SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RPM | 210K | $24.75M |
 | CR | 186K | $34.23M |
 | RDDT | 185K | $42.57M |
 | CCK | 178K | $17.24M |
 | FAST | 175K | $8.58M |
 | SPOT | 167K | $116.72M |
 | APH | 167K | $20.60M |
 | PNR | 162K | $17.99M |
 | ITT | 159K | $28.35M |
 | BA | 153K | $32.99M |
 | WMS | 152K | $21.08M |
 | NVT | 143K | $14.14M |
 | META | 138K | $100.98M |
 | ORA | 132K | $12.66M |
 | BOOT | 130K | $21.57M |
 | MAS | 123K | $8.63M |
 | APP | 121K | $86.94M |
 | MOD | 116K | $16.47M |
 | LPX | 115K | $10.22M |
 | SCHW | 100K | $9.55M |
RPM International Inc.
RPM
Shares Held
210K
Value
$24.75M
Crane Company
CR
Shares Held
186K
Value
$34.23M
Reddit, Inc.
RDDT
Shares Held
185K
Value
$42.57M
Crown Holdings, Inc.
CCK
Shares Held
178K
Value
$17.24M
Fastenal Company
FAST
Shares Held
175K
Value
$8.58M
Spotify Technology S.A.
SPOT
Shares Held
167K
Value
$116.72M
Amphenol Corporation
APH
Shares Held
167K
Value
$20.60M
Pentair plc
PNR
Shares Held
162K
Value
$17.99M
ITT Inc.
ITT
Shares Held
159K
Value
$28.35M
The Boeing Company
BA
Shares Held
153K
Value
$32.99M
Advanced Drainage Systems, Inc.
WMS
Shares Held
152K
Value
$21.08M
nVent Electric plc
NVT
Shares Held
143K
Value
$14.14M
Meta Platforms, Inc.
META
Shares Held
138K
Value
$100.98M
Ormat Technologies, Inc.
ORA
Shares Held
132K
Value
$12.66M
Boot Barn Holdings, Inc.
BOOT
Shares Held
130K
Value
$21.57M
Masco Corporation
MAS
Shares Held
123K
Value
$8.63M
AppLovin Corporation
APP
Shares Held
121K
Value
$86.94M
Modine Manufacturing Company
MOD
Shares Held
116K
Value
$16.47M
Louisiana-Pacific Corporation
LPX
Shares Held
115K
Value
$10.22M
The Charles Schwab Corporation
SCHW
Shares Held
100K
Value
$9.55M