SCOPUS ASSET MANAGEMENT, L.P.: 13F holdings
CIK 13175832026Q2
| Positions | 170 |
|---|
| Reported value | $7.1bn |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 170 (+7 vs prior quarter) |
|---|
| Reported value | $7.1bn (+23.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ESI ELEMENT SOLUTIONS INC | 3,007,366 | $143.6m | 2.0% |
| LINDE PLC | 265,000 | $137.5m | 1.9% |
| CRH PLC | 917,596 | $98.2m | 1.4% |
| AMZN AMAZON COM INC | 391,000 | $93.2m | 1.3% |
| ITT ITT INC | 462,755 | $91.5m | 1.3% |
| SYY SYSCO CORP | 1,065,000 | $89.0m | 1.3% |
| PG PROCTER & GAMBLE CO | 563,000 | $82.6m | 1.2% |
| CL COLGATE PALMOLIVE CO | 866,500 | $79.4m | 1.1% |
| AAPL APPLE INC | 273,500 | $79.1m | 1.1% |
| ULS UL SOLUTIONS INC | 768,379 | $78.3m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1317583")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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