Stock Taper

SCOPUS ASSET MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Estée Lauder Companies Inc.EL542.1K$42.8M
The Procter & Gamble CompanyPG563K$82.56M
Steven Madden, Ltd.SHOO595.47K$25.07M
UL Solutions Inc.ULS768.38K$78.27M
CSX CorporationCSX785K$37.31M
Mondelez International, Inc.MDLZ835K$48.3M
Colgate-Palmolive CompanyCL866.5K$79.44M
Somnigroup International IncSGI885K$69.38M
CRH plcCRH917.6K$98.18M
Carvana Co.CVNA1.02M$66.92M
Sysco CorporationSYY1.06M$89.01M
National Vision Holdings, Inc.EYE1.11M$21.1M
Fervo Energy CompanyFRVO1.83M$53.6M
Element Solutions IncESI3.01M$143.6M