Scopia Capital Management LP - Q42025 Holdings

Scopia Capital Management LP holds 27 stocks with a total portfolio value of $ 484.09M as of Q42025. In Q42025, Scopia Capital Management LP added 5 new positions, increased stakes in 4 stocks, reduced 15 holdings, and fully exited 10 positions. The largest holding is Corteva Inc (CTVA), representing 8.30% of the total portfolio.