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) 2,481

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

Sector Weighting

Basic Materials
Capital Goods 34.96%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6%
Energy
Financial 0%
Healthcare 11.14%
Services 14.35%
Technology 31.74%
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 737,115 4,423 .60 20,139,767
BAIDU INC SPON ADR REP A 307,997 -47,848 (13.45) 1,454,671
INFORMATICA CORP COM 177,281 30,353 20.66 5,381,947
MELLANOX TECHNOLOGIES LTD SHS 156,776 14,119 9.90 3,708,044
DARLING INGREDIENTS INC COM 145,338 145,338 New 8,286,077
ALERE INC COM 133,896 -4,186 (3.03) 3,608,080
FOREST CITY ENTERPRISES INC CL A 130,273 -6,987 (5.09) 6,649,960
FRESH MKT INC COM 126,434 126,434 New 3,804,813
MYRIAD GENETICS INC COM 99,880 18,262 22.37 2,851,267
AUTONATION INC COM 90,878 -43,988 (32.62) 1,843,367
AEGERION PHARMACEUTICALS INC COM 89,916 89,916 New 2,899,585
UNITED THERAPEUTICS CORP DEL COM 75,410 75,410 New 604,922
EQUITY COMWLTH COM SH BEN INT 67,573 5,667 9.15 2,744,644
RETAILMENOT INC COM SER 1 40,966 40,966 New 2,373,442
GEO GROUP INC NEW COM 29,571 -70,437 (70.43) 801,370
AEROPOSTALE COM 22,456 2,193 10.82 7,770,262
THE ADT CORPORATION COM 19,184 New 584,353
QLT INC COM 8,623 260 3.11 2,172,096
TRIMBLE NAVIGATION LTD COM 7,645 7,645 New 265,954
DIAMOND FOODS INC COM 3,607 170 4.96 129,006


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