Scopia Capital Management LP

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Scopia Capital Management LP ✚
CRD #	124403
SEC #	801-61668
CIK #	0001279150
AUM	587.3 M (2026-04-01)
Employees	20 (45% Investors, 0% Brokers)
Fees
Minimum
Phone	212-370-0303
Address	152 West 57th Street New York, NY 10019
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($B) Copy

CIK	Period
0001279150	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001279150

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
	Valvoline Inc	0.0
	Harmonic Inc	0.0
	Enersys	0.0
	Doordash Inc	0.0
	Brooks Automation Inc	0.0
	Canada Goose Holdings Inc	0.0
	Aercap Holdings NV	0.0
	Vestis Corp	0.0
	Atlanta Braves Holdings Inc	0.0
	Sigma Lithium Corp	0.0
	Mannkind Corp	0.0
	Mobileye Global Inc	0.0









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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
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]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Scopia Capital Management LP	Harmonic Inc	[2024-04-26]
Scopia Capital Management LP	Indivior PLC	[2024-02-14]
Scopia Capital Management LP	Harmonic Inc	[2023-09-21]
Scopia Capital Management LP	Verra Mobility Corp	[2022-02-03]
Scopia Capital Management LP	Harmonic Inc	[2021-03-08]
Scopia Capital Management LP	Harmonic Inc	[2021-02-16]
Scopia Capital Management LP	Spirit Aerosystems Holdings Inc	[2021-02-16]
Scopia Capital Management LP	La Jolla Pharmaceutical Co	[2019-02-14]
Scopia Capital Management LP	Prothena Corp PLC	[2019-01-10]
Scopia Capital Management LP	Spirit Realty Capital Inc	[2018-02-14]
View All

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

Comparable Firms	State	AUM
Callodine Credit Management LLC ✚	MA	603.0 M
Endeavour Capital Advisors Inc ✚	CT	602.7 M
GFG Alternative Investment Advisors LLC ✚	CT	599.6 M
Octahedron Capital Management LP ✚	CA	594.2 M
Atlas Merchant Capital LLC ✚	NY	593.0 M
Inclusive Capital Partners LP ✚	CA	591.1 M
Virage Capital Management LP ✚	TX	588.3 M
Civitas Capital Management LLC ✚	TX	578.6 M
Angeleno Group LLC ✚	CA	576.5 M
Gumshoe Capital Management LLC ✚	NY	570.6 M

Scopia Capital Management LP

Assets, Funds, Holdings