SCOPIA CAPITAL MANAGEMENT LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 30
New Positions 8
Increased Positions 16
Decreased Positions 10
Positions with Activity 26
Sold Out Positions 4
Total Mkt Value (in $ millions) 2,627

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

Sector Weighting

Basic Materials
Capital Goods 35.3%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.02%
Energy
Financial 0%
Healthcare 11.24%
Services 14.57%
Technology 31.16%
Transportation
Utilities

30 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 792,500 4,756 .60 20,139,767
BAIDU INC SPON ADR REP A 327,199 -50,831 (13.45) 1,454,671
INFORMATICA CORP COM 179,326 30,703 20.66 5,381,947
MELLANOX TECHNOLOGIES LTD SHS 158,000 14,229 9.90 3,708,044
DARLING INGREDIENTS INC COM 154,618 154,618 New 8,286,077
ALERE INC COM 141,798 -4,434 (3.03) 3,608,080
FRESH MKT INC COM 137,316 137,316 New 3,804,813
FOREST CITY ENTERPRISES INC CL A 134,994 -7,240 (5.09) 6,649,960
MYRIAD GENETICS INC COM 106,951 19,554 22.37 2,851,267
AEGERION PHARMACEUTICALS INC COM 95,309 95,309 New 2,899,585
AUTONATION INC COM 94,823 -45,897 (32.62) 1,843,367
UNITED THERAPEUTICS CORP DEL COM 78,712 78,712 New 604,922
EQUITY COMWLTH COM SH BEN INT 70,482 5,911 9.15 2,744,644
RETAILMENOT INC COM SER 1 41,013 41,013 New 2,373,442
GEO GROUP INC NEW COM 29,683 -70,704 (70.43) 801,370
AEROPOSTALE COM 28,828 2,815 10.82 7,770,262
THE ADT CORPORATION COM 21,662 New 584,353
QLT INC COM 11,295 341 3.11 2,172,096
TRIMBLE NAVIGATION LTD COM 8,239 8,239 New 265,954
OMNIVISION TECHNOLOGIES INC COM 3,802 New 138,067