Stock Taper 
SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 101K | $48.23M |
 BorgWarner Inc. | BWA | 100K | $6.64M |
 Ethan Allen Interiors Inc. | ETD | 100K | $2.23M |
 Cullen/Frost Bankers, Inc. | CFR | 99.5K | $22.96M |
 Qnity Electronics, Inc. | Q | 95K | $15.51M |
 Federal Signal Corporation | FSS | 91.27K | $11.73M |
 AerCap Holdings N.V. | AER | 86.94K | $12.67M |
 Sunbelt Rentals Holdings Inc | SUNB | 84.79K | $6.34M |
 RTX Corporation | RTX | 82.58K | $15.67M |
 Nucor Corporation | NUE | 80K | $17.82M |
 Crane Company | CR | 78.96K | $17.61M |
 Burlington Stores, Inc. | BURL | 77.15K | $24.44M |
 Ralph Lauren Corporation | RL | 75K | $30.11M |
 Masco Corporation | MAS | 72K | $5.86M |
 Advanced Micro Devices, Inc. | AMD | 67.5K | $39.21M |
 Novanta Inc. | NOVT | 66.67K | $10.82M |
 MasTec, Inc. | MTZ | 62.94K | $26.19M |
 Teledyne Technologies Incorporated | TDY | 62.73K | $41.84M |
 Karman Holdings Inc. | KRMN | 60.88K | $3.04M |
 nVent Electric plc | NVT | 57.92K | $9.82M |