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SCOPIA MANAGEMENT INC |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MQ |
Marqeta, Inc. |
5 |
- |
$5.09 |
$38,252,000 |
6,418,153 |
4.9% |
5,035,000 |
1,659,263 |
1.44 |
N/A |
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ARMK |
Aramark Holdings Corp |
7 |
- |
$33.80 |
$33,835,000 |
1,040,452 |
4.33% |
9,398,000 |
170,803 |
0.337 |
Food Wholesale |
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JBHT |
JB Hunt Transport Services Inc |
15 |
- |
$155.60 |
$23,273,000 |
116,805 |
2.98% |
3,114,000 |
15,881 |
0.111 |
Trucking |
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AXTA |
Axalta Coating Systems Ltd. |
18 |
- |
$34.60 |
$17,917,000 |
520,993 |
2.29% |
575,000 |
10,473 |
0.221 |
N/A |
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GMS |
GMS Inc |
19 |
- |
$89.89 |
$17,487,000 |
179,646 |
2.24% |
2,984,000 |
3,707 |
0.42 |
N/A |
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PTON |
Peloton Interactive, Inc. |
24 |
- |
$0.00 |
$14,249,000 |
3,325,228 |
1.82% |
1,798,000 |
1,280,739 |
1.097 |
N/A |
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ESTC |
Elastic N.v. |
27 |
- |
$0.00 |
$10,061,000 |
100,366 |
1.29% |
2,381,000 |
32,223 |
0.116 |
N/A |
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