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Scopia Capital Management LP
Scopia Capital Management LP is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2001, the firm specializes in hedge fund management and manages assets primarily for institutional clients and high-net-worth individuals. The firm is known for its research-intensive investment approach, and maintains a staff of around 26 employees, most serving as investment professionals. Serving clients globally, Scopia focuses on long/short equity strategies and fundamental value-based investing.
Investment Strategy
Scopia Capital Management LP employs a fundamental, research-driven long/short equity strategy with a value orientation. The firm seeks to identify investments through deep diligence, emphasizing risk management and capital preservation. Scopia invests primarily in U.S. and global equities, focusing on businesses with sustainable competitive advantages and attractive risk/reward profiles, using short selling to hedge market and industry risk.
Latest 13F Filing Activity
Scopia Capital Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $819M. The fund increased holdings in Livanova PLC, Taiwan Semiconductor MFG LTD, Unitedhealth Group Inc. among other positions. Scopia Capital Management LP reduced exposure to Draftkings Inc. New, Valvoline Inc., Dollar Tree Inc. among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CTVA | CORTEVA INC | 7.74% | $63.4M | 850,285 | $57.38 | $74.53 | +$4.9M |
R RRX | REGAL REXNORD CORPORATION | 7.16% | $58.6M | 404,469 | $148.08 | $144.96 | +$11.0M |
K KBR | KBR INC | 6.85% | $56.1M | 1,169,184 | $53.07 | $47.94 | +$8.1M |
S SN | SHARKNINJA INC | 6.74% | $55.2M | 557,683 | $85.52 | $98.99 | +$12.8M |
A AMZN | AMAZON COM INC | 5.92% | $48.4M | 220,805 | $213.87 | $219.39 | +$16.3M |
Industry Allocation
Investment Team (18)
| Name | Role | Location | |
|---|---|---|---|
A Aaron Morse | Partner and COO | New York, NY , United States | |
A Ameena Hussain | Vice President | New York, NY , United States | |
A Ashu Tyagi | Partner at Scopia Capital | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
 | Senior Analyst | New York, NY , United States | |
E Eric Fischer | Senior Analyst, Healthcare | New York, NY , United States | |
H Hilary Kozarowicz | Partner and Director of Administration | New York, NY , United States | |
J Jerome Lande | Deputy CIO and Managing Partner | New York, NY , United States | |
J Joseph Yin | Partner | Los Angeles, CA , United States | |
M Mark Allan | Partner and Head of Trading | SC , United States |
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