SCOPUS ASSET MANAGEMENT, L.P. — 13F holdings

SCOPUS ASSET MANAGEMENT, L.P. reported 265 holdings worth $7.11B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. PH Parker-Hannifin Corp — $225M (3.2%)
2. ITT ITT INC — $214M (3.0%)
3. LINDE PLC — $208M (2.9%)
4. XLI SELECT SECTOR SPDR TR — $194M (2.7%)
5. ESI ELEMENT SOLUTIONS INC — $153M (2.2%)
6. AME AMETEK INC — $148M (2.1%)
7. AMZN AMAZON COM INC — $141M (2.0%)
8. SGI SOMNIGROUP INTERNATIONAL INC — $140M (2.0%)
9. CRH CRH PLC — $104M (1.5%)
10. JCI JOHNSON CTLS INTL PLC — $99.5M (1.4%)