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SCM

Scopia Capital Management Portfolio holdings

AUM $144M
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
+7.28%
1 Year Est. Return
+25.93%
3 Year Est. Return
+30.87%
5 Year Est. Return
+45.28%
10 Year Est. Return
+379.83%
AUM
$144M
AUM Growth
-$329M
Cap. Flow
-$350M
Cap. Flow %
-243.34%
Top 10 Hldgs %
68.66%
Holding
28
New
1
Increased
–
Reduced
18
Closed
7

Top Buys

1
VISN
Vistance Networks Inc
VISN
+$12.1M

Top Sells

1
CTVA icon
Corteva
CTVA
+$34M
2
RRX icon
Regal Rexnord
RRX
+$32.3M
3
VVV icon
Valvoline
VVV
+$29.6M
4
AER icon
AerCap
AER
+$24.5M
5
CC icon
Chemours
CC
+$22.8M

Sector Composition

1 Consumer Discretionary 23.26%
2 Industrials 19.94%
3 Materials 17.26%
4 Healthcare 12.9%
5 Technology 12.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TREX icon
26
Trex
TREX
$4.55B
– –
-208,976
Closed -$7.33M
TRU icon
27
TransUnion
TRU
$15B
– –
-236,284
Closed -$20.3M
SGI
28
Somnigroup International
SGI
$15.6B
– –
-107,304
Closed -$9.58M
1
2

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