH SOLE 533973 0 0 ENHABIT INC COM 29332G102 22010023 1913915 SH SOLE 1913915 0 0 FRESHWORKS INC CLASS A COM 358054104 25657395 1459465 SH SOLE 1459465 0 0 FULLER H B CO COM 359694106 218320 3053 SH SOLE 3053 0 0 GMS INC COM 36251C103 21083233 304671 SH SOLE 304671 0 0 HARMONIC INC COM 413160102 51167345 3164338 SH SOLE 3164338 0 0 INTERNATIONAL MNY EXPRESS IN COM 46005L101 28864476 1176701 SH SOLE 1176701 0 0 KBR INC COM 48242W106 23171965 356163 SH SOLE 356163 0 0 MANNKIND CORP COM NEW 56400P706 2828491 694961 SH SOLE 694961 0 0 MARQETA INC CLASS A COM 57142B104 16010685 3287615 SH SOLE 3287615 0 0 META PLATFORMS INC CL A 30303M102 4880095 17005 SH SOLE 17005 0 0 NORFOLK SOUTHN CORP COM 655844108 32823056 144748 SH SOLE 144748 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 27995545 3640513 SH SOLE 3640513 0 0 QORVO INC COM 74736K101 59199438 580216 SH SOLE 580216 0 0 REGAL REXNORD CORPORATION COM 758750103 62547269 406415 SH SOLE 406415 0 0 SEMTECH CORP COM 816850101 14245456 559523 SH SOLE 559523 0 0 SENTINELONE INC CL A 81730H109 20109470 1331753 SH SOLE 1331753 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 43131144 97300 SH Put SOLE 97300 0 0 TEMPUR SEALY INTL INC COM 88023U101 48308753 1205609 SH SOLE 1205609 0 0 VARONIS SYS INC COM 922280102 29156779 1094063 SH SOLE 1094063 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 1935676 98158 SH SOLE 98158 0 0 WARBY PARKER INC CL A COM 93403J106 2110057 180501 SH SOLE 180501 0 0 WESTERN UN CO COM 959802109 1008229 85953 SH SOLE 85953 0 0