Scopia Capital Management LP

Scopia Capital Management LP, also known as SCOPIA CAPITAL MANAGEMENT LP, is a DE Limited Partnership with 47 employees, 21 of whom serve in advisory roles. The number of clients served by the firm is unknown, but its SEC status is Approval, and it was registered on Jan 2, 2003, giving investors trust in its reliability.

• AARON WILLIAM MORSE

  PARTNER, CHIEF OPERATING OFFICER owns less than 5%

• BRIAN DONALD JOHNSON

  PARTNER owns less than 5%

• DYAL CAPITAL PARTNERS (A), L.P.

  LIMITED PARTNER OF SCOPIA CAPITAL MANAGEMENT LP owns more than 10% but less than 25%

• DYAL CAPITAL PARTNERS (B), L.P.

  MEMBER OF SCOPIA CAPITAL GP LLC owns more than 10% but less than 25%

• JEREMY HENDRIK MINDICH

  FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP owns more than 10% but less than 25%

• JEROME JAY LANDE

  PARTNER owns less than 5%

• KENNETH QUINN FIONDA

  PARTNER owns less than 5%

• MARK TRIGG ALLAN

  PARTNER owns less than 5%

• MATTHEW IVAN SIROVICH

  FOUNDING PARTNER, MANAGING DIRECTOR OF GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP owns more than 25% but less than 50%

• SAMANTHA WEISEN NASELLO

  PARTNER, CHIEF COMPLIANCE OFFICER, FUND CFO owns less than 5%

• SCOPIA MANAGEMENT, INC.

  GENERAL PARTNER OF SCOPIA CAPITAL MANAGEMENT LP owns less than 5%

• TAJAR SAMUEL VARGHESE

  PARTNER owns more than 10% but less than 25%

• JEREMY HENDRIK MINDICH

  MANAGING DIRECTOR owns more than 50% but less than 75%

• MATTHEW IVAN SIROVICH

  MANAGING DIRECTOR owns more than 50% but less than 75%

• NB ALTERNATIVES GP HOLDINGS LLC

  MANAGING MEMBER owns 75% or more

• NB ALTERNATIVES HOLDINGS LLC

  MANAGING MEMBER owns 75% or more

• NB DYAL ASSOCIATES LP

  GENERAL PARTNER

• NB DYAL GP HOLDINGS LLC

  GENERAL PARTNER

• NEUBERGER BERMAN GROUP LLC

  MANAGING MEMBER owns 75% or more

• BARCLAYS CAPITAL INC.
  United States
• FIDELITY BROKERAGE SERVICES LLC
  United States
• GOLDMAN SACHS & CO. LLC
  United States
• MORGAN STANLEY & CO. LLC
  United States

• WELD Capital Management LLC
• DME Advisors LP
• Jefferies Investment Advisers LLC
• Sciens Investment Management LLC
• Glenview Capital Management LLC
• Carlyle Global Credit Investment Management LLC
• Apexium Financial LP
• AB Private Credit Investors LLC
• Clearshares LLC
• Defiance ETFS LLC

• The Scopia Capital Management Q3 2022 vs. Q4 2022: A Look at Their 13F Holdings

• VISTRA ENERGY CORP $266,892k
• Spirit AeroSystems Holdings In $208,659k
• ITRON INC $203,992k
• SPDR S&P 500 ETF TR TR UNIT $177,148k
• JOHNSON CONTROLS INT $165,687k
• ISHARES TR RUSSELL 2000 ETF $145,035k
• EQUITRANS MIDSTREAM CORPORAT $133,705k
• SPIRIT REALTY CAPI $114,983k
• HORIZON THERAPEUTICS PLC $103,181k
• VONAGE HLDGS CORP $99,277k