Stock Taper 
SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Element Solutions Inc | ESI | 3.01M | $143.6M |
 Fervo Energy Company | FRVO | 1.83M | $53.6M |
 National Vision Holdings, Inc. | EYE | 1.11M | $21.1M |
 Sysco Corporation | SYY | 1.06M | $89.01M |
 Carvana Co. | CVNA | 1.02M | $66.92M |
 CRH plc | CRH | 917.6K | $98.18M |
 Somnigroup International Inc | SGI | 885K | $69.38M |
 Colgate-Palmolive Company | CL | 866.5K | $79.44M |
 Mondelez International, Inc. | MDLZ | 835K | $48.3M |
 CSX Corporation | CSX | 785K | $37.31M |
 UL Solutions Inc. | ULS | 768.38K | $78.27M |
 Steven Madden, Ltd. | SHOO | 595.47K | $25.07M |
 The Procter & Gamble Company | PG | 563K | $82.56M |
 The Estée Lauder Companies Inc. | EL | 542.1K | $42.8M |
 ArcelorMittal S.A. | MT | 500K | $30.11M |
 ITT Inc. | ITT | 462.75K | $91.51M |
 Hayward Holdings, Inc. | HAYW | 438.99K | $7.6M |
 Performance Food Group Co | PFGC | 435K | $48.63M |
 Keurig Dr Pepper Inc. | KDP | 400K | $13.09M |
 Amazon.com, Inc. | AMZN | 391K | $93.19M |