SCOPIA CAPITAL MANAGEMENT LP
Q2 2023 Form 13-F
NEW YORK, NEW YORK
CIK 0001279150
· CRD 124403
· SEC-registered investment adviser
$989.5M Reported Value Total
SCOPIA CAPITAL MANAGEMENT LP reports 10 total accounts under management (AUM). There are 10 discretionary accounts valued at $2,927,990,863, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
17 funds
· $1.8B gross asset value
Hedge Fund: $1.5B · Private Equity Fund: $288.9M
Source: Form ADV filed 2026-10-01
Reported value
$989.5M
Quarter over quarter
+6.9%
Holdings
31
Top-10 concentration
66.0%
Key People
Form ADV owners & control persons
Jeremy Hendrik Mindich
MANAGING DIRECTOR
Matthew Ivan Sirovich
MANAGING DIRECTOR
Aaron William Morse
PARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2023 13F record
Q2 2023 13F filing summary
| Period of report | June 30, 2023 |
|---|---|
| Filed | August 14, 2023 |
| Form | 13F-HR |
| Reported value | $989.5M |
| Positions | 31 |
| Change in reported value | -5.9% |
| New positions | 6 |
| Exited positions | 4 |
| Position turnover | 28.6% |
| Top-10 concentration | 66.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 5, 2026
|
0 | $0 |
|
Q2 2026 13F
Filed Aug 14, 2026
|
19 | $111.7M |
|
Q1 2026 13F
Filed May 15, 2026
|
21 | $145.8M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
27 | $484.1M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
31 | $795.4M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
32 | $818.6M |
|
Q1 2025 13F
Filed May 15, 2025
|
22 | $692.5M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
32 | $945.4M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
34 | $484.6M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
33 | $675.3M |
|
Q1 2024 13F
Filed May 15, 2024
|
30 | $913.8M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
30 | $808.7M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
35 | $809.7M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
31 | $989.5M |
|
Q1 2023 13F
Filed May 15, 2023
|
29 | $1.1B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
22 | $1.1B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
20 | $1.1B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
16 | $926.9M |
|
Q1 2022 13F
Filed May 16, 2022
|
14 | $1.1B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
15 | $1.1B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | INDV INDIVIOR PLC | $228.3M | 23.07% |
| 2 | RRX REGAL REXNORD CORPORATION | $62.5M | 6.32% |
| 3 | QRVO QORVO INC | $59.2M | 5.98% |
| 4 | ENS ENERSYS | $57.9M | 5.86% |
| 5 | HLIT HARMONIC INC | $51.2M | 5.17% |
| 6 | SGI TEMPUR SEALY INTL INC | $48.3M | 4.88% |
| 7 | SPY P SPDR S&P 500 ETF TR | $43.1M | 4.36% |
| 8 | BURL BURLINGTON STORES INC | $38.6M | 3.91% |
| 9 | NSC NORFOLK SOUTHN CORP | $32.8M | 3.32% |
| 10 | AXTA AXALTA COATING SYS LTD | $30.8M | 3.11% |
| 11 | VRNS VARONIS SYS INC | $29.2M | 2.95% |
| 12 | IMXI INTERNATIONAL MNY EXPRESS IN | $28.9M | 2.92% |
| 13 | PTON PELOTON INTERACTIVE INC | $28.0M | 2.83% |
| 14 | ARMK ARAMARK | $27.4M | 2.77% |
| 15 | AMBA AMBARELLA INC | $25.9M | 2.62% |
| 16 | FRSH FRESHWORKS INC | $25.7M | 2.59% |
| 17 | KBR KBR INC | $23.2M | 2.34% |
| 18 | EHAB ENHABIT INC | $22.0M | 2.22% |
| 19 | ESTC ELASTIC N V | $21.9M | 2.21% |
| 20 | GMS GMS INC | $21.1M | 2.13% |
Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.