Latest SCOPIA CAPITAL MANAGEMENT LP Stock Portfolio

SCOPIA CAPITAL MANAGEMENT LP Performance:

2025 Q4: 1.45%YTD: -0.24%2024: 0.76%

Performance for 2025 Q4 is 1.45%, and YTD is -0.24%, and 2024 is 0.76%.

About SCOPIA CAPITAL MANAGEMENT LP and 13F Hedge Fund Stock Holdings

SCOPIA CAPITAL MANAGEMENT LP is a hedge fund based in New York, NY. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, SCOPIA CAPITAL MANAGEMENT LP reported an equity portfolio of $484.1 Millions as of 31 Dec, 2025.

The top stock holdings of SCOPIA CAPITAL MANAGEMENT LP are CTVA, KKR, AMZN. The fund has invested 8.3% of it's portfolio in CORTEVA INC and 7.3% of portfolio in KKR & CO INC.

The fund managers got completely rid off SHARKNINJA INC, UNITEDHEALTH GROUP INC (UNH) and BALL CORP (BALL) stocks. They significantly reduced their stock positions in ENERSYS (ENS), BRAZE INC (BRZE) and VESTIS CORPORATION. SCOPIA CAPITAL MANAGEMENT LP opened new stock positions in LOUISIANA PAC CORP (LPX), DOORDASH INC (DASH) and CANADA GOOSE HLDGS INC (GOOS). The fund showed a lot of confidence in some stocks as they added substantially to KKR & CO INC (KKR), AZENTA INC (AZTA) and HUNT J B TRANS SVCS INC (JBHT).

SCOPIA CAPITAL MANAGEMENT LP Annual Return Estimates Vs S&P 500

Our best estimate is that SCOPIA CAPITAL MANAGEMENT LP made a return of 1.45% in the last quarter. In trailing 12 months, it's portfolio return was -0.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
louisiana pac corp	16,176,300
doordash inc	9,326,900
canada goose hldgs inc	8,632,400
trex co inc	7,330,880
sigma lithium corporation	468,403

New stocks bought by SCOPIA CAPITAL MANAGEMENT LP

Additions

Ticker	% Inc.
kkr & co inc	18.13
azenta inc	16.05
hunt j b trans svcs inc	8.44
valvoline inc	6.56

Additions to existing portfolio by SCOPIA CAPITAL MANAGEMENT LP

Reductions

Ticker	% Reduced
enersys	-58.48
braze inc	-57.41
vestis corporation	-49.84
somnigroup international inc	-47.34
chemours co	-35.11
livanova plc	-32.77
amazon com inc	-29.82
aercap holdings nv	-27.72

SCOPIA CAPITAL MANAGEMENT LP reduced stake in above stock

Sold off

Ticker	$ Sold
enviri corp	-12,097,100
kbr inc	-20,984,800
ball corp	-21,996,900
sharkninja inc	-41,724,200
klaviyo inc	-6,855,050
cae inc	-5,728,090
entegris inc	-14,594,600
unitedhealth group inc	-27,048,400

SCOPIA CAPITAL MANAGEMENT LP got rid off the above stocks

Sector Distribution

SCOPIA CAPITAL MANAGEMENT LP has about 25.2% of it's holdings in Industrials sector.

Sector	%
Industrials	25.2
Others	14.6
Basic Materials	13.2
Consumer Cyclical	13.1
Healthcare	11.8
Financial Services	7.5
Energy	6.5
Technology	6.1
Communication Services	2

Market Cap. Distribution

SCOPIA CAPITAL MANAGEMENT LP has about 43.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	36.1
MID-CAP	28.1
UNALLOCATED	14.6
SMALL-CAP	14
MEGA-CAP	7.1

Stocks belong to which Index?

About 41.8% of the stocks held by SCOPIA CAPITAL MANAGEMENT LP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	58.2
RUSSELL 2000	21.4
S&P 500	20.4

Top 5 Winners (%)		%
JBHT	hunt j b trans svcs inc	42.4 %
	vestis corporation	35.5 %
ENS	enersys	21.2 %
AER	aercap holdings nv	16.2 %
BRZE	braze inc	14.7 %

Top 5 Winners ($)		$
ENS	enersys	8.9 M
JBHT	hunt j b trans svcs inc	6.6 M
LIVN	livanova plc	6.1 M
AER	aercap holdings nv	5.4 M
	vestis corporation	4.5 M

Top 5 Losers (%)		%
PTON	peloton interactive inc	-30.7 %
MBLY	mobileye global inc	-26.1 %
	primo brands corporation	-23.4 %
CC	chemours co	-21.1 %
VVV	valvoline inc	-18.6 %

Top 5 Losers ($)		$
CC	chemours co	-9.6 M
VVV	valvoline inc	-7.0 M
PTON	peloton interactive inc	-6.8 M
	primo brands corporation	-5.1 M
RRX	regal rexnord corporation	-0.8 M

SCOPIA CAPITAL MANAGEMENT LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SCOPIA CAPITAL MANAGEMENT LP

SCOPIA CAPITAL MANAGEMENT LP has 27 stocks in it's portfolio. About 61.8% of the portfolio is in top 10 stocks. CC proved to be the most loss making stock for the portfolio. ENS was the most profitable stock for SCOPIA CAPITAL MANAGEMENT LP last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AER	aercap holdings nv	5.90	198,548	28,543,300	reduced	-27.72

AMZN	amazon com inc	6.96	145,964	33,691,400	reduced	-29.82

ANTX	elevance health inc formerly	0.00	0.00	0.00	sold off	-100

AZTA	azenta inc	3.89	566,741	18,849,800	added	16.05

BALL	ball corp	0.00	0.00	0.00	sold off	-100

BATRA	atlanta braves hldgs inc	1.95	239,275	9,439,400	reduced	-20.21

BRZE	braze inc	2.08	293,405	10,060,900	reduced	-57.41

CAE	cae inc	0.00	0.00	0.00	sold off	-100

CC	chemours co	4.56	1,872,460	22,076,300	reduced	-35.11

CTVA	corteva inc	8.30	599,574	40,189,400	reduced	-3.62

CVNA	carvana co	0.68	7,772	3,279,940	unchanged	0.00

DASH	doordash inc	1.93	41,182	9,326,900	new

ENS	enersys	4.67	153,905	22,585,600	reduced	-58.48

ENTG	entegris inc	0.00	0.00	0.00	sold off	-100

GOOS	canada goose hldgs inc	1.78	666,595	8,632,400	new

HLIT	harmonic inc	3.89	1,904,850	18,839,000	reduced	-25.67

JBHT	hunt j b trans svcs inc	4.60	114,682	22,287,300	added	8.44

KBR	kbr inc	0.00	0.00	0.00	sold off	-100

KKR	kkr & co inc	7.29	276,820	35,289,000	added	18.13

LIVN	livanova plc	6.84	538,392	33,127,300	reduced	-32.77