Scopia Management

Latest statistics and disclosures from Scopia Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, CC, AMZN, RRX, CTVA, and represent 32.59% of Scopia Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: SPY (+$83M), KKR (+$31M), BALL (+$22M), TRU (+$22M), BRZE (+$20M), VVV (+$17M), ENS (+$15M), AZTA (+$14M), ELV (+$12M), NVRI (+$12M).
  • Started 10 new stock positions in AZTA, BRZE, KVYO, SPY, TRU, KKR, BALL, CAE, NVRI, ELV.
  • Reduced shares in these 10 stocks: SGI (-$45M), KBR (-$34M), TSM (-$28M), INDV (-$24M), MRCY (-$24M), BIO (-$23M), JBHT (-$17M), PTON (-$17M), SN (-$16M), CTVA (-$15M).
  • Sold out of its positions in AL, BIO, HUM, LESL, MAGN, MRCY, MDB, TPICQ, TSM, INDV.
  • Scopia Capital Management was a net seller of stock by $-60M.
  • Scopia Capital Management has $795M in assets under management (AUM), dropping by -2.84%.
  • Central Index Key (CIK): 0001279150

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Portfolio Holdings for Scopia Capital Management

Scopia Capital Management holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 10.4 $83M NEW 1.2k 66618.00
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Chemours (CC) 5.7 $46M -13% 2.9M 15.84
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Amazon (AMZN) 5.7 $46M -5% 208k 219.57
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Regal-beloit Corporation (RRX) 5.4 $43M -25% 300k 143.44
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Corteva (CTVA) 5.3 $42M -26% 622k 67.63
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Livanova SHS (LIVN) 5.3 $42M 801k 52.38
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EnerSys (ENS) 5.3 $42M +55% 371k 112.96
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Sharkninja Com Shs (SN) 5.2 $42M -27% 405k 103.15
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Valvoline Inc Common (VVV) 4.5 $36M +92% 993k 35.91
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Aercap Holdings Nv SHS (AER) 4.2 $33M -11% 275k 121.00
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Kkr & Co (KKR) 3.8 $31M NEW 234k 129.95
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UnitedHealth (UNH) 3.4 $27M 78k 345.30
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Harmonic (HLIT) 3.3 $26M -15% 2.6M 10.18
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Peloton Interactive Cl A Com (PTON) 2.8 $22M -43% 2.5M 9.00
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Ball Corporation (BALL) 2.8 $22M NEW 436k 50.42
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Transunion (TRU) 2.8 $22M NEW 262k 83.78
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Primo Brands Corporation Class A Com Shs (PRMB) 2.7 $22M -11% 979k 22.10
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KBR (KBR) 2.6 $21M -62% 444k 47.29
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Braze Com Cl A (BRZE) 2.5 $20M NEW 689k 28.44
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Tempur-Pedic International (SGI) 2.2 $17M -72% 204k 84.33
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Entegris (ENTG) 1.8 $15M -2% 158k 92.46
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J.B. Hunt Transport Services (JBHT) 1.8 $14M -55% 106k 134.17
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Brooks Automation (AZTA) 1.8 $14M NEW 488k 28.72
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Vestis Corporation Com Shs (VSTS) 1.6 $13M -3% 2.8M 4.53
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Atlanta Braves Hldgs Com Ser C (BATRK) 1.6 $13M +60% 300k 41.59
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Anthem (ELV) 1.5 $12M NEW 38k 323.12
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Harsco Corporation (NVRI) 1.5 $12M NEW 953k 12.69
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Klaviyo Com Ser A (KVYO) 0.9 $6.9M NEW 248k 27.69
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Cae (CAE) 0.7 $5.7M NEW 198k 28.92
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Mannkind Corp Com New (MNKD) 0.5 $3.7M 695k 5.37
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Carvana Cl A (CVNA) 0.4 $2.9M 7.8k 377.24
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Mobileye Global Common Class A (MBLY) 0.1 $1.1M 80k 14.12
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Past Filings by Scopia Capital Management

SEC 13F filings are viewable for Scopia Capital Management going back to 2010

View all past filings