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SCOPUS ASSET MANAGEMENT, L.P. - Portfolio Stock Holdings

SCOPUS ASSET MANAGEMENT, L.P. disclosed 157 stock positions in a recent SEC 13F filing. $3,642,726,527 of stock holdings were filed, with the largest holdings including ESI, CRH, and AMZN. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $3,818,629,319 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

157

Est. Stock Holding Value:

$3,642,726,527

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SCOPUS ASSET MANAGEMENT, L.P.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - SCOPUS ASSET MANAGEMENT, L.P.

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.