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
Page 5 of 7
DENISON MINES CORP.
Shares:
7716402(-1.3%)
Value:
$10.1B(-28.9%)
STEEL DYNAMICS INC
Shares:
75000
Value:
$9.4B
G5494J103
Shares:
20075(-19.9%)
Value:
$9.3B(-10.9%)
PENTAIR plc
Shares:
104483(-34.1%)
Value:
$9.1B(-42.8%)
DoorDash, Inc.
Shares:
50000
Value:
$9.1B
CASEYS GENERAL STORES INC
Shares:
20000(-29.2%)
Value:
$8.7B(-22.4%)
81369Y100
Shares:
100000
Value:
$8.6B
Atlanta Braves Holdings, Inc.
Shares:
202000(+0.0%)
Value:
$8.1B(+4.6%)
QUANTA SERVICES, INC.
Shares:
30000(+0.0%)
Value:
$7.6B(-19.6%)
WATSCO INC
Shares:
15000
Value:
$7.6B
UNITED STATES STEEL CORP
Shares:
176910
Value:
$7.5B
HERSHEY CO
Shares:
41476(-68.1%)
Value:
$7.1B(-67.8%)
Eaton Corp plc
Shares:
25865(-42.0%)
Value:
$7.0B(-52.5%)
RTX Corp
Shares:
43567(-2.8%)
Value:
$5.8B(+11.2%)
AMETEK INC/
Shares:
33200(-57.0%)
Value:
$5.7B(-58.9%)
REGAL REXNORD CORP
Shares:
50000(-28.6%)
Value:
$5.7B(-47.6%)
LANDSTAR SYSTEM INC
Shares:
36400
Value:
$5.5B
CURTISS WRIGHT CORP
Shares:
15675(+160.1%)
Value:
$5.0B(+132.5%)
Gates Industrial Corp plc
Shares:
257572(-30.0%)
Value:
$4.7B(-37.4%)
Keysight Technologies, Inc.
Shares:
30000(-32.1%)
Value:
$4.5B(-36.7%)