Stock Taper

SCOPUS ASSET MANAGEMENT, L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Masco CorporationMAS72K$5.86M
Ralph Lauren CorporationRL75K$30.11M
Burlington Stores, Inc.BURL77.15K$24.44M
Crane CompanyCR78.96K$17.61M
Nucor CorporationNUE80K$17.82M
RTX CorporationRTX82.58K$15.67M
Sunbelt Rentals Holdings IncSUNB84.79K$6.34M
AerCap Holdings N.V.AER86.94K$12.67M
Federal Signal CorporationFSS91.27K$11.73M
Qnity Electronics, Inc.Q95K$15.51M
Cullen/Frost Bankers, Inc.CFR99.5K$22.96M
Ethan Allen Interiors Inc.ETD100K$2.23M
BorgWarner Inc.BWA100K$6.64M
Taiwan Semiconductor Manufacturing Company LimitedTSM101K$48.23M
Spotify Technology S.A.SPOT101.75K$46.72M
The Home Depot, Inc.HD102.42K$36.12M
Cameco CorporationCCJ106.59K$10.86M
Terex CorporationTEX110.29K$7.98M
The Boeing CompanyBA116.03K$25.12M
Reliance Steel & Aluminum Co.RS120K$44.83M