Scopus Asset Management, L.P
$4.5B Assets Reported
159 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CRH | CRH PLC | 1,877,596 | $197M | 4.4% |
| ESI | ELEMENT SOLUTIONS INC | 4,352,366 | $149M | 3.3% |
| PH | PARKER-HANNIFIN CORP | 138,783 | $124M | 2.8% |
| AMZN | AMAZON COM INC | 583,750 | $122M | 2.7% |
| PFGC | PERFORMANCE FOOD GROUP CO | 1,292,500 | $111M | 2.5% |
| LNG | CHENIERE ENERGY INC | 388,072 | $110M | 2.5% |
| SPOT | SPOTIFY TECHNOLOGY S A | 205,871 | $100M | 2.2% |
| ITT | ITT INC | 491,869 | $94M | 2.1% |
| RL | RALPH LAUREN CORP | 232,406 | $80M | 1.8% |
| AME | AMETEK INC | 370,532 | $79M | 1.8% |
Track Scopus Asset Management, L.P's 13F portfolio: $4.5B in reported holdings, 159 positions. Top holdings, AUM, and quarterly changes on SentiSense.