Scopus Asset Management, L.p.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
132
Total Value
3059225761
Accession Number
0001104659-25-049401
Form Type
13F-HR
Manager Name
Scopus Asset Management, L.p.
Data Enrichment
82% identified
108 identified24 unidentified

Holdings

132 positions
Manager:
Search and click to pin securities to the top
Meta Platforms, Inc.
Shares:
30000
Value:
$17.3B
CUMMINS INC
Shares:
55000(+450.0%)
Value:
$17.2B(+394.5%)
DOVER Corp
Shares:
88300(-21.1%)
Value:
$15.5B(-26.1%)
RPM INTERNATIONAL INC/DE/
Shares:
130000
Value:
$15.0B
ACUREN CORP
Shares:
1281044(-14.6%)
Value:
$14.2B(-25.5%)
Murphy USA Inc.
Shares:
30000(-33.3%)
Value:
$14.1B(-37.5%)
BOEING CO
Shares:
82493(+65.0%)
Value:
$14.1B(+59.0%)
ITT INC.
Shares:
107385(-36.1%)
Value:
$13.9B(-42.2%)
Crane Co
Shares:
90029(-31.0%)
Value:
$13.8B(-30.4%)
00BMTVQK9
Shares:
234618(+27.1%)
Value:
$13.7B(+41.9%)
Element Solutions Inc
Shares:
600000(-68.2%)
Value:
$13.6B(-71.7%)
HUNT J B TRANSPORT SERVICES INC
Shares:
90800
Value:
$13.4B
78468R556
Shares:
100000
Value:
$13.2B
464287192
Shares:
200000
Value:
$12.8B
DEERE & CO
Shares:
25000
Value:
$11.7B
Woodward, Inc.
Shares:
60000(+500.0%)
Value:
$10.9B(+557.9%)
83418M103
Shares:
500000
Value:
$10.9B
FREEPORT-MCMORAN INC
Shares:
275000
Value:
$10.4B
TELEDYNE TECHNOLOGIES INC
Shares:
20835(-4.1%)
Value:
$10.4B(+2.8%)
ROCKWELL AUTOMATION, INC
Shares:
40000(+61.6%)
Value:
$10.3B(+46.1%)