other names
  • SCOPIA CAPITAL MANAGEMENT LP
  • SCOPIA CAPITAL MANAGEMENT LLC
  • SCOPIA MANAGEMENT INC.
  • SCOPIA FUND MANAGEMENT, LLC
  • SCOPIA FUND MANAGEMENT LLC
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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 26
of those in investment advisory functions 15 7%
Registration SEC, Approved, 01/02/2003
AUM* 2,306,815,068 -21%
of that, discretionary 2,306,815,068 -21%
Private Fund GAV* 875,918,503 -23%
Avg Account Size 209,710,461 -28%
SMA’s No
Private Funds 9 2
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

11B 10B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count7 GAV$760,083,992
Fund TypePrivate Equity Fund Count2 GAV$115,834,511

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker78462F103 Stock NameSPDR S&P 500 ETF TR (PUT) $ Position$82,739,556 % Position10.00% $ Change # Change
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$45,664,192 % Position6.00% $ Change-6.00% # Change-6.00%
Stck Ticker163851108 Stock NameCHEMOURS CO $ Position$45,710,248 % Position6.00% $ Change19.00% # Change-14.00%
Stck Ticker22052L104 Stock NameCORTEVA INC $ Position$42,073,164 % Position5.00% $ Change-34.00% # Change-27.00%
Stck Ticker29275Y102 Stock NameENERSYS $ Position$41,870,996 % Position5.00% $ Change105.00% # Change55.00%
Stck TickerG5509L101 Stock NameLIVANOVA PLC $ Position$41,946,533 % Position5.00% $ Change14.00% # Change-2.00%
Stck Ticker758750103 Stock NameREGAL REXNORD CORPORATION $ Position$43,052,512 % Position5.00% $ Change-27.00% # Change-26.00%
Stck TickerG8068L108 Stock NameSHARKNINJA INC $ Position$41,724,175 % Position5.00% $ Change-24.00% # Change-27.00%
Stck Ticker92047W101 Stock NameVALVOLINE INC $ Position$35,670,480 % Position4.00% $ Change83.00% # Change92.00%
Stck Ticker48251W104 Stock NameKKR & CO INC $ Position$30,452,353 % Position4.00% $ Change # Change

Brochure Summary