Boardroom Alpha
Activist profile

Scopia Capital Management

Campaigns
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Proxy fights
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Settlements
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Directors placed
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Style
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Scopia Capital Management LP ("Scopia") is an institutional alternative asset management firm based in New York City with $2 billion of assets under management. Founded in 2001 by Matt Sirovich and Jeremy Mindich, Scopia employs a fundamentals-based, value-driven investment approach across two strategies: a long-short equity strategy managed with the discipline of market neutrality and a long-only equity strategy.

Recent activity

Notable Campaigns

2022HLITHarmonic IncCooperation agreement
2021HLITHarmonic IncCooperation agreement
2018ACORQAcorda Therapeutics IncCooperation agreement
2017ITRIItron IncCooperation agreement
2015ITRIItron IncCooperation agreement

Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →

Current positions

Top Holdings

Q ending Mar 31, 2026
HLITHarmonic Inc
$6M
AZTAAzenta Inc
$5M
PTONPeloton Interactive Inc
$8M
GOOSCanada Goose Holdings Inc
$4M
CCChemours Co
$12M

Full portfolio, position changes by quarter, and overlap with Scopia’s likely next targets inside the platform →

Last 12 months

Recent SEC Filings

Portfolio (13F)
Voting (N-PX)

Full filings history with parsed positions, voting records, and dissident-proxy timelines inside the platform →

View all filings on SEC EDGAR ↗
Inside Boardroom Alpha

The full Scopia Capital Management profile

  • Daily-rescored target prediction from the activist's current 13F overlap
  • Full detail on every activist board nominee and the election or settlement result
  • Per-campaign effectiveness scoring across vote outcomes and concessions
  • Composite influence, vote-strength, and negotiating-leverage scoring
  • Preferred legal counsel, proxy solicitor, and IR/PR provider history