SCOPIA CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 30
New Positions 6
Increased Positions 17
Decreased Positions 9
Positions with Activity 26
Sold Out Positions 6
Total Mkt Value (in $ millions) 2,351

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

Sector Weighting

Basic Materials
Capital Goods 34.45%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.15%
Energy
Financial 0.29%
Healthcare 7.39%
Services 21.42%
Technology 31.64%
Transportation
Utilities

30 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 672,035 29,367 4.57 20,018,912
BAIDU INC SPON ADR REP A 308,098 185,979 152.29 1,680,658
AUTONATION INC COM 165,997 6,768 4.25 2,735,613
INFORMATICA CORP COM 153,574 28,669 22.95 4,460,477
ALERE INC COM 143,329 -2,532 (1.74) 3,720,893
FOREST CITY ENTERPRISES INC CL A 137,961 7,557 5.80 7,006,629
MELLANOX TECHNOLOGIES LTD SHS 116,272 3,965 3.53 3,374,105
PERRIGO CO PLC SHS 109,431 109,431 New 743,067
RYMAN HOSPITALITY PPTYS INC COM 98,172 19,125 24.19 1,992,539
GEO GROUP INC NEW COM 96,566 -57,368 (37.27) 2,710,236
MYRIAD GENETICS INC COM 87,606 58,940 205.61 2,329,953
NORDION INC COM 68,288 2,972 4.55 5,484,942
COMMONWEALTH REIT COM SH BEN INT 67,488 67,488 New 2,514,465
AMERICAN RLTY CAP PPTYS INC COM 33,055 1,195 3.75 2,627,569
AEROPOSTALE COM 22,928 9,922 76.29 7,011,473
THE ADT CORPORATION COM 19,482 19,482 New 584,353
AEROFLEX HLDG CORP COM 19,377 New 1,836,672
QLT INC COM 12,429 New 2,106,596
PHH CORP COM NEW 6,751 New 292,129
DENDREON CORP COM 4,159 4,159 New 1,824,183