SCOPIA CAPITAL MANAGEMENT LLC Information

152 WEST 57TH STREET, NEW YORK, New York, 10019, (212) 370-0303

Report Date: 03/31/2014

Position Statistics

Total Positions 30
New Positions 6
Increased Positions 17
Decreased Positions 9
Positions with Activity 26
Sold Out Positions 6
Total Mkt Value (in $ millions) 2,424

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 33.05%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.14%
Energy
Financial 0.29%
Healthcare 7.09%
Services 20.1%
Technology 34.62%
Transportation
Utilities

30 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 664,828 29,053 4.57 20,018,912
BAIDU INC SPON ADR REP A 379,493 229,075 152.29 1,680,658
AUTONATION INC COM 150,787 6,148 4.25 2,735,613
MELLANOX TECHNOLOGIES LTD SHS 147,415 5,027 3.53 3,374,105
ALERE INC COM 146,529 -2,588 (1.74) 3,720,893
INFORMATICA CORP COM 142,691 26,637 22.95 4,460,477
FOREST CITY ENTERPRISES INC CL A 136,139 7,457 5.80 7,006,629
PERRIGO CO PLC SHS 114,313 114,313 New 743,067
RYMAN HOSPITALITY PPTYS INC COM 98,093 19,110 24.19 1,992,539
GEO GROUP INC NEW COM 94,452 -56,112 (37.27) 2,710,236
MYRIAD GENETICS INC COM 84,135 56,604 205.61 2,329,953
NORDION INC COM 71,030 3,092 4.55 5,484,942
COMMONWEALTH REIT COM SH BEN INT 68,393 68,393 New 2,514,465
AMERICAN RLTY CAP PPTYS INC COM 34,106 1,233 3.75 2,627,569
AEROPOSTALE COM 22,016 9,527 76.29 7,011,473
THE ADT CORPORATION COM 19,354 19,354 New 584,353
AEROFLEX HLDG CORP COM 19,340 New 1,836,672
QLT INC COM 11,481 New 2,106,596
PHH CORP COM NEW 7,017 New 292,129
DENDREON CORP COM 3,813 3,813 New 1,824,183