SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDLZ | 475K | $29.67M |
 | NXT | 473K | $35.03M |
 | AMZN | 415K | $91.10M |
 | CSX | 400K | $14.20M |
 | FIVE | 389K | $60.22M |
 | DD | 386K | $30.05M |
 | PKG | 378K | $82.31M |
 | DECK | 365K | $37.00M |
 | JCI | 341K | $37.52M |
 | CCJ | 339K | $28.47M |
 | MMM | 326K | $50.58M |
 | EL | 318K | $27.98M |
 | GOOGL | 291K | $70.74M |
 | FCX | 285K | $11.20M |
 | CVNA | 282K | $106.34M |
 | BATRK | 240K | $9.97M |
 | GE | 234K | $70.51M |
 | DASH | 232K | $63.17M |
 | LNG | 228K | $53.57M |
 | RL | 222K | $69.45M |
Mondelez International, Inc.
MDLZ
Shares Held
475K
Value
$29.67M
Nextpower Inc.
NXT
Shares Held
473K
Value
$35.03M
Amazon.com, Inc.
AMZN
Shares Held
415K
Value
$91.10M
CSX Corporation
CSX
Shares Held
400K
Value
$14.20M
Five Below, Inc.
FIVE
Shares Held
389K
Value
$60.22M
DuPont de Nemours, Inc.
DD
Shares Held
386K
Value
$30.05M
Packaging Corporation of America
PKG
Shares Held
378K
Value
$82.31M
Deckers Outdoor Corporation
DECK
Shares Held
365K
Value
$37.00M
Johnson Controls International plc
JCI
Shares Held
341K
Value
$37.52M
Cameco Corporation
CCJ
Shares Held
339K
Value
$28.47M
3M Company
MMM
Shares Held
326K
Value
$50.58M
The Estée Lauder Companies Inc.
EL
Shares Held
318K
Value
$27.98M
Alphabet Inc.
GOOGL
Shares Held
291K
Value
$70.74M
Freeport-McMoRan Inc.
FCX
Shares Held
285K
Value
$11.20M
Carvana Co.
CVNA
Shares Held
282K
Value
$106.34M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
240K
Value
$9.97M
GE Aerospace
GE
Shares Held
234K
Value
$70.51M
DoorDash, Inc.
DASH
Shares Held
232K
Value
$63.17M
Cheniere Energy, Inc.
LNG
Shares Held
228K
Value
$53.57M
Ralph Lauren Corporation
RL
Shares Held
222K
Value
$69.45M