Stock Taper 
SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Republic Services, Inc. | RSG | 30K | $6.39M |
 Curtiss-Wright Corporation | CW | 33.64K | $25.49M |
 Helmerich & Payne, Inc. | HP | 35K | $1.15M |
 IDEX Corporation | IEX | 36.62K | $8.31M |
 The Timken Company | TKR | 36.89K | $5.36M |
 ASML Holding N.V. | ASML | 37.25K | $74.11M |
 Woodward, Inc. | WWD | 38.76K | $16.49M |
 Mastercard Incorporated | MA | 40K | $20.54M |
 Equinix, Inc. | EQIX | 43.26K | $45.09M |
 Alphabet Inc. | GOOGL | 46.6K | $16.65M |
 Quanta Services, Inc. | PWR | 48.85K | $35.17M |
 Parker-Hannifin Corporation | PH | 49.95K | $48.85M |
 Owens Corning | OC | 50K | $7.95M |
 Vertiv Holdings Co | VRT | 50.93K | $17.05M |
 nVent Electric plc | NVT | 57.92K | $9.82M |
 Karman Holdings Inc. | KRMN | 60.88K | $3.04M |
 Teledyne Technologies Incorporated | TDY | 62.73K | $41.84M |
 MasTec, Inc. | MTZ | 62.94K | $26.19M |
 Novanta Inc. | NOVT | 66.67K | $10.82M |
 Advanced Micro Devices, Inc. | AMD | 67.5K | $39.21M |