HoldingsChannel.com
Scopus Asset Management L.P. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ACTIVISION BLIZZARD INC 900,000 -500,000 $53,532
     ATVI900,000+500,000$53,532
AMAZON COM INC 25,448 +50,448 $49,616
     AMZN25,448+25,448$49,616
LINDE PLC 251,629 -65,000 $43,532
     LIN251,629-65,000$43,532
MASTERCARD INC 165,000 +165,000 $39,857
     MA165,000+165,000$39,857
BURLINGTON STORES INC 242,181 +109,981 $38,376
     BURL242,181+109,981$38,376
FACEBOOK INC 208,727 +208,727 $34,816
     FB208,727+208,727$34,816
LOWES COS INC 326,102 +326,102 $28,061
     LOW326,102+326,102$28,061
DANAHER CORPORATION 198,420 +198,420 $27,463
     DHR198,420+198,420$27,463
TEMPUR SEALY INTL INC 620,000 -65,000 $27,100
     TPX620,000-65,000$27,100
HOME DEPOT INC 130,039 +130,039 $24,280
     HD130,039+130,039$24,280
TAKE TWO INTERACTIVE SOFTWAR 192,000 +192,000 $22,773
     TTWO192,000+192,000$22,773
JACOBS ENGR GROUP INC 274,417 -402,525 $21,753
     JEC274,417-602,525$21,753
ALIBABA GROUP HLDG LTD 110,982 -39,018 $21,584
     BABA110,982-39,018$21,584
COMMERCIAL METALS CO 1,144,217 +348,751 $18,067
     CMC1,144,217+348,751$18,067
UNION PAC CORP 125,000 -315,000 $17,630
     UNP125,000-315,000$17,630
ROCKWELL AUTOMATION INC 114,860 +40,161 $17,334
     ROK114,860+15,161$17,334
KNIGHT SWIFT TRANSN HLDGS IN 494,000 +494,000 $16,203
     KNX494,000+494,000$16,203
AMETEK INC 214,236 -69,496 $15,429
     AME214,236-169,496$15,429
DOVER CORP 182,004 -170,403 $15,277
     DOV182,004-270,403$15,277
EATON CORP PLC 180,179 +180,179 $13,998
     ETN180,179+180,179$13,998
UBER TECHNOLOGIES INC 500,000 -200,000 $13,960
     UBER500,000-200,000$13,960
RELIANCE STEEL & ALUMINUM CO 150,972 -291,282 $13,224
     RS150,972-291,282$13,224
ULTA BEAUTY INC 75,000 +75,000 $13,178
     ULTA75,000+75,000$13,178
FEDEX CORP 100,000 +10,000 $12,126
     FDX100,000+10,000$12,126
EASTMAN CHEM CO 255,100 +255,100 $11,883
     EMN255,100+255,100$11,883
ILLINOIS TOOL WKS INC 81,969 -100,632 $11,649
     ITW81,969-170,632$11,649
AKZO NOBEL N.V. 175,000 +175,000 $11,584
     COM175,000+175,000$11,584
TJX COS INC NEW 239,600 +239,600 $11,455
     TJX239,600+239,600$11,455
DEERE & CO 78,787 -13,689 $10,885
     DE78,787-13,689$10,885
PARKER HANNIFIN CORP 83,679 +83,679 $10,856
     PH83,679+83,679$10,856
D R HORTON INC 314,639 +314,639 $10,698
     DHI314,639+314,639$10,698
CSX CORP 186,554 +186,554 $10,690
     CSX186,554+186,554$10,690
BEST BUY INC 185,990 +25,990 $10,601
     BBY185,990+25,990$10,601
ELEMENT SOLUTIONS INC      $10,433
     ESI947,955-725,000$7,925
     Call300,000+300,000$2,508
HONEYWELL INTL INC 77,446 -180,151 $10,362
     HON77,446-280,151$10,362
F M C CORP 125,000 +5,156 $10,211
     FMC125,000+5,156$10,211
PLANET FITNESS INC 200,000 +200,000 $9,740
     PLNT200,000+200,000$9,740
MASCO CORP 281,646 -673,822 $9,737
     MAS281,646-1,073,822$9,737
AXALTA COATING SYS LTD 550,000 +550,000 $9,499
     AXTA550,000+550,000$9,499
POLYONE CORP 500,000 +500,000 $9,485
     POL500,000+500,000$9,485
ARCBEST CORP      $9,468
     ARCB440,402+440,402$7,716
     Call100,000+100,000$1,752
NIKE INC 113,966 -283,532 $9,430
     NKE113,966-283,532$9,430
CATERPILLAR INC DEL 80,900 -15,281 $9,388
     CAT80,900-65,281$9,388
ECHO GLOBAL LOGISTICS INC 546,803 +546,803 $9,339
     ECHO546,803+546,803$9,339
LOCKHEED MARTIN CORP 27,500 -2,500 $9,321
     LMT27,500-2,500$9,321
BUNGE LIMITED 220,000 +220,000 $9,027
     BG220,000+220,000$9,027
CACI INTL INC 41,385 +11,385 $8,738
     CACI41,385+11,385$8,738
GRAINGER W W INC 35,000 +35,000 $8,698
     GWW35,000+35,000$8,698
JUNIPER INDL HLDGS INC      $8,636
     JIH.U850,000UNCH$8,636
FASTENAL CO 268,192 +268,192 $8,381
     FAST268,192+268,192$8,381

See Full List: All Stocks Held By Scopus Asset Management L.P.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Scopus Asset Management L.P.

Size ($ in 1000's)
At 03/31/2020: $1,166,829
At 12/31/2019: $3,071,411

Scopus Asset Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Scopus Asset Management L.P. 13F filings. Link to 13F filings: SEC filings

Scopus Asset Management L.P. Top Holdings 13F Filings | www.HoldingsChannel.com

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