other names
  • SCOPIA CAPITAL MANAGEMENT LP
  • SCOPIA CAPITAL MANAGEMENT LLC
  • SCOPIA MANAGEMENT INC.
  • SCOPIA FUND MANAGEMENT, LLC
  • SCOPIA FUND MANAGEMENT LLC

Adviser Profile

As of Date 03/31/2025
ADV Location NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees 26
of those in investment advisory functions 15 7%
Registration SEC, Approved, 01/02/2003
AUM* 2,306,815,068 42%
of that, discretionary 2,306,815,068 -21%
Private Fund GAV* 875,918,503 -2%
Avg Account Size 209,710,461 -28%
SMA’s No
Private Funds 9 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

11B 10B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count7 GAV$760,083,992
Fund TypePrivate Equity Fund Count2 GAV$115,834,511

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker22052L104 Stock NameCORTEVA INC $ Position$40,189,445 % Position8.00% $ Change-4.00% # Change-4.00%
Stck Ticker48251W104 Stock NameKKR & CO INC $ Position$35,289,014 % Position7.00% $ Change16.00% # Change18.00%
Stck TickerG5509L101 Stock NameLIVANOVA PLC $ Position$33,127,260 % Position7.00% $ Change-21.00% # Change-33.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$33,691,410 % Position7.00% $ Change-26.00% # Change-30.00%
Stck TickerN00985106 Stock NameAERCAP HOLDINGS NV $ Position$28,543,260 % Position6.00% $ Change-14.00% # Change-28.00%
Stck Ticker758750103 Stock NameREGAL REXNORD CORPORATION $ Position$30,461,788 % Position6.00% $ Change-29.00% # Change-28.00%
Stck Ticker92047W101 Stock NameVALVOLINE INC $ Position$30,759,661 % Position6.00% $ Change-14.00% # Change7.00%
Stck Ticker445658107 Stock NameHUNT J B TRANS SVCS INC $ Position$22,287,300 % Position5.00% $ Change57.00% # Change8.00%
Stck Ticker163851108 Stock NameCHEMOURS CO $ Position$22,076,339 % Position5.00% $ Change-52.00% # Change-35.00%
Stck Ticker29275Y102 Stock NameENERSYS $ Position$22,585,559 % Position5.00% $ Change-46.00% # Change-58.00%

Brochure Summary