Stock Taper 
SCOPUS ASSET MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Vertiv Holdings Co | VRT | 50.93K | $17.05M |
 Owens Corning | OC | 50K | $7.95M |
 Parker-Hannifin Corporation | PH | 49.95K | $48.85M |
 Quanta Services, Inc. | PWR | 48.85K | $35.17M |
 Alphabet Inc. | GOOGL | 46.6K | $16.65M |
 Equinix, Inc. | EQIX | 43.26K | $45.09M |
 Mastercard Incorporated | MA | 40K | $20.54M |
 Woodward, Inc. | WWD | 38.76K | $16.49M |
 ASML Holding N.V. | ASML | 37.25K | $74.11M |
 The Timken Company | TKR | 36.89K | $5.36M |
 IDEX Corporation | IEX | 36.62K | $8.31M |
 Helmerich & Payne, Inc. | HP | 35K | $1.15M |
 Curtiss-Wright Corporation | CW | 33.64K | $25.49M |
 Republic Services, Inc. | RSG | 30K | $6.39M |
 Union Pacific Corporation | UNP | 30K | $8.16M |
 Howmet Aerospace Inc. | HWM | 28.91K | $7.77M |
 GE Aerospace | GE | 26.79K | $10.01M |
 Waste Connections, Inc. | WCN | 25K | $4.17M |
 Astronics Corporation | ATRO | 23.51K | $1.91M |
 GE Vernova Inc. | GEV | 21.28K | $25M |