0001839882-23-012748.txt : 20230515 0001839882-23-012748.hdr.sgml : 20230515 20230515153504 ACCESSION NUMBER: 0001839882-23-012748 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23921441 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 03-31-2023 03-31-2023 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 05-15-2023 0 32 1051610981 INFORMATION TABLE 2 infotable.xml AMBARELLA INC SHS G037AX101 41772735 539560 SH SOLE 539560 0 0 ARAMARK COM 03852U106 27844452 777778 SH SOLE 777778 0 0 ARK ETF TR INNOVATION ETF 00214Q104 447935 11104 SH SOLE 11104 0 0 AVERY DENNISON CORP COM 053611109 31624625 176743 SH SOLE 176743 0 0 AXALTA COATING SYS LTD COM G0750C108 44301154 1462567 SH SOLE 1462567 0 0 BURLINGTON STORES INC COM 122017106 41191012 203815 SH SOLE 203815 0 0 ELASTIC N V ORD SHS N14506104 44393725 766731 SH SOLE 766731 0 0 ENERSYS COM 29275Y102 85327368 982129 SH SOLE 982129 0 0 ENHABIT INC COM 29332G102 23491375 1688812 SH SOLE 1688812 0 0 FRESHWORKS INC CLASS A COM 358054104 35938360 2339737 SH SOLE 2339737 0 0 FULLER H B CO COM 359694106 208978 3053 SH SOLE 3053 0 0 GMS INC COM 36251C103 30596196 528523 SH SOLE 528523 0 0 HARMONIC INC COM 413160102 86690249 5941758 SH SOLE 5941758 0 0 INTERNATIONAL MNY EXPRESS IN COM 46005L101 24203166 938835 SH SOLE 938835 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 30274480 169700 SH Put SOLE 169700 0 0 KBR INC COM 48242W106 62777699 1140376 SH SOLE 1140376 0 0 MANNKIND CORP COM NEW 56400P706 2849340 694961 SH SOLE 694961 0 0 MARQETA INC CLASS A COM 57142B104 17791481 3893103 SH SOLE 3893103 0 0 MDU RES GROUP INC COM 552690109 39140922 1284151 SH SOLE 1284151 0 0 META PLATFORMS INC CL A 30303M102 3604040 17005 SH SOLE 17005 0 0 NORFOLK SOUTHN CORP COM 655844108 29588840 139570 SH SOLE 139570 0 0 OAK STR HEALTH INC COM 67181A107 3473580 89803 SH SOLE 89803 0 0 PAYPAL HLDGS INC COM 70450Y103 21376578 281493 SH SOLE 281493 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 22059702 1945300 SH Call SOLE 1945300 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 43175122 3807330 SH SOLE 3807330 0 0 QORVO INC COM 74736K101 45184024 444856 SH SOLE 444856 0 0 REGAL REXNORD CORPORATION COM 758750103 73975428 525655 SH SOLE 525655 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 35125662 85800 SH Put SOLE 85800 0 0 TEMPUR SEALY INTL INC COM 88023U101 46272881 1171762 SH SOLE 1171762 0 0 VARONIS SYS INC COM 922280102 30637907 1177928 SH SOLE 1177928 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 25313589 1496075 SH SOLE 1496075 0 0 WESTERN UN CO COM 959802109 958376 85953 SH SOLE 85953 0 0