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| Scopia Capital Management LP
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|---|---|
| CRD # | 124403 |
| SEC # | 801-61668 |
| CIK # | 0001279150 |
| AUM | 587.3 M (2026-04-01) |
| Employees | 20 (45% Investors, 0% Brokers) |
| Phone | 212-370-0303 |
| Address | 152 West 57th Street New York, NY 10019 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Corteva Inc | 0.0 | ||
| Chemours Co | 0.0 | ||
| Commscope Holding Company Inc | 0.0 | ||
| Livanova PLC | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Primo Brands Corp | 0.0 | ||
| KKR & Co LP | 0.0 | ||
| Regal Beloit Corp | 0.0 | ||
| Hunt J B Transport Services Inc | 0.0 | ||
| Peloton Interactive Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Scopia SPV Opportunity A LLC | [2023-11-28] | 18.2 M | |
| Filed 2023-06-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Scopia Long QP LLC | [2016-03-30] | 565.4 M | 64.9 M |
| Filed 2025-10-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Scopia HCM Partners LLC | [2015-11-27] | 13.6 M | 43.7 M |
| Filed 2015-08-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Scopia Health Care International Master Fund LP | 2015-08-28 | 442.7 M | |
| HF | Scopia Health Care LLC | [2015-08-28] | 71.4 M | 92.8 M |
| Filed 2018-05-31 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Scopia Long International Master Fund LP | 2015-03-31 | 26.4 M | |
| PE | Scopia Co-Investment Partners 2 LLC | 2014-03-31 | 136.1 M | |
| HF | Scopia LB International Master Fund LP | [2014-03-31] | 5.0 M | 78.7 M |
| Filed 2018-01-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Scopia LB LLC | [2014-03-31] | 97.2 M | 87.8 M |
| Filed 2019-01-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Scopia Emerging Managers LLC | [2012-03-30] | 3.0 M | 7.8 M |
| Offered $3,000,000 · Filed 2013-09-17 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 0.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 0.6 |
| By Discretionary | ||
| Discretionary | 6 | 0.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 0.4 | |
| Total | 6 | 0.6 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New Jersey Division of Investment | |
| State Board of Administration of Florida |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Keyes | Director | 153 | 31 | |
| Ian Pilgrim | Director | 148 | 19 | |
| Scopia Capital Management LP | Executive Officer | 14 | 2 | |
| Matthew Sirovich | Director, Executive Officer | 11 | 2 | |
| Jeremy Mindich | Executive Officer | 11 | 2 | |
| Scopia Capital GP LLC | Executive Officer | 10 | 2 | |
| Scopia Capital Managment LP | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001279150] | |
| 3 | [0001279150] | |
| 4 | [0001279150] | |
| SC 13D | [0001279150] | |
| SC 13G | [0001279150] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.1B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 549300GE4E8GIYNWBX20 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Scopia Management Inc | |
| Sirovich Matthew | |
| Itron Inc | |
| Mindich Jeremy | |
| Scopia Capital Management LP | |
| Acorda Therapeutics Inc | |
| PHH Corp |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Itron Inc ITRI
Common Stock
|
2019-05-28 | Sell | 31,144 | $57.34 | 1,785,797 |
|
Itron Inc ITRI
Common Stock
|
2019-05-24 | Sell | 17,272 | $57.31 | 989,858 |
|
Itron Inc ITRI
Common Stock
|
2019-05-23 | Sell | 31,123 | $56.38 | 1,754,715 |
|
Itron Inc ITRI
Common Stock
|
2019-05-22 | Sell | 21,206 | $57.47 | 1,218,709 |
|
Itron Inc ITRI
Common Stock
|
2019-05-21 | Sell | 33,880 | $57.43 | 1,945,728 |
|
Itron Inc ITRI
Common Stock
|
2019-05-07 | Sell | 8,203 | $63.47 | 520,644 |
|
Itron Inc ITRI
Common Stock
|
2019-05-06 | Sell | 28,336 | $53.07 | 1,503,792 |
|
Itron Inc ITRI
Common Stock
|
2019-05-03 | Sell | 30,271 | $52.77 | 1,597,401 |
|
Itron Inc ITRI
Common Stock
|
2019-05-02 | Sell | 36,777 | $53.65 | 1,973,086 |
|
Itron Inc ITRI
Common Stock
|
2019-05-01 | Sell | 32,317 | $52.74 | 1,704,399 |
|
Itron Inc ITRI
Common Stock
|
2019-04-30 | Sell | 25,808 | $53.42 | 1,378,663 |
|
Itron Inc ITRI
Common Stock
|
2019-04-29 | Sell | 16,055 | $52.52 | 843,209 |
|
Itron Inc ITRI
Common Stock
|
2019-04-26 | Sell | 17,097 | $51.77 | 885,112 |
|
Itron Inc ITRI
Common Stock
|
2019-04-25 | Sell | 11,544 | $50.67 | 584,934 |
|
Itron Inc ITRI
Common Stock
|
2019-04-24 | Sell | 14,284 | $51.74 | 739,054 |
|
Itron Inc ITRI
Common Stock
|
2019-04-23 | Sell | 16,311 | $51.12 | 833,818 |
|
Itron Inc ITRI
Common Stock
|
2019-04-18 | Sell | 13,757 | $50.05 | 688,538 |
|
Itron Inc ITRI
Common Stock
|
2019-04-17 | Sell | 22,154 | $50.30 | 1,114,346 |
|
Itron Inc ITRI
Common Stock
|
2019-04-16 | Sell | 20,179 | $49.62 | 1,001,282 |
|
Itron Inc ITRI
Common Stock
|
2019-04-15 | Sell | 35,245 | $48.59 | 1,712,555 |
| showing 20 of 200 most recent transactions | |||||
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✚
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