Scopia Capital Management
Scopia Capital Management describes itself as an institutional alternative asset management firm founded in 2001. Its website identifies long-short equity and long-only equity strategies, with a fundamentals-based, value-driven approach.
What stands out about Scopia Capital Management
Scopia publicly identifies two equity strategies: a long-short strategy managed with the discipline of market neutrality and a long-only strategy. Its home page states $500 million of assets under management. The cited home page does not state a formal sector mandate, investment-size criteria, private-company acquisition program, or holding-period policy. The Form 13F does not disclose acquisition consideration, transaction financing, purchase rationale, or private-company ownership terms for the listed positions.[1][3]
What does Scopia Capital Management invest in?
Scopia Capital Management LP is an institutional alternative asset management firm based in New York City and founded in 2001 by Matt Sirovich and Jeremy Mindich. The firm’s official website states that it has been an SEC Registered Investment Adviser since 2003. Its SEC Form ADV identifies SCOPIA CAPITAL MANAGEMENT LP as the primary business name, with SEC file number 801-61668, CRD number 124403, and CIK number 1279150.[1][4]
Scopia publicly states that it manages two strategies: a long-short equity strategy managed with the discipline of market neutrality and a long-only equity strategy. The firm describes its investment approach as fundamentals-based and value-driven.[1]
Owners comparing capital alternatives can review Auxo’s capital advisory services, valuation services, and full-versus-partial sale framework.
What should a business owner evaluate before taking capital from Scopia Capital Management?
For an owner evaluating Scopia, the applicable strategy and security type should be confirmed, along with control rights, liquidity terms, investment horizon, and exit provisions. The cited home page does not state a private-company acquisition program or holding-period policy, and the Form 13F does not disclose transaction consideration or private-company ownership terms for the listed positions. Those points should be clarified directly before treating Scopia as a potential private-company acquisition counterparty.[1]
Would the proposed investment be made through the long-short market-neutral strategy, the long-only strategy, or another strategy
What security type, control rights, liquidity terms, investment horizon, and exit provisions would apply
What investment criteria does Scopia Capital Management publicly describe?
The Form 13F-HR for the quarter ended March 31, 2026 reports securities positions including Amazon, Chemours, Corteva, DoorDash, KKR, LivaNova, Peloton, Regal Rexnord, Valvoline, and Vistance Networks. These reported positions are a holdings snapshot and do not by themselves establish a formal sector mandate or a private-company acquisition program.[1][3]
Scopia’s home page does not state a formal sector mandate, geographic investment mandate, or minimum or maximum investment-size criterion.[1]
Scopia lists its office at 152 West 57th Street, 33rd Floor, New York, NY 10019. Scopia’s home page does not state a geographic investment mandate.[1][2]
The Form 13F-HR for the quarter ended March 31, 2026 reports positions in Amazon, Chemours, Corteva, DoorDash, KKR, LivaNova, Peloton, Regal Rexnord, Valvoline, and Vistance Networks. The filing reports 22 information-table entries with a total reported value of $145,801,256.[3]
The Form 13F-HR for the quarter ended March 31, 2026 provides a public snapshot of reported securities holdings. It does not disclose acquisition consideration, transaction financing, purchase rationale, or private-company ownership terms for the listed positions. Scopia’s official home page does not state a private-company acquisition program.[1][3]
What is not clear from Scopia Capital Management's public materials?
Scopia’s home page does not state a formal sector mandate, geographic investment mandate, minimum or maximum investment-size criterion, private-company acquisition program, investment holding-period policy, fee schedule, or transaction-consideration terms. The Form 13F-HR reports securities holdings but does not disclose acquisition consideration, transaction financing, purchase rationale, or private-company ownership terms for the listed positions.[1][3]
Questions to ask before taking capital from Scopia Capital Management
Would the proposed investment be made through the long-short market-neutral strategy, the long-only strategy, or another strategy?
What security type, control rights, liquidity terms, investment horizon, and exit provisions would apply?
Does Scopia invest directly in private companies, and if so, what ownership and governance structure would apply?
What sectors, geographies, market-cap or enterprise-value ranges, and revenue or profitability thresholds are currently targeted?
What fee, expense, carry, redemption, lock-up, and termination terms would apply?
Can Scopia provide current investment references relevant to the owner's sector and proposed security?
Sources & research notes
- Official website / firm overview
- Geography / market coverage
- SEC filing / regulatory record
- SEC filing / regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
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Broker-dealer and securities disclosure
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