Stock Taper 
SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EnPro Industries, Inc. | NPO | 3.04K | $1.14M |
 Valmont Industries, Inc. | VMI | 6.04K | $3.49M |
 United Rentals, Inc. | URI | 8.84K | $10.01M |
 ON Semiconductor Corporation | ON | 10K | $945.4K |
 Take-Two Interactive Software, Inc. | TTWO | 10K | $2.5M |
 AutoNation, Inc. | AN | 10K | $1.86M |
 Eaton Corporation plc | ETN | 12.04K | $5.13M |
 Tesla, Inc. | TSLA | 13.65K | $5.74M |
 Rockwell Automation, Inc. | ROK | 15.03K | $7.44M |
 Modine Manufacturing Company | MOD | 15.71K | $4.2M |
 Caterpillar Inc. | CAT | 15.92K | $16.95M |
 Casey's General Stores, Inc. | CASY | 17.23K | $13.7M |
 ESAB Corporation | ESAB | 20.63K | $2.03M |
 Cummins Inc. | CMI | 21.23K | $15.14M |
 GE Vernova Inc. | GEV | 21.28K | $25M |
 Astronics Corporation | ATRO | 23.51K | $1.91M |
 Waste Connections, Inc. | WCN | 25K | $4.17M |
 GE Aerospace | GE | 26.79K | $10.01M |
 Howmet Aerospace Inc. | HWM | 28.91K | $7.77M |
 Union Pacific Corporation | UNP | 30K | $8.16M |