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) 2,640

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

Sector Weighting

Basic Materials
Capital Goods 34.82%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.61%
Energy
Financial 0%
Healthcare 11.19%
Services 14.66%
Technology 31.8%
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 783,437 4,701 .60 20,139,767
BAIDU INC SPON ADR REP A 333,061 -51,742 (13.45) 1,454,671
INFORMATICA CORP COM 187,749 32,145 20.66 5,381,947
MELLANOX TECHNOLOGIES LTD SHS 165,453 14,900 9.90 3,708,044
DARLING INGREDIENTS INC COM 144,509 144,509 New 8,286,077
ALERE INC COM 141,148 -4,413 (3.03) 3,608,080
FOREST CITY ENTERPRISES INC CL A 135,925 -7,290 (5.09) 6,649,960
FRESH MKT INC COM 135,870 135,870 New 3,804,813
MYRIAD GENETICS INC COM 107,835 19,716 22.37 2,851,267
AUTONATION INC COM 102,454 -49,591 (32.62) 1,843,367
AEGERION PHARMACEUTICALS INC COM 97,687 97,687 New 2,899,585
UNITED THERAPEUTICS CORP DEL COM 78,936 78,936 New 604,922
EQUITY COMWLTH COM SH BEN INT 73,172 6,137 9.15 2,744,644
RETAILMENOT INC COM SER 1 47,065 47,065 New 2,373,442
GEO GROUP INC NEW COM 31,197 -74,312 (70.43) 801,370
AEROPOSTALE COM 24,010 2,345 10.82 7,770,262
THE ADT CORPORATION COM 20,493 New 584,353
QLT INC COM 8,732 263 3.11 2,172,096
TRIMBLE NAVIGATION LTD COM 8,226 8,226 New 265,954
OMNIVISION TECHNOLOGIES INC COM 3,755 New 138,067