SCOPIA CAPITAL MANAGEMENT LP
Long book
$143.8M
Q1 2026
Positions
21
Top-10 weight
69%
concentration
Last quarter
+21.7%
SPY +14.8%
Turnover
29%
of book per quarter
Strategy in plain words
auto-generated from filingsSCOPIA CAPITAL MANAGEMENT LP is a concentrated fundamental stock-picker, running a $143.8M US long book across 21 positions.
The portfolio is concentrated: the top 10 names carry 69% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: CORTEVA INC, CHEMOURS CO/THE, VISTANCE NETWORKS INC, LIVANOVA PLC, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-10.8%
Q2 2024
+3.5%
Q3 2024
+5.6%
Q4 2024
-10.3%
Q1 2025
+8.6%
Q2 2025
+9.9%
Q3 2025
+3.1%
Q4 2025
+2.5%
Q1 2026
+21.7%
Sector allocation
Technology 16%
Consumer staples 15%
Industrials 15%
Healthcare 9%
Consumer discretionary 9%
Materials 9%
Services media 8%
Other 8%
Long book by quarter
What does SCOPIA CAPITAL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| CTVA CORTEVA INC | Consumer staples | 148.4K | $12.4M | 8.6% | -75.2% |
| CC CHEMOURS CO/THE | Materials | 562.3K | $12.4M | 8.6% | -70.0% |
| VISN VISTANCE NETWORKS INC | Technology | 663.5K | $12.1M | 8.4% | New |
| LIVN LIVANOVA PLC | Healthcare | 186.5K | $11.9M | 8.2% | -65.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 43.3K | $9.0M | 6.3% | -70.3% |
| PRMB PRIMO BRANDS CORP | Consumer staples | 466.1K | $8.8M | 6.1% | -40.2% |
| KKR KKR & CO INC | Financials | 90.2K | $8.3M | 5.8% | -67.4% |
| RRX REGAL REXNORD CORP | Industrials | 43.3K | $8.1M | 5.6% | -80.1% |
| JBHT HUNT (JB) TRANSPRT SVCS INC | Industrials | 37.8K | $8.0M | 5.6% | -67.0% |
| PTON PELOTON INTERACTIVE INC-A | Other | 1.8M | $7.7M | 5.4% | -22.5% |
| VVV VALVOLINE INC | Energy | 203.4K | $6.8M | 4.8% | -80.8% |
| HLIT HARMONIC INC | Technology | 643.7K | $5.8M | 4.0% | -66.2% |
| ENS ENERSYS | Technology | 30.0K | $5.2M | 3.6% | -80.5% |
| DASH DOORDASH INC - A | Services media | 33.4K | $5.0M | 3.5% | -18.8% |
| AZTA AZENTA INC | Industrials | 236.4K | $5.0M | 3.5% | -58.3% |
| GOOS CANADA GOOSE HOLDINGS INC | Other | 391.1K | $4.3M | 3.0% | -41.3% |
| AER AERCAP HOLDINGS NV | Services media | 27.6K | $3.8M | 2.6% | -86.1% |
| VSTS VESTIS CORP | Consumer discretionary | 452.8K | $3.6M | 2.5% | -67.6% |
| BATRK ATLANTA BRAVES HOLDINGS IN-C | Services media | 77.7K | $3.3M | 2.3% | -67.5% |
| MNKD MANNKIND CORP | Healthcare | 695.0K | $1.7M | 1.2% | Held |
| MBLY MOBILEYE GLOBAL INC-A | Technology | 79.9K | $549K | 0.4% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 22 | $145.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 28 | $484.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 32 | $795.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 32 | $818.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 22 | $692.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 32 | $945.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 34 | $484.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 33 | $675.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 32 | $913.8M | canonical | SEC ↗ |
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