SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GM | 100K | $6.10M |
 | ON | 100K | $4.93M |
 | VLTO | 100K | $10.66M |
 | ETN | 98K | $36.61M |
 | CEG | 94K | $30.98M |
 | DHI | 92K | $15.59M |
 | RS | 89K | $24.86M |
 | XYL | 84K | $12.36M |
 | UNP | 82K | $19.35M |
 | VRT | 80K | $12.07M |
 | RTX | 78K | $13.09M |
 | SWK | 75K | $5.57M |
 | WWD | 73K | $18.46M |
 | OKLO | 73K | $8.13M |
 | HWM | 73K | $14.26M |
 | MSGS | 71K | $16.06M |
 | MSFT | 70K | $36.39M |
 | RAL | 70K | $3.06M |
 | AME | 70K | $13.16M |
 | IR | 64K | $5.33M |
General Motors Company
GM
Shares Held
100K
Value
$6.10M
ON Semiconductor Corporation
ON
Shares Held
100K
Value
$4.93M
Veralto Corporation
VLTO
Shares Held
100K
Value
$10.66M
Eaton Corporation plc
ETN
Shares Held
98K
Value
$36.61M
Constellation Energy Corporation
CEG
Shares Held
94K
Value
$30.98M
D.R. Horton, Inc.
DHI
Shares Held
92K
Value
$15.59M
Reliance Steel & Aluminum Co.
RS
Shares Held
89K
Value
$24.86M
Xylem Inc.
XYL
Shares Held
84K
Value
$12.36M
Union Pacific Corporation
UNP
Shares Held
82K
Value
$19.35M
Vertiv Holdings Co
VRT
Shares Held
80K
Value
$12.07M
RTX Corporation
RTX
Shares Held
78K
Value
$13.09M
Stanley Black & Decker, Inc.
SWK
Shares Held
75K
Value
$5.57M
Woodward, Inc.
WWD
Shares Held
73K
Value
$18.46M
Oklo Inc.
OKLO
Shares Held
73K
Value
$8.13M
Howmet Aerospace Inc.
HWM
Shares Held
73K
Value
$14.26M
Madison Square Garden Sports Corp.
MSGS
Shares Held
71K
Value
$16.06M
Microsoft Corporation
MSFT
Shares Held
70K
Value
$36.39M
Ralliant Corp.
RAL
Shares Held
70K
Value
$3.06M
AMETEK, Inc.
AME
Shares Held
70K
Value
$13.16M
Ingersoll Rand Inc.
IR
Shares Held
64K
Value
$5.33M