Scopus Asset Management, L.p.

Filing Details

13F-HR • 2025-03-31
SEC
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
CIK
0001317583
Manager Name
Scopus Asset Management, L.p.
Data Enrichment
82% identified
108 identified24 unidentified

Holdings

132 positions
Manager:
SEC
Search and click to pin securities to the top
Page 6 of 7
Proficient Auto Logistics, Inc
PAL|74317M104
Shares:
518490
Value:
$4.3B
Hayward Holdings, Inc.
HAYW|421298100
Shares:
300000(-43.7%)
Value:
$4.2B(-48.7%)
MASTEC INC
MTZ|576323109
Shares:
35723(-28.5%)
Value:
$4.2B(-38.7%)
N3167J106
N3167J106
Shares:
9695(-67.8%)
Value:
$4.1B(-67.6%)
693149106
693149106
Shares:
321578(-0.1%)
Value:
$3.9B(-26.0%)
Floor & Decor Holdings, Inc.
FND|339750101
Shares:
48077
Value:
$3.9B
00B4YVF56
00B4YVF56
Shares:
60000
Value:
$3.9B
Core Natural Resources, Inc.
CNR|218937100
Shares:
50000
Value:
$3.9B
AerCap Holdings N.V.
AER|N00985106
Shares:
36993(-78.2%)
Value:
$3.8B(-76.7%)
GE Vernova Inc.
GEV|36828A101
Shares:
12136(-64.7%)
Value:
$3.7B(-67.3%)
Vertiv Holdings Co
VRT|92537N108
Shares:
50000(+153.8%)
Value:
$3.6B(+61.3%)
L3HARRIS TECHNOLOGIES, INC. /DE/
LHX|502431109
Shares:
17148(-19.3%)
Value:
$3.6B(-19.6%)
MODINE MANUFACTURING CO
MOD|607828100
Shares:
46284(+808.4%)
Value:
$3.6B(+501.4%)
Xylem Inc.
XYL|98419M100
Shares:
29452(-57.9%)
Value:
$3.5B(-56.7%)
HUBBELL INC
HUBB|443510607
Shares:
10000(-78.9%)
Value:
$3.3B(-83.3%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
30089(+0.3%)
Value:
$3.3B(-11.3%)
AMPHENOL CORP /DE/
APH|032095101
Shares:
50000(-37.5%)
Value:
$3.3B(-41.0%)
Enpro Inc.
NPO|29355X107
Shares:
20000(+164.8%)
Value:
$3.2B(+148.4%)
ServiceTitan, Inc.
TTAN|81764X103
Shares:
29759(-37.2%)
Value:
$2.8B(-41.9%)
LENNOX INTERNATIONAL INC
LII|526107107
Shares:
5000
Value:
$2.8B