SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ESI | 3.32M | $82.97M |
 | CELH | 1.22M | $55.99M |
 | RKT | 1.17M | $22.70M |
 | SHOO | 1.15M | $48.00M |
 | GTES | 1.05M | $22.63M |
 | PFGC | 979K | $87.99M |
 | USFD | 930K | $70.05M |
 | CHWY | 909K | $30.04M |
 | CRH | 803K | $100.16M |
 | HAYW | 767K | $11.85M |
 | RBLX | 750K | $60.77M |
 | CSX | 660K | $23.93M |
 | KDP | 650K | $18.21M |
 | ULS | 499K | $39.36M |
 | ORLY | 492K | $44.88M |
 | W | 490K | $49.15M |
 | AMZN | 451K | $104.12M |
 | MMM | 451K | $72.15M |
 | HOOD | 435K | $49.14M |
 | EL | 421K | $44.11M |
Element Solutions Inc
ESI
Shares Held
3.32M
Value
$82.97M
Celsius Holdings, Inc.
CELH
Shares Held
1.22M
Value
$55.99M
Rocket Companies, Inc.
RKT
Shares Held
1.17M
Value
$22.70M
Steven Madden, Ltd.
SHOO
Shares Held
1.15M
Value
$48.00M
Gates Industrial Corporation plc
GTES
Shares Held
1.05M
Value
$22.63M
Performance Food Group Company
PFGC
Shares Held
979K
Value
$87.99M
US Foods Holding Corp.
USFD
Shares Held
930K
Value
$70.05M
Chewy, Inc.
CHWY
Shares Held
909K
Value
$30.04M
CRH plc
CRH
Shares Held
803K
Value
$100.16M
Hayward Holdings, Inc.
HAYW
Shares Held
767K
Value
$11.85M
Roblox Corporation
RBLX
Shares Held
750K
Value
$60.77M
CSX Corporation
CSX
Shares Held
660K
Value
$23.93M
Keurig Dr Pepper Inc.
KDP
Shares Held
650K
Value
$18.21M
UL Solutions Inc.
ULS
Shares Held
499K
Value
$39.36M
O'Reilly Automotive, Inc.
ORLY
Shares Held
492K
Value
$44.88M
Wayfair Inc.
W
Shares Held
490K
Value
$49.15M
Amazon.com, Inc.
AMZN
Shares Held
451K
Value
$104.12M
3M Company
MMM
Shares Held
451K
Value
$72.15M
Robinhood Markets, Inc.
HOOD
Shares Held
435K
Value
$49.14M
The Estée Lauder Companies Inc.
EL
Shares Held
421K
Value
$44.11M