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) 4,071

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

Sector Weighting

Basic Materials 2.78%
Capital Goods 34.67%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.41%
Energy
Financial 1.75%
Healthcare 20.6%
Services 5.9%
Technology 27.38%
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 1,141,505 New 22,049,547
UNITED THERAPEUTICS CORP DEL COM 400,472 -89,820 (18.32) 2,415,686
BAIDU INC SPON ADR REP A 285,355 -338 (0.12) 1,443,520
INFORMATICA CORP COM 282,689 -30,507 (9.74) 5,829,847
FOREST CITY ENTERPRISES INC CL A 269,923 54,436 25.26 11,869,958
ALERE INC COM 259,122 -11,303 (4.18) 5,178,302
MYRIAD GENETICS INC COM 192,711 54,191 39.12 5,809,799
VMWARE INC CL A COM 147,682 147,682 New 1,731,727
MELLANOX TECHNOLOGIES LTD SHS 139,584 -50,948 (26.74) 3,136,006
BROOKDALE SR LIVING INC COM 139,522 41,826 42.81 4,308,903
FRESH MKT INC COM 120,353 2,582 2.19 3,906,294
HUNTSMAN CORP COM 113,155 113,155 New 6,279,431
BRINKS CO COM 105,763 22,322 26.75 3,649,525
RETAILMENOT INC COM SER 1 105,584 2,117 2.05 6,856,080
AEGERION PHARMACEUTICALS INC COM 97,581 New 5,349,840
SELECT SECTOR SPDR TR SBI INT-ENERGY 68,564 26,907 64.59 1,000,782
DARLING INGREDIENTS INC COM 57,575 -46,193 (44.52) 4,491,055
ZS PHARMA INC COM 56,852 43,556 327.59 974,486
PORTOLA PHARMACEUTICALS INC COM 47,642 -2,445 (4.88) 980,700
AEROPOSTALE COM 14,160 2,918 25.96 9,901,968