SCOPIA CAPITAL MANAGEMENT LP

https://www.linkedin.com/company/scopiacapital/ • NEW YORK, NY • Investment Advisor • Hedge Fund How do I update this listing?

Also known as:

  • SCOPIA CAPITAL MANAGEMENT LLC
  • SCOPIA FUND MANAGEMENT LLC
  • ITRON INC

Scopia Capital Management is based out of New York. Scopia Capital Management is a large advisory firm with 14 clients and discretionary assets under management (AUM) of $7,208,643,239 (Form ADV from 2018-11-01). Their last reported 13F filing for Q1 2019 included $2,707,400,000 in managed 13F securities and a top 10 holdings concentration of 74.71%. Scopia Capital Management's largest holding is Vistra Energy Cp with shares held of 13,230,577. Scopia Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 61 13F filings, 42 13D filings, 146 13G filings, and 47 Form 4 filings

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62

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $2.707 Billion
  • Prior Market Value $2.948 Billion
  • New Purchases7 stocks
  • Additional Purchases3 stocks
  • Sold out of11 stocks
  • Reduced holdings in14 stocks
  • Top 10 Holdings % 74.71 %
  • Turnover % [1]:75.00%
  • Turnover Alt % [2]: 39.47 %
  • Time Held Top20:6.90 quarters
  • Time Held Top10:7.30 quarters
  • Time Held All:8.79 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.05%
Performance Last 4 Quarters: 7.16%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR/A (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR/A (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SCOPIA CAPITAL MANAGEMENT LP
Classified as Hedge Fund
152 WEST 57TH STREET 33RD FLOOR
NEW YORK NY    10019
Country: United States
Business Phone: 212-370-0303
Fax: 212-370-0404
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 47
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 4,042,920
Total Number of Clients: 14
Amount of client funds and securities by related persons: 4,470,840,000
Total Number of clients from related persons: 14
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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SCOPIA CAPITAL MANAGEMENT LP

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MINDICH, JEREMY, HENDRIK FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP 03/01/2001 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC MANAGING DIRECTOR indirect 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT direct 2001-03-01
SCOPIA CAPITAL MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT, DIRECTOR direct 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2001-03-01
SCOPIA CAPITAL MANAGEMENT LP FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2001-03-01
SCOPIA FUND MANAGEMENT, LLC PRESIDENT, DIRECTOR indirect 2001-03-01
SCOPIA FUND MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2001-03-01
SIROVICH, MATTHEW, IVAN FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP 04/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC MANAGING DIRECTOR indirect 2001-04-01
SCOPIA MANAGEMENT INC. SHAREHOLDER direct 2001-04-01
SCOPIA CAPITAL MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2001-04-01
SCOPIA MANAGEMENT INC. EXECUTIVE VICE PRESIDENT,TREASURER, SECRETARY, DIRECTOR direct 2001-04-01
SCOPIA CAPITAL MANAGEMENT LP FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2001-04-01
SCOPIA FUND MANAGEMENT, LLC EXECUTIVE VICE PRESIDENT, TREASURER, SECRETARY, DIRECTOR indirect 2001-04-01
SCOPIA FUND MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2001-04-01
SCOPIA MANAGEMENT INC. DIRECTOR direct 2001-04-01
NASELLO, SAMANTHA, WEISEN PARTNER, CHIEF COMPLIANCE OFFICER, FUND CFO 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LP PARTNER, CHIEF COMPLIANCE OFFICER, FUND CFO direct 2009-03-01
SCOPIA CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER, FUND CFO direct 2009-03-01
SCOPIA MANAGEMENT INC. CHIEF COMPLIANCE OFFICER, CONTROLLER direct 2009-03-01
SCOPIA FUND MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF FUND ACCOUNTING direct 2009-03-01
ARGAND CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER AND CONTROLLER direct 2005-02-01
ARGAND CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER direct 2005-02-01
BRIGANTINE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER AND CONTROLLER direct 2005-02-01
BRIGANTINE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER direct 2005-02-01
VARGHESE, TAJAR, SAMUEL PARTNER 01/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCOPIA MANAGEMENT INC. PARTNER direct 2009-01-01
MORSE, AARON, WILLIAM PARTNER, CHIEF OPERATING OFFICER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC PARTNER, CHIEF OPERATING OFFICER direct 2012-06-01
SCOPIA CAPITAL MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2012-06-01
ADAR INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER direct 2004-05-01
ADAR INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2004-05-01
ADAR INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER/COMPLIANCE OFFICER direct 2004-05-01
SCOPIA MANAGEMENT, INC. GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA FUND MANAGEMENT, LLC MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2012-03-01
SCOPIA CAPITAL MANAGEMENT LP GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2012-03-01
SCOPIA CAPITAL MANAGEMENT LLC MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2012-03-01
FIONDA, KENNETH, QUINN PARTNER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA FUND MANAGEMENT, LLC PARTNER direct 2013-01-01
DYAL CAPITAL PARTNERS (A), L.P. LIMITED PARTNER OF SCOPIA CAPITAL MANAGEMENT LP 01/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HALCYON ASSET MANAGEMENT LLC MEMBER direct 2012-12-01
MKP CAPITAL MANAGEMENT, L.L.C. MEMBER (MKP CAPITAL MANAGEMENT, L.L.C.) direct 2013-01-01
SCOPIA CAPITAL MANAGEMENT LLC MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2013-01-01
SCOPIA CAPITAL MANAGEMENT LP LIMITED PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2013-01-01
SCOPIA FUND MANAGEMENT, LLC MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2013-01-01
MAST CAPITAL MANAGEMENT, LLC MEMBER OF MAST CAPITAL MANAGEMENT, LLC direct 2012-06-01
PINNACLE ASSET MANAGEMENT, L.P. LIMITED PARTNER direct 2012-12-01
WATERFALL ASSET MANAGEMENT, LLC MEMBER direct 2013-08-01
HALCYON ASSET-BACKED ADVISORS L.P. LIMITED PARTNER indirect 2012-12-01
HALCYON ASSET-BACKED ADVISORS L.P. PARTNER indirect 2012-12-01
JANA PARTNERS LLC NON-MANAGING MEMBER OF JANA PARTNERS LLC direct 2015-03-01
JANA PARTNERS LLC DIRECT OWNER OF RELYING ADVISER direct 2015-03-01
BLUE HARBOUR GROUP, L.P. LIMITED PARTNER (OF BLUE HARBOUR GROUP, L.P.) direct 2014-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MEMBER direct 2013-05-01
HALCYON CAPITAL MANAGEMENT LP LIMITED PARTNER direct 2012-12-01
DYAL CAPITAL PARTNERS (B), L.P. MEMBER OF SCOPIA CAPITAL GP LLC 01/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LP MEMBER OF SCOPIA CAPITAL GP LLC direct 2013-01-01
MAST CAPITAL MANAGEMENT, LLC MEMBER OF MAST CAPITAL MANAGEMENT IA HOLDINGS, LLC direct 2012-08-01
CAPITAL FUND MANAGEMENT S.A. SHAREHOLDER direct 2011-12-01
PROVIDENCE EQUITY PARTNERS L.L.C. MEMBER indirect 2014-07-01
SCOPIA FUND MANAGEMENT LLC MEMBER OF SCOPIA CAPITAL LLC direct 2013-01-01
ALLAN, MARK, TRIGG PARTNER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLOVIS CAPITAL MANAGEMENT, LP HEAD TRADER AND PRINCIPAL direct 2006-12-01
SCOPIA CAPITAL MANAGEMENT LP PARTNER direct 2016-01-01
LANDE, JEROME, JAY PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPPERSMITH CAPITAL MANAGEMENT, LLC MANAGING PARTNER direct 2012-04-01
JOHNSON, BRIAN, DONALD PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LP PARTNER direct 2018-01-01
MINDICH, JEREMY, HENDRIK MANAGING DIRECTOR SCOPIA MANAGEMENT, INC. 03/01/2001 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC MANAGING DIRECTOR indirect 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT direct 2001-03-01
SCOPIA CAPITAL MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT, DIRECTOR direct 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2001-03-01
SCOPIA CAPITAL MANAGEMENT LP FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2001-03-01
SCOPIA FUND MANAGEMENT, LLC PRESIDENT, DIRECTOR indirect 2001-03-01
SCOPIA FUND MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2001-03-01
SIROVICH, MATTHEW, IVAN MANAGING DIRECTOR SCOPIA MANAGEMENT, INC. 04/01/2001 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC MANAGING DIRECTOR indirect 2001-04-01
SCOPIA MANAGEMENT INC. SHAREHOLDER direct 2001-04-01
SCOPIA CAPITAL MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2001-04-01
SCOPIA MANAGEMENT INC. EXECUTIVE VICE PRESIDENT,TREASURER, SECRETARY, DIRECTOR direct 2001-04-01
SCOPIA CAPITAL MANAGEMENT LP FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2001-04-01
SCOPIA FUND MANAGEMENT, LLC EXECUTIVE VICE PRESIDENT, TREASURER, SECRETARY, DIRECTOR indirect 2001-04-01
SCOPIA FUND MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2001-04-01
SCOPIA MANAGEMENT INC. DIRECTOR direct 2001-04-01
NB DYAL ASSOCIATES LP GENERAL PARTNER DYAL CAPITAL PARTNERS (A) LP AND DYAL CAPITAL PARTNERS (B) LP 02/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. GENERAL PARTNER indirect 2010-04-01
MKP CAPITAL MANAGEMENT, L.L.C. GENERAL PARTNER indirect 2010-08-01
SCOPIA CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC GENERAL PARTNER indirect 2010-02-01
BLUE HARBOUR GROUP, L.P. GENERAL PARTNER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC GENERAL PARTNER indirect 2010-04-01
HALCYON CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
NB DYAL GP HOLDINGS LLC GENERAL PARTNER NB DYAL ASSOCIATES LP 02/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2010-02-01
SCOPIA CAPITAL MANAGEMENT LLC GENERAL PARTNER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. GENERAL PARTNER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2015-04-01
BLUE HARBOUR GROUP, L.P. GENERAL PARTNER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2010-02-01
ATALAYA CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2013-08-01
SOUND POINT CAPITAL MANAGEMENT, LP GENERAL PARTNER indirect 2013-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
HALCYON CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
NB ALTERNATIVES GP HOLDINGS LLC MANAGING MEMBER NB DYAL GP HOLDINGS LLC 02/01/2010 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2010-02-01
SCOPIA CAPITAL MANAGEMENT LLC MANAGING MEMBER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2010-02-01
BLUE HARBOUR GROUP, L.P. MANAGING MEMBER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2010-02-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2010-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2010-02-01
HALCYON CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2010-02-01
NEUBERGER BERMAN GROUP LLC MANAGING MEMBER NB ALTERNATIVES HOLDINGS LLC 05/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEUBERGER BERMAN LLC HOLDING COMPANY indirect 2009-02-01
NEUBERGER BERMAN LLC HOLDING COMPANY indirect 2009-05-01
NEUBERGER BERMAN MANAGEMENT LLC HOLDING COMPANY indirect 2009-02-01
NEUBERGER BERMAN MANAGEMENT LLC HOLDING COMPANY indirect 2009-05-01
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2009-05-01
NB ALTERNATIVE INVESTMENT MANAGEMENT LLC HOLDING COMPANY indirect 2009-02-01
SCOPIA CAPITAL MANAGEMENT LLC MANAGING MEMBER indirect 2009-05-01
NEUBERGER BERMAN FIXED INCOME LLC MEMBER indirect 2009-02-01
NEUBERGER BERMAN INVESTMENT ADVISERS LLC MEMBER indirect 2009-02-01
MAST CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 2009-05-01
WATERFALL ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2009-05-01
NB ALTERNATIVES ADVISERS LLC HOLDING COMPANY indirect 2009-02-01
NB ALTERNATIVES ADVISERS LLC SOLE MEMBER indirect 2009-02-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-02-01
NB ALTERNATIVE FUND MANAGEMENT LLC SOLE MEMBER indirect 2009-02-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-05-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-05-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2010-02-01
NEUBERGER BERMAN ASIA LIMITED MEMBER indirect 2009-05-01
NEUBERGER BERMAN ASIA LIMITED HOLDING COMPANY indirect 2009-05-01
BLUE HARBOUR GROUP, L.P. MANAGING MEMBER indirect 2009-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2009-05-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2009-02-01
NEUBERGER BERMAN EUROPE LIMITED MEMBER indirect 2009-02-01
NEUBERGER BERMAN SINGAPORE PTE. LIMITED MEMBER indirect 2009-05-01
HALCYON CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-05-01
NEUBERGER BERMAN LOAN ADVISERS LLC MEMBER indirect 2009-02-01
NEUBERGER BERMAN LOAN ADVISERS LLC MEMBER indirect 2009-02-01
GREEN COURT CAPITAL MANAGEMENT LIMITED MEMBER indirect 2017-04-01
NB ALTERNATIVES HOLDINGS LLC MANAGING MEMBER NB ALTERNATIVES GP HOLDINGS LLC 05/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2009-05-01
NB ALTERNATIVE INVESTMENT MANAGEMENT LLC MEMBER direct 2009-05-01
SCOPIA FUND MANAGEMENT LLC MANAGING MEMBER indirect 2009-05-01
MAST CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 2010-02-01
NB ALTERNATIVES ADVISERS LLC HOLDING COMPANY direct 2009-02-01
NB ALTERNATIVES ADVISERS LLC SOLE MEMBER direct 2009-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2010-02-01
BLUE HARBOUR GROUP, L.P. MANAGING MEMBER indirect 2009-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2009-05-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2009-02-01
HALCYON CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-05-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SCOPIA LB INTERNATIONAL MASTER FUND LP Bermuda 805-5683205992 Hedge Fund 78,717,730 1,000,000 Master Fund
SCOPIA LB LLC United States 805-5915571542 Hedge Fund 102,231,913 1,000,000
SCOPIA PX LLC United States 805-9482322987 Hedge Fund 1,472,545,455 1,000,000
SCOPIA PARTNERS LLC United States 805-1370239638 Hedge Fund 63,350,365 1,000,000
SCOPIA LONG LLC United States 805-2465847813 Hedge Fund 38,878,464 1,000,000
SCOPIA WINDMILL FUND LP United States 805-6816302237 Hedge Fund 1,771,706,097 200,000,000
SCOPIA INTERNATIONAL MASTER FUND LP Bermuda 805-9938052703 Hedge Fund 242,903,318 1,000,000 Master Fund
SCOPIA PX INTERNATIONAL MASTER FUND LP Bermuda 805-7292864919 Hedge Fund 2,341,910,079 1,000,000 Master Fund
SCOPIA LONG INTERNATIONAL MASTER FUND LP Bermuda 805-7069362307 Hedge Fund 24,109,206 1,000,000 Master Fund
SCOPIA HEALTH CARE LLC United States 805-9674047396 Hedge Fund 92,802,195 1,000,000
SCOPIA HEALTH CARE INTERNATIONAL MASTER FUND LP Bermuda 805-5973071945 Hedge Fund 442,703,928 1,000,000 Master Fund
SCOPIA HCM PARTNERS LLC United States 805-5878970880 Private Equity Fund 27,054,537 150,000 Master Fund
SCOPIA CO-INVESTMENT PARTNERS 2 LLC United States 805-2445461054 Private Equity Fund 43,868,945 100,000 Master Fund
SCOPIA LONG QP LLC United States 805-4866777159 Hedge Fund 461,808,276 1,000,000

SCOPIA CAPITAL MANAGEMENT LP

ownership team - last updated 2018-05-08
Name Title Start Date Direct/Indirect % Ownership
MINDICH, JEREMY, HENDRIK FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP 03/01/2001 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC MANAGING DIRECTOR indirect 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT direct 2001-03-01
SCOPIA CAPITAL MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT, DIRECTOR direct 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2001-03-01
SCOPIA CAPITAL MANAGEMENT LP FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2001-03-01
SCOPIA FUND MANAGEMENT, LLC PRESIDENT, DIRECTOR indirect 2001-03-01
SCOPIA FUND MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2001-03-01
SIROVICH, MATTHEW, IVAN FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP 04/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC MANAGING DIRECTOR indirect 2001-04-01
SCOPIA MANAGEMENT INC. SHAREHOLDER direct 2001-04-01
SCOPIA CAPITAL MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2001-04-01
SCOPIA MANAGEMENT INC. EXECUTIVE VICE PRESIDENT,TREASURER, SECRETARY, DIRECTOR direct 2001-04-01
SCOPIA CAPITAL MANAGEMENT LP FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2001-04-01
SCOPIA FUND MANAGEMENT, LLC EXECUTIVE VICE PRESIDENT, TREASURER, SECRETARY, DIRECTOR indirect 2001-04-01
SCOPIA FUND MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2001-04-01
SCOPIA MANAGEMENT INC. DIRECTOR direct 2001-04-01
NASELLO, SAMANTHA, WEISEN PARTNER, CHIEF COMPLIANCE OFFICER, FUND CFO 03/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LP PARTNER, CHIEF COMPLIANCE OFFICER, FUND CFO direct 2009-03-01
SCOPIA CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER, FUND CFO direct 2009-03-01
SCOPIA MANAGEMENT INC. CHIEF COMPLIANCE OFFICER, CONTROLLER direct 2009-03-01
SCOPIA FUND MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER, DIRECTOR OF FUND ACCOUNTING direct 2009-03-01
ARGAND CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER AND CONTROLLER direct 2005-02-01
ARGAND CAPITAL ADVISORS LLC CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER direct 2005-02-01
BRIGANTINE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER AND CONTROLLER direct 2005-02-01
BRIGANTINE CAPITAL PARTNERS, LLC CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER direct 2005-02-01
VARGHESE, TAJAR, SAMUEL PARTNER 01/01/2009 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCOPIA MANAGEMENT INC. PARTNER direct 2009-01-01
TYAGI, ASHUTOSH, (NMN) PARTNER 01/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SCOPIA MANAGEMENT INC. PARTNER direct 2012-01-01
MORSE, AARON, WILLIAM PARTNER, CHIEF OPERATING OFFICER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC PARTNER, CHIEF OPERATING OFFICER direct 2012-06-01
SCOPIA CAPITAL MANAGEMENT LLC CHIEF OPERATING OFFICER direct 2012-06-01
ADAR INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER direct 2004-05-01
ADAR INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2004-05-01
ADAR INVESTMENT MANAGEMENT LLC CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER/COMPLIANCE OFFICER direct 2004-05-01
SCOPIA MANAGEMENT, INC. GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP 03/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA FUND MANAGEMENT, LLC MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2012-03-01
SCOPIA CAPITAL MANAGEMENT LP GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2012-03-01
SCOPIA CAPITAL MANAGEMENT LLC MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2012-03-01
FIONDA, KENNETH, QUINN PARTNER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA FUND MANAGEMENT, LLC PARTNER direct 2013-01-01
DYAL CAPITAL PARTNERS (A), L.P. LIMITED PARTNER OF SCOPIA CAPITAL MANAGEMENT LP 01/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HALCYON ASSET MANAGEMENT LLC MEMBER direct 2012-12-01
MKP CAPITAL MANAGEMENT, L.L.C. MEMBER (MKP CAPITAL MANAGEMENT, L.L.C.) direct 2013-01-01
SCOPIA CAPITAL MANAGEMENT LLC MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2013-01-01
SCOPIA CAPITAL MANAGEMENT LP LIMITED PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2013-01-01
SCOPIA FUND MANAGEMENT, LLC MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2013-01-01
MAST CAPITAL MANAGEMENT, LLC MEMBER OF MAST CAPITAL MANAGEMENT, LLC direct 2012-06-01
PINNACLE ASSET MANAGEMENT, L.P. LIMITED PARTNER direct 2012-12-01
WATERFALL ASSET MANAGEMENT, LLC MEMBER direct 2013-08-01
HALCYON ASSET-BACKED ADVISORS L.P. LIMITED PARTNER indirect 2012-12-01
HALCYON ASSET-BACKED ADVISORS L.P. PARTNER indirect 2012-12-01
JANA PARTNERS LLC NON-MANAGING MEMBER OF JANA PARTNERS LLC direct 2015-03-01
JANA PARTNERS LLC DIRECT OWNER OF RELYING ADVISER direct 2015-03-01
BLUE HARBOUR GROUP, L.P. LIMITED PARTNER (OF BLUE HARBOUR GROUP, L.P.) direct 2014-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MEMBER direct 2013-05-01
HALCYON CAPITAL MANAGEMENT LP LIMITED PARTNER direct 2012-12-01
DYAL CAPITAL PARTNERS (B), L.P. MEMBER OF SCOPIA CAPITAL GP LLC 01/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LP MEMBER OF SCOPIA CAPITAL GP LLC direct 2013-01-01
MAST CAPITAL MANAGEMENT, LLC MEMBER OF MAST CAPITAL MANAGEMENT IA HOLDINGS, LLC direct 2012-08-01
CAPITAL FUND MANAGEMENT S.A. SHAREHOLDER direct 2011-12-01
PROVIDENCE EQUITY PARTNERS L.L.C. MEMBER indirect 2014-07-01
SCOPIA FUND MANAGEMENT LLC MEMBER OF SCOPIA CAPITAL LLC direct 2013-01-01
ALLAN, MARK, TRIGG PARTNER 01/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
CLOVIS CAPITAL MANAGEMENT, LP HEAD TRADER AND PRINCIPAL direct 2006-12-01
SCOPIA CAPITAL MANAGEMENT LP PARTNER direct 2016-01-01
LANDE, JEROME, JAY PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
COPPERSMITH CAPITAL MANAGEMENT, LLC MANAGING PARTNER direct 2012-04-01
JOHNSON, BRIAN, DONALD PARTNER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LP PARTNER direct 2018-01-01
MINDICH, JEREMY, HENDRIK MANAGING DIRECTOR SCOPIA MANAGEMENT, INC. 03/01/2001 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC MANAGING DIRECTOR indirect 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT direct 2001-03-01
SCOPIA CAPITAL MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT, DIRECTOR direct 2001-03-01
SCOPIA MANAGEMENT INC. PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2001-03-01
SCOPIA CAPITAL MANAGEMENT LP FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2001-03-01
SCOPIA FUND MANAGEMENT, LLC PRESIDENT, DIRECTOR indirect 2001-03-01
SCOPIA FUND MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2001-03-01
SIROVICH, MATTHEW, IVAN MANAGING DIRECTOR SCOPIA MANAGEMENT, INC. 04/01/2001 Indirect 50 - 75%
Fund Name Position direct/indirect start date end date
SCOPIA CAPITAL MANAGEMENT LLC MANAGING DIRECTOR indirect 2001-04-01
SCOPIA MANAGEMENT INC. SHAREHOLDER direct 2001-04-01
SCOPIA CAPITAL MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA CAPITAL MANAGEMENT LLC direct 2001-04-01
SCOPIA MANAGEMENT INC. EXECUTIVE VICE PRESIDENT,TREASURER, SECRETARY, DIRECTOR direct 2001-04-01
SCOPIA CAPITAL MANAGEMENT LP FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP direct 2001-04-01
SCOPIA FUND MANAGEMENT, LLC EXECUTIVE VICE PRESIDENT, TREASURER, SECRETARY, DIRECTOR indirect 2001-04-01
SCOPIA FUND MANAGEMENT LLC FOUNDING PARTNER, MANAGING DIRECTOR OF MANAGING MEMBER OF SCOPIA FUND MANAGEMENT LLC direct 2001-04-01
SCOPIA MANAGEMENT INC. DIRECTOR direct 2001-04-01
NB DYAL ASSOCIATES LP GENERAL PARTNER DYAL CAPITAL PARTNERS (A) LP AND DYAL CAPITAL PARTNERS (B) LP 02/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. GENERAL PARTNER indirect 2010-04-01
MKP CAPITAL MANAGEMENT, L.L.C. GENERAL PARTNER indirect 2010-08-01
SCOPIA CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC GENERAL PARTNER indirect 2010-02-01
BLUE HARBOUR GROUP, L.P. GENERAL PARTNER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC GENERAL PARTNER indirect 2010-04-01
HALCYON CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
NB DYAL GP HOLDINGS LLC GENERAL PARTNER NB DYAL ASSOCIATES LP 02/01/2010 Indirect Other
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2010-02-01
SCOPIA CAPITAL MANAGEMENT LLC GENERAL PARTNER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. GENERAL PARTNER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC GENERAL PARTNER indirect 2010-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2015-04-01
BLUE HARBOUR GROUP, L.P. GENERAL PARTNER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2010-02-01
ATALAYA CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2013-08-01
SOUND POINT CAPITAL MANAGEMENT, LP GENERAL PARTNER indirect 2013-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
H.I.G. CAPITAL, LLC GENERAL PARTNER indirect 2016-08-01
HALCYON CAPITAL MANAGEMENT LP GENERAL PARTNER indirect 2010-02-01
NB ALTERNATIVES GP HOLDINGS LLC MANAGING MEMBER NB DYAL GP HOLDINGS LLC 02/01/2010 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2010-02-01
SCOPIA CAPITAL MANAGEMENT LLC MANAGING MEMBER indirect 2010-02-01
MAST CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 2010-02-01
WATERFALL ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2010-02-01
BLUE HARBOUR GROUP, L.P. MANAGING MEMBER indirect 2010-02-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2010-02-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2010-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2010-02-01
HALCYON CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2010-02-01
NEUBERGER BERMAN GROUP LLC MANAGING MEMBER NB ALTERNATIVES HOLDINGS LLC 05/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
NEUBERGER BERMAN LLC HOLDING COMPANY indirect 2009-02-01
NEUBERGER BERMAN LLC HOLDING COMPANY indirect 2009-05-01
NEUBERGER BERMAN MANAGEMENT LLC HOLDING COMPANY indirect 2009-02-01
NEUBERGER BERMAN MANAGEMENT LLC HOLDING COMPANY indirect 2009-05-01
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2009-05-01
NB ALTERNATIVE INVESTMENT MANAGEMENT LLC HOLDING COMPANY indirect 2009-02-01
SCOPIA CAPITAL MANAGEMENT LLC MANAGING MEMBER indirect 2009-05-01
NEUBERGER BERMAN FIXED INCOME LLC MEMBER indirect 2009-02-01
NEUBERGER BERMAN INVESTMENT ADVISERS LLC MEMBER indirect 2009-02-01
MAST CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 2009-05-01
WATERFALL ASSET MANAGEMENT, LLC MANAGING MEMBER indirect 2009-05-01
NB ALTERNATIVES ADVISERS LLC HOLDING COMPANY indirect 2009-02-01
NB ALTERNATIVES ADVISERS LLC SOLE MEMBER indirect 2009-02-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-02-01
NB ALTERNATIVE FUND MANAGEMENT LLC SOLE MEMBER indirect 2009-02-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-05-01
NB ALTERNATIVE FUND MANAGEMENT LLC MEMBER indirect 2009-05-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2010-02-01
NEUBERGER BERMAN ASIA LIMITED MEMBER indirect 2009-05-01
NEUBERGER BERMAN ASIA LIMITED HOLDING COMPANY indirect 2009-05-01
BLUE HARBOUR GROUP, L.P. MANAGING MEMBER indirect 2009-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2009-05-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2009-02-01
NEUBERGER BERMAN EUROPE LIMITED MEMBER indirect 2009-02-01
NEUBERGER BERMAN SINGAPORE PTE. LIMITED MEMBER indirect 2009-05-01
HALCYON CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-05-01
NEUBERGER BERMAN LOAN ADVISERS LLC MEMBER indirect 2009-02-01
NEUBERGER BERMAN LOAN ADVISERS LLC MEMBER indirect 2009-02-01
GREEN COURT CAPITAL MANAGEMENT LIMITED MEMBER indirect 2017-04-01
NB ALTERNATIVES HOLDINGS LLC MANAGING MEMBER NB ALTERNATIVES GP HOLDINGS LLC 05/01/2009 Indirect 75% or more
Fund Name Position direct/indirect start date end date
MKP CAPITAL MANAGEMENT, L.L.C. MANAGING MEMBER indirect 2009-05-01
NB ALTERNATIVE INVESTMENT MANAGEMENT LLC MEMBER direct 2009-05-01
SCOPIA FUND MANAGEMENT LLC MANAGING MEMBER indirect 2009-05-01
MAST CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2010-02-01
PINNACLE ASSET MANAGEMENT, L.P. MANAGING MEMBER indirect 2010-02-01
NB ALTERNATIVES ADVISERS LLC HOLDING COMPANY direct 2009-02-01
NB ALTERNATIVES ADVISERS LLC SOLE MEMBER direct 2009-02-01
JANA PARTNERS LLC MANAGING MEMBER indirect 2010-02-01
BLUE HARBOUR GROUP, L.P. MANAGING MEMBER indirect 2009-05-01
CAPSTONE INVESTMENT ADVISORS, LLC MANAGING MEMBER indirect 2009-05-01
ATALAYA CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-02-01
SOUND POINT CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2009-02-01
HALCYON CAPITAL MANAGEMENT LP MANAGING MEMBER indirect 2009-05-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SCOPIA LB INTERNATIONAL MASTER FUND LP Bermuda 805-5683205992 Hedge Fund 174,276,511 1,000,000 Master Fund
SCOPIA LB LLC United States 805-5915571542 Hedge Fund 177,715,842 1,000,000
SCOPIA PX LLC United States 805-9482322987 Hedge Fund 2,364,990,310 1,000,000
SCOPIA PARTNERS LLC United States 805-1370239638 Hedge Fund 84,944,406 1,000,000
SCOPIA LONG LLC United States 805-2465847813 Hedge Fund 58,280,618 1,000,000
SCOPIA WINDMILL FUND LP United States 805-6816302237 Hedge Fund 2,366,938,353 200,000,000
SCOPIA INTERNATIONAL MASTER FUND LP Bermuda 805-9938052703 Hedge Fund 467,467,977 1,000,000 Master Fund
SCOPIA PX INTERNATIONAL MASTER FUND LP Bermuda 805-7292864919 Hedge Fund 3,718,642,617 1,000,000 Master Fund
SCOPIA LONG INTERNATIONAL MASTER FUND LP Bermuda 805-7069362307 Hedge Fund 253,334,486 1,000,000 Master Fund
SCOPIA HEALTH CARE LLC United States 805-9674047396 Hedge Fund 127,869,269 1,000,000
SCOPIA HEALTH CARE INTERNATIONAL MASTER FUND LP Bermuda 805-5973071945 Hedge Fund 683,466,878 1,000,000 Master Fund
SCOPIA HCM PARTNERS LLC United States 805-5878970880 Private Equity Fund 23,215,925 150,000 Master Fund
SCOPIA CO-INVESTMENT PARTNERS 2 LLC United States 805-2445461054 Private Equity Fund 18,740,670 100,000 Master Fund
SCOPIA LONG QP LLC United States 805-4866777159 Hedge Fund 540,004,943 1,000,000

WhaleScore history for SCOPIA CAPITAL MANAGEMENT LP

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**EXPERIMENTAL** Current International Short Positions

Get more info on our International short position coverage here

Holder Issuer Net Short Position Position Date Origin
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.37% 2019-05-13 FRANCE
SCOPIA CAPITAL MANAGEMENT LP RALLYE 1.01% 2019-03-21 FRANCE

Short Position History (last 100)

Holder Net Short Position Position Date Origin
Scopia Capital Management LLC BTG plc 0.58% 2017-03-16 UK
Scopia Capital Management LLC BTG plc 0.66% 2017-03-10 UK
Scopia Capital Management LLC BTG plc 0.78% 2017-02-23 UK
Scopia Capital Management LLC BTG plc 0.89% 2017-02-15 UK
Scopia Capital Management LLC BTG plc 0.98% 2017-02-07 UK
Scopia Capital Management LLC BTG plc 1.09% 2017-01-30 UK
Scopia Capital Management LLC BTG plc 1.14% 2017-01-26 UK
Scopia Capital Management LLC BTG plc 1.26% 2017-01-25 UK
Scopia Capital Management LLC BTG plc 1.38% 2016-12-21 UK
Scopia Capital Management LLC BTG plc 1.45% 2016-12-15 UK
Scopia Capital Management LLC BTG plc 1.58% 2016-12-02 UK
Scopia Capital Management LLC BTG plc 1.64% 2016-11-21 UK
Scopia Capital Management LLC BTG plc 1.75% 2016-11-18 UK
Scopia Capital Management LLC BTG plc 1.85% 2016-11-16 UK
Scopia Capital Management LLC BTG plc 1.92% 2016-11-15 UK
Scopia Capital Management LLC BTG plc 2.0% 2016-11-01 UK
Scopia Capital Management LLC BTG plc 1.93% 2016-10-04 UK
Scopia Capital Management LLC BTG plc 1.89% 2016-08-31 UK
Scopia Capital Management LLC BTG plc 1.91% 2016-07-01 UK
Scopia Capital Management LLC BTG plc 1.82% 2016-02-05 UK
Scopia Capital Management LLC BTG plc 1.72% 2016-02-03 UK
Scopia Capital Management LLC BTG plc 1.6% 2016-01-13 UK
Scopia Capital Management LLC BTG plc 1.51% 2016-01-06 UK
Scopia Capital Management LLC BTG plc 1.4% 2015-12-22 UK
Scopia Capital Management LLC BTG plc 1.31% 2015-12-03 UK
Scopia Capital Management LLC BTG plc 1.2% 2015-11-25 UK
Scopia Capital Management LLC BTG plc 1.12% 2015-11-18 UK
Scopia Capital Management LLC BTG plc 1.02% 2015-11-05 UK
Scopia Capital Management LLC BTG plc 0.91% 2015-10-28 UK
Scopia Capital Management LLC BTG plc 0.81% 2015-10-15 UK
Scopia Capital Management LLC BTG plc 0.71% 2015-10-06 UK
Scopia Capital Management LLC BTG plc 0.62% 2015-10-05 UK
Scopia Capital Management LLC BTG plc 0.55% 2015-09-30 UK
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.48% 2019-05-10 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.6% 2019-03-08 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.53% 2019-03-05 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.47% 2018-12-28 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.51% 2018-12-04 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.42% 2018-11-20 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.31% 2018-11-19 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.22% 2018-11-16 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.12% 2018-11-15 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.08% 2018-10-03 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.18% 2018-08-14 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 1.06% 2018-08-13 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 0.99% 2018-08-10 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 0.88% 2018-08-08 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 0.73% 2018-08-06 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 0.65% 2018-08-03 FRANCE
SCOPIA CAPITAL MANAGEMENT LP CASINO GUICHARD-PERRACHON 0.5% 2018-08-02 FRANCE
SCOPIA CAPITAL MANAGEMENT LP RALLYE 0.91% 2019-03-14 FRANCE
SCOPIA CAPITAL MANAGEMENT LP RALLYE 0.72% 2019-03-08 FRANCE
SCOPIA CAPITAL MANAGEMENT LP RALLYE 0.6% 2018-10-30 FRANCE
SCOPIA CAPITAL MANAGEMENT LP RALLYE 0.52% 2018-10-22 FRANCE
Scopia Capital Management LLC SAGE GROUP PLC 0.46% 2016-04-05 UK
Scopia Capital Management LLC SAGE GROUP PLC 0.58% 2016-02-11 UK
Scopia Capital Management LLC SAGE GROUP PLC 0.69% 2016-02-09 UK
Scopia Capital Management LLC SAGE GROUP PLC 0.77% 2016-02-08 UK
Scopia Capital Management LLC SAGE GROUP PLC 0.85% 2016-02-05 UK
Scopia Capital Management LLC SAGE GROUP PLC 0.95% 2016-02-03 UK
Scopia Capital Management LLC SAGE GROUP PLC 1.08% 2015-12-07 UK
Scopia Capital Management LLC SAGE GROUP PLC 1.1% 2015-09-01 UK
Scopia Capital Management LLC SAGE GROUP PLC 1.07% 2015-05-13 UK
Scopia Capital Management LLC SAGE GROUP PLC 1.12% 2015-05-12 UK
Scopia Capital Management LLC SAGE GROUP PLC 1.26% 2015-05-07 UK
Scopia Capital Management LLC SAGE GROUP PLC 1.3% 2015-01-27 UK
Scopia Capital Management LLC SAGE GROUP PLC 1.13% 2014-12-02 UK
Scopia Capital Management LLC SAGE GROUP PLC 1.02% 2014-11-27 UK
Scopia Capital Management LLC SAGE GROUP PLC 0.9% 2014-11-03 UK
Scopia Capital Management LLC SAGE GROUP PLC 0.84% 2014-10-08 UK
Scopia Capital Management LLC SAGE GROUP PLC 0.63% 2014-10-03 UK
Scopia Capital Management LLC SAGE GROUP PLC 0.5% 2014-09-29 UK
Scopia PX International Master Fund LP Sosei Group Corporation 0.45999999999999996% 2016-04-04 Japan
Scopia PX International Master Fund LP Sosei Group Corporation 0.51% 2016-04-01 Japan
Scopia PX International Master Fund LP Sosei Group Corporation 0.45999999999999996% 2016-03-14 Japan
Scopia PX International Master Fund LP Sosei Group Corporation 0.5% 2016-03-11 Japan
Scopia Capital Management LP Wacker Chemie AG 0.57% 2018-11-05 GERMANY
Scopia Capital Management LP Wacker Chemie AG 0.69% 2018-11-01 GERMANY
Scopia Capital Management LP Wacker Chemie AG 0.77% 2018-10-31 GERMANY
Scopia Capital Management LP Wacker Chemie AG 0.86% 2018-10-29 GERMANY
Scopia Capital Management LP Wacker Chemie AG 0.98% 2018-10-26 GERMANY
Scopia Capital Management LP Wacker Chemie AG 1.28% 2018-10-02 GERMANY
Scopia Capital Management LP Wacker Chemie AG 1.33% 2018-07-27 GERMANY
Scopia Capital Management LP Wacker Chemie AG 1.2% 2018-07-19 GERMANY
Scopia Capital Management LP Wacker Chemie AG 1.16% 2018-07-18 GERMANY
Scopia Capital Management LP Wacker Chemie AG 0.94% 2018-06-05 GERMANY
Scopia Capital Management LP Wacker Chemie AG 0.89% 2018-04-30 GERMANY

**EXPERIMENTAL** Current Hong Kong Exchange Long Positions

Updated daily

Holder Issuer Transaction Date Transaction Type Avg PPS Shares Involved Shares Owned % Capital Origin
PX Capital Partners L.P. G-Resources Group Ltd. 2018-08-10 Long 0.088 99,999,000 6,264,163,000 23.16% Hong Kong

Position History

Holder Issuer Transaction Date Transaction Type Avg PPS Shares Involved Shares Owned % Capital Origin
PX Capital Partners L.P. G-Resources Group Ltd. 2018-08-07 Long 0.09 99,999,000 5,964,166,000 22.05% Hong Kong
PX Capital Partners L.P. G-Resources Group Ltd. 2018-08-06 Long 0.088 99,999,000 5,864,167,000 21.68% Hong Kong
PX Capital Partners L.P. G-Resources Group Ltd. 2018-08-03 Long 0.085 99,999,000 5,764,168,000 21.31% Hong Kong

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
SCOPIA CAPITAL MANAGEMENT LP INDIVIOR PLC ORD HS S(GBR) 2017-04-05 99,860,918 13.85%
SCOPIA CAPITAL MANAGEMENT LP GW Pharmaceuticals PLC 2016-06-20 13,802,724 5.25%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
SCOPIA CAPITAL MANAGEMENT LP INDIVIOR PLC ORD HS S(GBR) 2017-02-06 101,168,798 14.04%
SCOPIA CAPITAL MANAGEMENT LP INDIVIOR PLC ORD HS S(GBR) 2016-09-29 93,752,966 13.01%
SCOPIA CAPITAL MANAGEMENT LP INDIVIOR PLC ORD HS S(GBR) 2016-06-14 87,863,509 12.19%
SCOPIA CAPITAL MANAGEMENT LP INDIVIOR PLC ORD HS S(GBR) 2016-06-06 79,937,853 11.09%
SCOPIA CAPITAL MANAGEMENT LP INDIVIOR PLC ORD HS S(GBR) 2016-02-11 0 0%
SCOPIA CAPITAL MANAGEMENT LP INDIVIOR PLC ORD HS S(GBR) 2015-03-27 40,566,933 5.65%

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