HoldingsChannel.com
Scopus Asset Management L.P. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
PAYPAL HLDGS INC      $113,250
     PYPL450,000+450,000$78,404
     Call200,000+200,000$34,846
EXPEDIA GROUP INC      $90,420
     EXPE1,000,000+1,000,000$82,200
     Call100,000+100,000$8,220
OREILLY AUTOMOTIVE INC 212,500 +212,500 $89,605
     ORLY212,500+212,500$89,605
DICKS SPORTING GOODS INC 1,650,000 +1,493,847 $68,079
     DKS1,650,000+1,493,847$68,079
BURLINGTON STORES INC 300,000 +57,819 $59,079
     BURL300,000+57,819$59,079
IAC INTERACTIVECORP 177,500 +177,500 $57,404
     IAC177,500+177,500$57,404
ZILLOW GROUP INC 950,000 +950,000 $54,730
     Z950,000+950,000$54,730
AMERICAN EAGLE OUTFITTERS IN      $53,138
     AEO2,875,000+2,875,000$31,338
     Call2,000,000+2,000,000$21,800
ROYAL CARIBBEAN CRUISES LTD      $50,300
     Call1,000,000+1,000,000$50,300
THOR INDS INC 462,500 +462,500 $49,270
     THO462,500+462,500$49,270
LEGGETT & PLATT INC 1,400,000 +1,400,000 $49,210
     LEG1,400,000+1,400,000$49,210
RESTAURANT BRANDS INTL INC 890,100 +890,100 $48,626
     QSR890,100+890,100$48,626
LINDE PLC 219,900 -31,729 $46,643
     LIN219,900-31,729$46,643
DANAHER CORPORATION 261,420 +63,000 $46,227
     DHR261,420+63,000$46,227
ANGI HOMESERVICES INC 3,675,037 +3,675,037 $44,652
     ANGI3,675,037+3,675,037$44,652
TELEDYNE TECHNOLOGIES INC 138,444 +124,319 $43,049
     TDY138,444+124,319$43,049
MONDELEZ INTL INC 824,000 +824,000 $42,131
     MDLZ824,000+824,000$42,131
LOWES COS INC 300,000 -26,102 $40,536
     LOW300,000-26,102$40,536
GAP INC      $39,122
     GPS2,600,000+2,600,000$32,812
     Call500,000+500,000$6,310
CROCS INC 1,025,000 +1,025,000 $37,741
     CROX1,025,000+1,025,000$37,741
BOSTON BEER INC 70,000 +70,000 $37,566
     SAM70,000+70,000$37,566
ELDORADO RESORTS INC      $34,592
     ERI713,500+713,500$28,583
     Call150,000+150,000$6,009
SELECT SECTOR SPDR TR (XLI)      $34,350
     Call800,000+700,000$54,960
     Put300,000+300,000$20,610
ACTIVISION BLIZZARD INC 450,000 -450,000 $34,155
     ATVI450,000-450,000$34,155
WYNDHAM HOTELS & RESORTS INC 750,000 +750,000 $31,965
     WH750,000+750,000$31,965
DOVER CORP      $30,746
     DOV418,411+236,407$40,402
     Put100,000+100,000$9,656
SNAP INC 1,300,000 +1,300,000 $30,537
     SNAP1,300,000+1,300,000$30,537
LITHIA MTRS INC 200,300 +200,300 $30,311
     LAD200,300+200,300$30,311
DOLLAR TREE INC 325,000 +325,000 $30,121
     DLTR325,000+325,000$30,121
JACOBS ENGR GROUP INC      $29,072
     J442,830+442,830$37,552
     Put100,000+100,000$8,480
VALVOLINE INC 1,500,000 +1,300,000 $28,995
     VVV1,500,000+1,300,000$28,995
CANADIAN PAC RY LTD 105,200 +105,200 $26,862
     CP105,200+105,200$26,862
PAPA JOHNS INTL INC 337,500 +337,500 $26,801
     PZZA337,500+337,500$26,801
ADVANCE AUTO PARTS INC 187,500 +187,500 $26,709
     AAP187,500+187,500$26,709
VALE S A 2,505,000 +2,505,000 $25,827
     VALE2,505,000+2,505,000$25,827
PARKER HANNIFIN CORP 133,684 +50,005 $24,500
     PH133,684+50,005$24,500
TAKE TWO INTERACTIVE SOFTWAR 175,000 -17,000 $24,425
     TTWO175,000-17,000$24,425
LOUISIANA PAC CORP 950,000 +950,000 $24,368
     LPX950,000+950,000$24,368
WERNER ENTERPRISES INC 553,380 +553,380 $24,089
     WERN553,380+553,380$24,089
AKZO NOBEL N.V. 268,481 +93,481 $24,051
     COM268,481+93,481$24,051
ASHLAND GLOBAL HLDGS INC 345,923 +345,923 $23,903
     ASH345,923+345,923$23,903
ELEMENT SOLUTIONS INC 2,200,000 +952,045 $23,870
     ESI2,200,000+1,252,045$23,870
EATON CORP PLC      $23,279
     ETN366,102+185,923$32,027
     Put100,000+100,000$8,748
CROWN HLDGS INC 345,000 +270,000 $22,470
     CCK345,000+270,000$22,470
COLFAX CORP      $22,272
     CFX898,262+898,262$25,062
     Put100,000+100,000$2,790
AMETEK INC      $21,889
     AME294,936+80,700$26,358
     Put50,000+50,000$4,469
IDEX CORP 135,400 +135,400 $21,399
     IEX135,400+135,400$21,399
THERMO FISHER SCIENTIFIC INC 59,000 +59,000 $21,378
     TMO59,000+59,000$21,378
YETI HLDGS INC 500,000 +500,000 $21,365
     YETI500,000+500,000$21,365
L BRANDS INC 1,425,000 +1,425,000 $21,332
     LB1,425,000+1,425,000$21,332

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 06/30/2020: $3,533,218
At 03/31/2020: $1,166,829

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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