StockDriftsStockDriftsTop 21 Scopia Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CTVA | CORTEVA INC | 8.64% | 148.4K | $12.4M | -75.25%(-451.15K) | $56.25(+46.15%) | 2026-03-31 | |
| CC | CHEMOURS CO | 8.62% | 562.3K | $12.4M | -69.97%(-1.31M) | $16.10(+43.68%) | 2026-03-31 | |
| VISN | VISTANCE NETWORKS INC | 8.4% | 663.5K | $12.1M | new | $18.16(-37.41%) | 2026-03-31 | |
| LIVN | LIVANOVA PLC | 8.24% | 186.5K | $11.9M | -65.36%(-351.92K) | $42.08(+66.37%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.27% | 43.3K | $9.0M | -70.35%(-102.68K) | $204.01(+29.47%) | 2026-03-31 | |
| PRMB | PRIMO BRANDS CORPORATION | 6.1% | 466.1K | $8.8M | -40.22%(-313.58K) | $33.01(-29.79%) | 2026-03-31 | |
| KKR | KKR & CO INC | 5.8% | 90.2K | $8.3M | -67.42%(-186.62K) | $131.06(-26.01%) | 2026-03-31 | |
| RRX | REGAL REXNORD CORPORATION | 5.64% | 43.3K | $8.1M | -80.05%(-173.78K) | $151.01(+30.56%) | 2026-03-31 | |
| JBHT | HUNT J B TRANS SVCS INC | 5.58% | 37.8K | $8.0M | -67.01%(-76.84K) | $175.58(+49.34%) | 2026-03-31 | |
| PTON | PELOTON INTERACTIVE INC | 5.37% | 1.80M | $7.7M | -22.52%(-522.92K) | $10.30(-48.64%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.59% | +24.56% |
| Top 20 Holdings Unweighted | +10.04% | +33.26% |
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