Scopia Capital Management LP reported 19 holdings worth US$112M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Scopia Capital Management LP reported 19 holdings worth US$112M as of Jun 30, 2026. Largest: Valvoline Inc., Peloton Interactive, Inc. and Corteva, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$112M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Valvoline Inc. | 282K | US$11.2M | 10.0% |
| Peloton Interactive, Inc. | 1.53M | US$9.05M | 8.1% |
| Corteva, Inc. | 105K | US$8.86M | 7.9% |
| Primo Brands Corporation | 333K | US$8.14M | 7.3% |
| Harmonic Inc. | 490K | US$8M | 7.2% |
| Regal Rexnord Corporation | 33,531 | US$7.99M | 7.1% |
| Chemours Company (the) | 373K | US$7.66M | 6.9% |
| Enersys | 28,993 | US$6.78M | 6.1% |
| Doordash, Inc. | 33,261 | US$6.14M | 5.5% |
| Kkr & Co. Inc. | 64,585 | US$5.93M | 5.3% |
| Amazon.com, Inc. | 24,249 | US$5.78M | 5.2% |
| Atlanta Braves Holdings, Inc. - Series A | 67,995 | US$3.53M | 3.2% |
| Vestis Corporation | 231K | US$3.36M | 3.0% |
| Mannkind Corporation | 695K | US$2.96M | 2.6% |
| J.b. Hunt Transport Services, Inc. | 8,125 | US$2.35M | 2.1% |
| Mobileye Global Inc. | 79,899 | US$773K | 0.69% |
| Sigma Lithium Corporation | 35,512 | US$449K | 0.40% |
| Azenta, Inc. | 0 | US$0 | 0.00% |
| Canada Goose Holdings, Inc. | 0 | US$0 | 0.00% |
| Vistance Networks, Inc. | 0 | US$0 | 0.00% |