SCOPIA CAPITAL MANAGEMENT LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 30
New Positions 7
Increased Positions 16
Decreased Positions 11
Positions with Activity 27
Sold Out Positions 4
Total Mkt Value (in $ millions) 4,355

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

Sector Weighting

Basic Materials 3.32%
Capital Goods 34.29%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.64%
Energy
Financial 1.87%
Healthcare 20.78%
Services 6.02%
Technology 26.34%
Transportation
Utilities

30 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 1,216,253 New 22,049,547
UNITED THERAPEUTICS CORP DEL COM 439,462 -98,565 (18.32) 2,415,686
BAIDU INC SPON ADR REP A 293,554 -348 (0.12) 1,443,520
INFORMATICA CORP COM 282,573 -30,495 (9.74) 5,829,847
FOREST CITY ENTERPRISES INC CL A 276,807 55,824 25.26 11,869,958
ALERE INC COM 263,472 -11,493 (4.18) 5,178,302
MYRIAD GENETICS INC COM 191,084 53,733 39.12 5,809,799
BROOKDALE SR LIVING INC COM 162,446 48,698 42.81 4,308,903
MELLANOX TECHNOLOGIES LTD SHS 155,515 -56,763 (26.74) 3,136,006
VMWARE INC CL A COM 151,907 151,907 New 1,731,727
HUNTSMAN CORP COM 144,615 144,615 New 6,279,431
RETAILMENOT INC COM SER 1 141,304 2,833 2.05 6,856,080
FRESH MKT INC COM 126,994 2,724 2.19 3,906,294
BRINKS CO COM 117,332 24,764 26.75 3,649,525
AEGERION PHARMACEUTICALS INC COM 103,733 New 5,349,840
SELECT SECTOR SPDR TR SBI INT-ENERGY 78,792 30,921 64.59 1,000,782
DARLING INGREDIENTS INC COM 71,632 -57,472 (44.52) 4,491,055
ZS PHARMA INC COM 55,156 42,257 327.59 974,486
PORTOLA PHARMACEUTICALS INC COM 39,473 -2,026 (4.88) 980,700
AEROPOSTALE COM 17,923 3,693 25.96 9,901,968