SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ESI | 3.10M | $105.91M |
 | SHOO | 1.10M | $37.21M |
 | MDLZ | 1.05M | $60.49M |
 | CRH | 1.00M | $105.39M |
 | CSX | 785K | $32.22M |
 | PFGC | 693K | $59.32M |
 | ULS | 658K | $56.43M |
 | HAYW | 613K | $8.20M |
 | UBER | 578K | $41.59M |
 | SGI | 536K | $39.58M |
 | AMZN | 459K | $95.54M |
 | PEP | 457K | $70.95M |
 | PG | 434K | $62.65M |
 | NVDA | 433K | $75.43M |
 | CE | 400K | $26.31M |
 | KO | 396K | $30.13M |
 | W | 392K | $29.48M |
 | EL | 392K | $28.13M |
 | CNR | 364K | $38.12M |
 | NFLX | 364K | $34.97M |
Element Solutions Inc
ESI
Shares Held
3.10M
Value
$105.91M
Steven Madden, Ltd.
SHOO
Shares Held
1.10M
Value
$37.21M
Mondelez International, Inc.
MDLZ
Shares Held
1.05M
Value
$60.49M
CRH plc
CRH
Shares Held
1.00M
Value
$105.39M
CSX Corporation
CSX
Shares Held
785K
Value
$32.22M
Performance Food Group Co
PFGC
Shares Held
693K
Value
$59.32M
UL Solutions Inc.
ULS
Shares Held
658K
Value
$56.43M
Hayward Holdings, Inc.
HAYW
Shares Held
613K
Value
$8.20M
Uber Technologies, Inc.
UBER
Shares Held
578K
Value
$41.59M
Somnigroup International Inc
SGI
Shares Held
536K
Value
$39.58M
Amazon.com, Inc.
AMZN
Shares Held
459K
Value
$95.54M
PepsiCo, Inc.
PEP
Shares Held
457K
Value
$70.95M
The Procter & Gamble Company
PG
Shares Held
434K
Value
$62.65M
NVIDIA Corporation
NVDA
Shares Held
433K
Value
$75.43M
Celanese Corporation
CE
Shares Held
400K
Value
$26.31M
The Coca-Cola Company
KO
Shares Held
396K
Value
$30.13M
Wayfair Inc.
W
Shares Held
392K
Value
$29.48M
The Estée Lauder Companies Inc.
EL
Shares Held
392K
Value
$28.13M
Core Natural Resources, Inc.
CNR
Shares Held
364K
Value
$38.12M
Netflix, Inc.
NFLX
Shares Held
364K
Value
$34.97M