SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NPO | 61K | $13.84M |
 | KRMN | 60K | $4.33M |
 | TTWO | 59K | $15.28M |
 | PH | 58K | $43.68M |
 | OC | 57K | $8.08M |
 | DAL | 55K | $3.12M |
 | PWR | 53K | $21.82M |
 | STLD | 50K | $6.97M |
 | STKL | 49K | $288.10K |
 | ZBRA | 41K | $12.18M |
 | PHM | 40K | $5.29M |
 | TEX | 40K | $2.05M |
 | NFLX | 40K | $47.62M |
 | RSG | 38K | $8.76M |
 | CAT | 35K | $16.83M |
 | MUSA | 35K | $13.41M |
 | MTZ | 34K | $7.28M |
 | GEV | 33K | $20.01M |
 | DOV | 31K | $5.13M |
 | CW | 29K | $15.70M |
EnPro Industries, Inc.
NPO
Shares Held
61K
Value
$13.84M
Karman Holdings Inc.
KRMN
Shares Held
60K
Value
$4.33M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
59K
Value
$15.28M
Parker-Hannifin Corporation
PH
Shares Held
58K
Value
$43.68M
Owens Corning
OC
Shares Held
57K
Value
$8.08M
Delta Air Lines, Inc.
DAL
Shares Held
55K
Value
$3.12M
Quanta Services, Inc.
PWR
Shares Held
53K
Value
$21.82M
Steel Dynamics, Inc.
STLD
Shares Held
50K
Value
$6.97M
SunOpta Inc.
STKL
Shares Held
49K
Value
$288.10K
Zebra Technologies Corporation
ZBRA
Shares Held
41K
Value
$12.18M
PulteGroup, Inc.
PHM
Shares Held
40K
Value
$5.29M
Terex Corporation
TEX
Shares Held
40K
Value
$2.05M
Netflix, Inc.
NFLX
Shares Held
40K
Value
$47.62M
Republic Services, Inc.
RSG
Shares Held
38K
Value
$8.76M
Caterpillar Inc.
CAT
Shares Held
35K
Value
$16.83M
Murphy USA Inc.
MUSA
Shares Held
35K
Value
$13.41M
MasTec, Inc.
MTZ
Shares Held
34K
Value
$7.28M
GE Vernova Inc.
GEV
Shares Held
33K
Value
$20.01M
Dover Corporation
DOV
Shares Held
31K
Value
$5.13M
Curtiss-Wright Corporation
CW
Shares Held
29K
Value
$15.70M