SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ESI | 2.98M | $74.89M |
 | RKT | 1.25M | $24.31M |
 | KO | 1.15M | $76.43M |
 | SHOO | 1.09M | $36.45M |
 | FND | 1.09M | $80.23M |
 | SYY | 1.06M | $87.07M |
 | CHWY | 1.03M | $41.49M |
 | CELH | 987K | $56.74M |
 | PFGC | 939K | $97.64M |
 | MKC | 885K | $59.23M |
 | CRH | 785K | $94.16M |
 | GTES | 683K | $16.95M |
 | ULS | 635K | $45.00M |
 | HAYW | 631K | $9.53M |
 | BBY | 602K | $45.52M |
 | CVLG | 567K | $12.27M |
 | Z | 547K | $42.14M |
 | PG | 525K | $80.67M |
 | RBLX | 499K | $69.18M |
 | HOOD | 494K | $70.66M |
Element Solutions Inc
ESI
Shares Held
2.98M
Value
$74.89M
Rocket Companies, Inc.
RKT
Shares Held
1.25M
Value
$24.31M
The Coca-Cola Company
KO
Shares Held
1.15M
Value
$76.43M
Steven Madden, Ltd.
SHOO
Shares Held
1.09M
Value
$36.45M
Floor & Decor Holdings, Inc.
FND
Shares Held
1.09M
Value
$80.23M
Sysco Corporation
SYY
Shares Held
1.06M
Value
$87.07M
Chewy, Inc.
CHWY
Shares Held
1.03M
Value
$41.49M
Celsius Holdings, Inc.
CELH
Shares Held
987K
Value
$56.74M
Performance Food Group Company
PFGC
Shares Held
939K
Value
$97.64M
McCormick & Company, Incorporated
MKC
Shares Held
885K
Value
$59.23M
CRH plc
CRH
Shares Held
785K
Value
$94.16M
Gates Industrial Corporation plc
GTES
Shares Held
683K
Value
$16.95M
UL Solutions Inc.
ULS
Shares Held
635K
Value
$45.00M
Hayward Holdings, Inc.
HAYW
Shares Held
631K
Value
$9.53M
Best Buy Co., Inc.
BBY
Shares Held
602K
Value
$45.52M
Covenant Logistics Group, Inc.
CVLG
Shares Held
567K
Value
$12.27M
Zillow Group, Inc. Class C
Z
Shares Held
547K
Value
$42.14M
The Procter & Gamble Company
PG
Shares Held
525K
Value
$80.67M
Roblox Corporation
RBLX
Shares Held
499K
Value
$69.18M
Robinhood Markets, Inc.
HOOD
Shares Held
494K
Value
$70.66M