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) 2,620

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

Sector Weighting

Basic Materials
Capital Goods 35.47%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.07%
Energy
Financial 0%
Healthcare 11.29%
Services 14.4%
Technology 31.02%
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 795,722 4,775 .60 20,139,767
BAIDU INC SPON ADR REP A 313,583 -48,716 (13.45) 1,454,671
INFORMATICA CORP COM 178,627 30,584 20.66 5,381,947
MELLANOX TECHNOLOGIES LTD SHS 162,486 14,633 9.90 3,708,044
DARLING INGREDIENTS INC COM 155,613 155,613 New 8,286,077
ALERE INC COM 145,225 -4,541 (3.03) 3,608,080
FOREST CITY ENTERPRISES INC CL A 133,531 -7,162 (5.09) 6,649,960
FRESH MKT INC COM 130,353 130,353 New 3,804,813
MYRIAD GENETICS INC COM 108,377 19,815 22.37 2,851,267
AUTONATION INC COM 95,155 -46,058 (32.62) 1,843,367
AEGERION PHARMACEUTICALS INC COM 93,976 93,976 New 2,899,585
UNITED THERAPEUTICS CORP DEL COM 76,831 76,831 New 604,922
EQUITY COMWLTH COM SH BEN INT 71,580 6,003 9.15 2,744,644
RETAILMENOT INC COM SER 1 41,749 41,749 New 2,373,442
GEO GROUP INC NEW COM 29,434 -70,113 (70.43) 801,370
AEROPOSTALE COM 29,061 2,838 10.82 7,770,262
THE ADT CORPORATION COM 21,679 New 584,353
QLT INC COM 13,467 406 3.11 2,172,096
TRIMBLE NAVIGATION LTD COM 8,457 8,457 New 265,954
OMNIVISION TECHNOLOGIES INC COM 3,844 New 138,067