SCOPIA CAPITAL MANAGEMENT LP

Institution
10% Owner
SCOPIA CAPITAL MANAGEMENT LP
$916,465,000.00
%
COMPANY
SHARES
NET TOTAL
14.37%
VERRA MOBILITY CORP
8,382,312
$131,686,000.00
9.49%
KBR INC
1,797,773
$86,994,000.00
9.31%
HARMONIC INC
9,844,567
$85,352,000.00
8.77%
ENERSYS
1,363,147
$80,371,000.00
7.43%
ARAMARK
2,222,201
$68,066,000.00
7.42%
REGAL REXNORD CORPORATION
598,969
$67,995,000.00
6.87%
SPIRIT AEROSYSTEMS HLDGS INC
2,149,994
$62,995,000.00
5.95%
SONOS INC
3,023,209
$54,539,000.00
5.56%
MOHAWK INDS INC
410,451
$50,933,000.00
5.35%
AXALTA COATING SYS LTD
2,217,873
$49,037,000.00
4.81%
PELOTON INTERACTIVE INC
4,800,700
$44,070,000.00
4.12%
FISERV INC
424,738
$37,789,000.00
3.26%
SPDR S&P 500 ETF TR
79,200
$29,878,000.00
2.73%
GMS INC
561,335
$24,979,000.00
2.50%
PAYPAL HLDGS INC
327,522
$22,874,000.00
1.77%
ISHARES TR
96,000
$16,259,000.00
0.29%
MANNKIND CORP
694,961
$2,648,000.00