Investment adviser · CRD 124403

SCOPIA CAPITAL MANAGEMENT LP

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Apr 1, 2026

Regulatory AUM: $587M
Client accounts: 6
Employees: 20
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	6	$587,339,827	100.0%

Filing source

Form ADV 2090533 · Apr 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

17 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SCOPIA CO-INVESTMENT PARTNERS 2 LLCPrivate Equity Fund · Last reported Apr 1, 2026$136MGross asset value

Feeder funds

SCOPIA PE SPV PM LLC

Auditor KPMG NEW YORK, New York, United States

Custodian JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

KPMG
PCAOB 185

Fund details & source

Fund ID: 805-2445461054
Reported beneficial owners: 36
Minimum commitment: $100K

Form ADV 2090533 · Apr 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SCOPIA PX LLCHedge Fund · Last reported Mar 31, 2025$134MGross asset value

Form D fundraising filings

Scopia PX LLC

Fund administrator MORGAN STANLEY FUND SERVICES PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG NEW YORK, New York, United States

Custodian FIFTH THIRD BANK CINCINNATI, Ohio, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian MERRILL LYNCH FINANCIAL MARKETS, INC. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian STATE STREET CORPORATION BOSTON, Massachusetts, United States Related to adviser: No

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG
PCAOB 185

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY & CO. LLC
SEC 8-15869

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-9482322987
Reported beneficial owners: 69
Minimum commitment: $1M
Form D file number: 021-69040

Form ADV 1960011 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SCOPIA PX INTERNATIONAL MASTER FUND LPHedge Fund · Last reported Apr 1, 2026$116MGross asset value

Feeder funds

SCOPIA PX LLC
SCOPIA PX INTERNATIONAL LIMITED