account_balance
Investment manager · 13F filer · SEC CIK 1317583
Scopus Asset Management, L.P.
Reported value$4.25Bas of Jun 30, 2026
Positions143 43 new, 40 sold out
Top 10 weight22.9%ESI alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ESIElement Solutions Inc
3.4%Trimmed −3%
Linde PLC
3.2%Trimmed −14%
CRHCRH PLC
2.3%Trimmed −8%
AMZNAmazon Com Inc
2.2%Trimmed −15%
ITTItt Inc
2.2%Added +169%
SYYSysco Corp
2.1%Added +395%
PGProcter & Gamble Co
1.9%Added +30%
CLColgate Palmolive Co
1.9%New
AAPLApple Inc
1.9%New
ULSUl Solutions Inc
1.8%Added +17%
ASMLAsml Holding Nv-ny Reg SHS
1.7%New
SGISomnigroup International Inc
1.6%Added +65%
ESIElement Solutions Inc
3.4%Trimmed −3%
Linde PLC
3.2%Trimmed −14%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ESI Element Solutions Inc 3.4% Trimmed −3%
Linde PLC 3.2% Trimmed −14%
CRH CRH PLC 2.3% Trimmed −8%AMZN Amazon Com Inc 2.2% Trimmed −15%ITT Itt Inc 2.2% Added +169%SYY Sysco Corp 2.1% Added +395%PG Procter & Gamble Co 1.9% Added +30%CL Colgate Palmolive Co 1.9% NewAAPL Apple Inc 1.9% NewULS Ul Solutions Inc 1.8% Added +17%ASML Asml Holding Nv-ny Reg SHS 1.7% NewSGI Somnigroup International Inc 1.6% Added +65%What changed