0001104659-22-091328.txt : 20220815
0001104659-22-091328.hdr.sgml : 20220815
20220815172256
ACCESSION NUMBER: 0001104659-22-091328
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220815
DATE AS OF CHANGE: 20220815
EFFECTIVENESS DATE: 20220815
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SCOPUS ASSET MANAGEMENT, L.P.
CENTRAL INDEX KEY: 0001317583
IRS NUMBER: 134000532
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11668
FILM NUMBER: 221166818
BUSINESS ADDRESS:
STREET 1: 717 FIFTH AVE, 21ST FL
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-251-3295
MAIL ADDRESS:
STREET 1: 717 FIFTH AVE, 21ST FL
CITY: NEW YORK
STATE: NY
ZIP: 10022
FORMER COMPANY:
FORMER CONFORMED NAME: SCOPUS ASSET MANAGEMENT, LLC
DATE OF NAME CHANGE: 20050214
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001317583
XXXXXXXX
06-30-2022
06-30-2022
false
SCOPUS ASSET MANAGEMENT, L.P.
717 Fifth Ave, 21st Fl
New York
NY
10022
13F HOLDINGS REPORT
028-11668
Y
Mr. Alexander Mitchell is the investment manager of Scopus Advisors, LLC and Scopus Asset Management, L.P., which have investment discretion over the investment portfolios reported herein.
Daniel Aharon
Chief Operating Officer
212-251-3285
/s/ Daniel Aharon
New York
NY
08-15-2022
0
156
1815153
INFORMATION TABLE
2
infotable.xml
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
2507
70542
SH
SOLE
70542
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
11679
150000
SH
SOLE
150000
0
0
ADIENT PLC
ORD SHS
G0084W101
1778
60000
SH
SOLE
60000
0
0
ADVANCED DRAIN SYS INC DEL
COM
00790R104
754
8371
SH
SOLE
8371
0
0
ADVANSIX INC
COM
00773T101
14551
435144
SH
SOLE
435144
0
0
AECOM
COM
00766T100
3529
54107
SH
SOLE
54107
0
0
AECOM
COM
00766T100
6522
100000
SH
Call
SOLE
100000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
13357
117500
SH
SOLE
117500
0
0
AMAZON COM INC
COM
023135106
8181
77025
SH
SOLE
77025
0
0
AMETEK INC
COM
031100100
2270
20656
SH
SOLE
20656
0
0
APTIV PLC
SHS
G6095L109
2227
25000
SH
SOLE
25000
0
0
ARCH RESOURCES INC
CL A
03940R107
7155
50000
SH
Put
SOLE
50000
0
0
ARCH RESOURCES INC
CL A
03940R107
22036
154000
SH
SOLE
154000
0
0
AUTOLIV INC
COM
052800109
1431
20000
SH
SOLE
20000
0
0
BELLRING BRANDS INC
COMMON STOCK
07831C103
21157
850000
SH
SOLE
850000
0
0
BOOT BARN HLDGS INC
COM
099406100
2839
41203
SH
SOLE
41203
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
1343
25000
SH
SOLE
25000
0
0
BUNGE LIMITED
COM
G16962105
5441
60000
SH
SOLE
60000
0
0
BURLINGTON STORES INC
COM
122017106
1469
10785
SH
SOLE
10785
0
0
CALLAWAY GOLF CO
COM
131193104
3570
175000
SH
SOLE
175000
0
0
CALLAWAY GOLF CO
COM
131193104
10200
500000
SH
Call
SOLE
500000
0
0
CANADIAN NATL RY CO
COM
136375102
5624
50000
SH
SOLE
50000
0
0
CANADIAN PAC RY LTD
COM
13645T100
6984
100000
SH
SOLE
100000
0
0
CARMAX INC
COM
143130102
7917
87500
SH
Put
SOLE
87500
0
0
CATERPILLAR INC
COM
149123101
8938
50000
SH
Call
SOLE
50000
0
0
CELSIUS HLDGS INC
COM NEW
15118V207
6526
100000
SH
Call
SOLE
100000
0
0
CELSIUS HLDGS INC
COM NEW
15118V207
28714
440000
SH
SOLE
440000
0
0
CF INDS HLDGS INC
COM
125269100
27862
325000
SH
Call
SOLE
325000
0
0
CF INDS HLDGS INC
COM
125269100
26795
312556
SH
SOLE
312556
0
0
CHURCH & DWIGHT CO INC
COM
171340102
4633
50000
SH
Put
SOLE
50000
0
0
CLEAN HARBORS INC
COM
184496107
8767
100000
SH
Call
SOLE
100000
0
0
CLEAN HARBORS INC
COM
184496107
1463
16687
SH
SOLE
16687
0
0
CLOROX CO DEL
COM
189054109
10574
75000
SH
Put
SOLE
75000
0
0
COLGATE PALMOLIVE CO
COM
194162103
48084
600000
SH
SOLE
600000
0
0
COLONNADE ACQUISITION CORP-A
COM
00BMF4XD4
3916
400000
SH
SOLE
400000
0
0
COMMERCIAL METALS CO
COM
201723103
8275
250000
SH
Put
SOLE
250000
0
0
COMMERCIAL METALS CO
COM
201723103
49691
1501250
SH
SOLE
1501250
0
0
CONAGRA BRANDS INC
COM
205887102
11984
350000
SH
Put
SOLE
350000
0
0
CONSOL ENERGY INC NEW
COM
20854L108
14814
300000
SH
Put
SOLE
300000
0
0
CONSOL ENERGY INC NEW
COM
20854L108
27900
565000
SH
SOLE
565000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
18645
80000
SH
Call
SOLE
80000
0
0
CONSTELLIUM SE
COM
N22035104
23948
1812854
SH
SOLE
1812854
0
0
CROWN HLDGS INC
COM
228368106
12830
139200
SH
SOLE
139200
0
0
DEERE & CO
COM
244199105
1743
5820
SH
SOLE
5820
0
0
DEERE & CO
COM
244199105
8984
30000
SH
Call
SOLE
30000
0
0
DHC ACQUISITION CORP-A
COM
00BM8FHV0
4900
500000
SH
SOLE
500000
0
0
DICKS SPORTING GOODS INC
COM
253393102
2125
28198
SH
SOLE
28198
0
0
DOLLAR TREE INC
COM
256746108
21594
138556
SH
SOLE
138556
0
0
DOLLAR TREE INC
COM
256746108
15585
100000
SH
Put
SOLE
100000
0
0
DOMINOS PIZZA INC
COM
25754A201
33125
85000
SH
SOLE
85000
0
0
ELEMENT SOLUTIONS INC
COM
28618M106
17113
961389
SH
SOLE
961389
0
0
EQUITY DISTR ACQUISITION COR
COM CL A
29465E106
4968
500000
SH
SOLE
500000
0
0
EXELA TECHNOLOGIES INC-CW23
CALL
30162V110
2
199405
SH
SOLE
199405
0
0
FEDEX CORP
COM
31428X106
9017
39772
SH
SOLE
39772
0
0
FIVE BELOW INC
COM
33829M101
1744
15377
SH
SOLE
15377
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
6296
100000
SH
Put
SOLE
100000
0
0
FORTISTAR SUSTAINABLE SOL CO
COM CL A
34962M106
2649
270000
SH
SOLE
270000
0
0
FORTISTAR SUSTAINABLE SOL CO
*W EXP 01/14/202
34962M114
17
135000
SH
SOLE
135000
0
0
FREYR Battery US
COM
00BMFBLD1
1368
200000
SH
Call
SOLE
200000
0
0
GATX CORP
COM
361448103
4352
46217
SH
SOLE
46217
0
0
GENERAL DYNAMICS CORP
COM
369550108
3319
15000
SH
SOLE
15000
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
6367
100000
SH
Call
SOLE
100000
0
0
GENERAL MLS INC
COM
370334104
21730
288000
SH
Call
SOLE
288000
0
0
GORES HOLDINGS VII INC
COM CL A
38286T101
979
100000
SH
SOLE
100000
0
0
GRAPHIC PACKAGING HLDG CO
COM
388689101
6970
340000
SH
SOLE
340000
0
0
HALLIBURTON CO
COM
406216101
1581
50399
SH
SOLE
50399
0
0
HEICO CORP NEW
COM
422806109
5245
40000
SH
Call
SOLE
40000
0
0
HONEYWELL INTL INC
COM
438516106
2173
12500
SH
SOLE
12500
0
0
HOWMET AEROSPACE INC
COM
443201108
16889
536996
SH
SOLE
536996
0
0
HUB GROUP INC
CL A
443320106
46360
653516
SH
SOLE
653516
0
0
INTERFOR CORP
COM
45868C109
17833
884993
SH
SOLE
884993
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
14014
50000
SH
Call
SOLE
50000
0
0
ITT INC
COM
45073V108
6724
100000
SH
Call
SOLE
100000
0
0
ITT INC
COM
45073V108
2017
30000
SH
SOLE
30000
0
0
JD.COM INC
SPON ADR CL A
47215P106
16055
250000
SH
SOLE
250000
0
0
KLOECKNER & CO SE
COM
00B170DQ6
6299
826500
SH
SOLE
826500
0
0
LAMB WESTON HLDGS INC
COM
513272104
2680
37500
SH
SOLE
37500
0
0
LAS VEGAS SANDS CORP
COM
517834107
13436
400000
SH
SOLE
400000
0
0
LAS VEGAS SANDS CORP
COM
517834107
8398
250000
SH
Call
SOLE
250000
0
0
LAUDER ESTEE COS INC
CL A
518439104
6367
25000
SH
Put
SOLE
25000
0
0
LAUDER ESTEE COS INC
CL A
518439104
16426
64500
SH
SOLE
64500
0
0
LEGGETT & PLATT INC
COM
524660107
6916
200000
SH
Put
SOLE
200000
0
0
LIBERTY MEDIA CORP DEL
COM C BRAVES GRP
531229888
2448
102000
SH
SOLE
102000
0
0
LINDE PLC
SHS
G5494J103
21316
74135
SH
SOLE
74135
0
0
LOCKHEED MARTIN CORP
COM
539830109
19558
45487
SH
SOLE
45487
0
0
LOUISIANA PAC CORP
COM
546347105
22627
431738
SH
SOLE
431738
0
0
MATCH GROUP INC NEW
COM
57667L107
14809
212500
SH
SOLE
212500
0
0
MATTEL INC
COM
577081102
30547
1368000
SH
SOLE
1368000
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
67903
732500
SH
SOLE
732500
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
5794
62500
SH
Call
SOLE
62500
0
0
NIKE INC
CL B
654106103
15330
150000
SH
Call
SOLE
150000
0
0
NIKE INC
CL B
654106103
2354
23036
SH
SOLE
23036
0
0
NORTHROP GRUMMAN CORP
COM
666807102
6424
13424
SH
SOLE
13424
0
0
NUTRIEN LTD
COM
67077M108
20559
257982
SH
SOLE
257982
0
0
NVENT ELECTRIC PLC
SHS
G6700G107
1630
52024
SH
SOLE
52024
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
133
210
SH
SOLE
210
0
0
OVERSTOCK COM INC DEL
COM
690370101
1523
60881
SH
SOLE
60881
0
0
PARKER-HANNIFIN CORP
COM
701094104
7382
30000
SH
Call
SOLE
30000
0
0
PARKER-HANNIFIN CORP
COM
701094104
2413
9808
SH
SOLE
9808
0
0
PATHFINDER ACQUISITION -CL A
COM
00BM9JB75
932
95000
SH
SOLE
95000
0
0
PERIPHAS CAPITAL PARTNERING
COM CL A
713895100
8582
350000
SH
SOLE
350000
0
0
POLARIS INC
COM
731068102
9928
100000
SH
SOLE
100000
0
0
PONTEM CORP-CLASS A
COM
00BNNF187
6895
700000
SH
SOLE
700000
0
0
PURECYCLE TECHNOLOGIES INC
COM
74623V103
3601
485358
SH
SOLE
485358
0
0
PVH CORPORATION
COM
693656100
3120
54831
SH
SOLE
54831
0
0
QUANTA SVCS INC
COM
74762E102
3486
27812
SH
SOLE
27812
0
0
QUANTA SVCS INC
COM
74762E102
6267
50000
SH
Call
SOLE
50000
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
26
6253
SH
SOLE
6253
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
4806
50000
SH
Call
SOLE
50000
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
8897
92575
SH
SOLE
92575
0
0
REGAL REXNORD CORPORATION
COM
758750103
5676
50000
SH
Call
SOLE
50000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
16986
100000
SH
Put
SOLE
100000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
59894
352608
SH
SOLE
352608
0
0
SAIA INC
COM
78709Y105
28200
150000
SH
Put
SOLE
150000
0
0
SCHLUMBERGER LTD
COM STK
806857108
1806
50500
SH
SOLE
50500
0
0
SCOTTS MIRACLE-GRO CO
CL A
810186106
3357
42500
SH
SOLE
42500
0
0
SEALED AIR CORP NEW
COM
81211K100
5772
100000
SH
SOLE
100000
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
34936
400000
SH
Call
SOLE
400000
0
0
SILGAN HOLDINGS INC
COM
827048109
2688
65000
SH
SOLE
65000
0
0
SIMPLY GOOD FOODS CO
COM
82900L102
32097
849800
SH
SOLE
849800
0
0
SKECHERS U S A INC
CL A
830566105
12453
350000
SH
Call
SOLE
350000
0
0
SKECHERS U S A INC
CL A
830566105
2669
75000
SH
SOLE
75000
0
0
SOCIEDAD QUIMICA Y MINERA DE
SPON ADR SER B
833635105
8479
101509
SH
SOLE
101509
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
47156
125000
SH
Call
SOLE
125000
0
0
SPDR SER TR
S&P HOMEBUILD
78464A888
1368
25000
SH
Call
SOLE
25000
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
12303
150000
SH
Call
SOLE
150000
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
34202
417000
SH
SOLE
417000
0
0
SPIRIT AEROSYSTEMS HLDGS INC
COM CL A
848574109
4395
150000
SH
Call
SOLE
150000
0
0
SPORTSTEK ACQUISITION CORP
COM CL A
849196100
1956
200000
SH
SOLE
200000
0
0
STANLEY BLACK & DECKER INC
COM
854502101
3146
30000
SH
Call
SOLE
30000
0
0
STELCO HOLDINGS INC
COM
858522105
12910
516423
SH
SOLE
516423
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
27569
225000
SH
SOLE
225000
0
0
TECK RESOURCES LTD
CL B
878742204
18801
615000
SH
SOLE
615000
0
0
TECK RESOURCES LTD
CL B
878742204
18342
600000
SH
Call
SOLE
600000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
5089
13567
SH
SOLE
13567
0
0
TEXTRON INC
COM
883203101
6107
100000
SH
Call
SOLE
100000
0
0
THOR INDS INC
COM
885160101
7473
100000
SH
Put
SOLE
100000
0
0
TIMKENSTEEL CORPORATION
COM
887399103
25685
1372791
SH
SOLE
1372791
0
0
TRANE TECHNOLOGIES PLC
COM
00BK9ZQ96
5195
40000
SH
SOLE
40000
0
0
TRANSDIGM GROUP INC
COM
893641100
2917
5436
SH
SOLE
5436
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
45635
250000
SH
Put
SOLE
250000
0
0
UNITED RENTALS INC
COM
911363109
9716
40000
SH
Call
SOLE
40000
0
0
UNITED RENTALS INC
COM
911363109
1899
7816
SH
SOLE
7816
0
0
VALE S A
SPONSORED ADS
91912E105
4389
300000
SH
Call
SOLE
300000
0
0
VALVOLINE INC
COM
92047W101
262
9100
SH
Call
SOLE
9100
0
0
VALVOLINE INC
COM
92047W101
5766
200000
SH
SOLE
200000
0
0
VECTOIQ ACQUISITION CORP II
COM CL A
92244F109
2455
250000
SH
SOLE
250000
0
0
VISA INC
COM CL A
92826C839
19689
100000
SH
SOLE
100000
0
0
WASTE CONNECTIONS INC
COM
94106B101
7991
64466
SH
SOLE
64466
0
0
WESCO INTL INC
COM
95082P105
1520
14192
SH
SOLE
14192
0
0
WESCO INTL INC
COM
95082P105
5355
50000
SH
Call
SOLE
50000
0
0
WEST FRASER TIMBER CO LTD
COM
952845105
51252
667981
SH
SOLE
667981
0
0
WESTLAKE CORPORATION
COM
960413102
16173
164997
SH
SOLE
164997
0
0
WINGSTOP INC
COM
974155103
14356
192000
SH
SOLE
192000
0
0
ZURN WATER SOLUTIONS CORP
COM
98983L108
3814
140000
SH
SOLE
140000
0
0
ZURN WATER SOLUTIONS CORP
COM
98983L108
2724
100000
SH
Call
SOLE
100000
0
0