SCOPUS ASSET MANAGEMENT, L.P.

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, SCOPUS ASSET MANAGEMENT, L.P. maintained a portfolio of 364 distinct positions. The most significant new addition to the portfolio was S&P GLOBAL INC, which now represents 1.45% of the total fund value. They heavily accumulated shares in META PLATFORMS INC, increasing their position by 15.3%. Conversely, SCOPUS ASSET MANAGEMENT, L.P. completely exited their position in INVESCO QQQ TR.
PCA Score Concentration Risk
Risk ENB
Total Positions
364
Quarter
2025 Q4
Top Holding
META (1.7%)
Top 10 Concentration
14.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 364
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
META
META PLATFORMS ...
Communication Services 1.71% 1.37% #1 3
Prev: #4
2.7 21,000 15.3%
P
S
158,500 $104,624,265 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.70% 1.24% #2 6
Prev: #8
2.7 36,200 8.7%
P
S
451,100 $104,122,902 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRH
CRH PLC
Basic Materials 1.64% 1.28% #3 4
Prev: #7
2.7 17,300 2.2%
P
S
802,596 $100,163,981 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 1.45% #4
Prev: #—
2.6 170,000 no change
NEW
170,000 $88,840,300 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PFGC
PERFORMANCE FOO...
Consumer Defensive 1.44% 1.33% #5
Prev: #5
2.6 40,000 4.3%
P
S
978,500 $87,986,720 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ESI
ELEMENT SOLUTIO...
Basic Materials 1.36% 1.02% #6 12
Prev: #18
2.6 345,000 11.6%
P
S
3,320,227 $82,972,473 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DASH
DOORDASH INC
Consumer Cyclical 1.23% 0.86% #7 22
Prev: #29
2.6 100,000 43.1%
P
S
332,250 $75,247,980 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
Linde PLC
CALL
CALL Option 1.22% #8
Prev: #—
2.5 175,000 no change
NEW
175,000 $74,618,250 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
CALL
CALL Option 1.22% 0.58% #9 51
Prev: #60
2.6 40,000 44.4%
P
S
130,000 $74,473,100 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
CALL
CALL Option 1.19% 0.75% #10 27
Prev: #37
2.6 35,000 46.7%
P
S
110,000 $72,609,900 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MMM
3M CO
Industrials 1.18% 0.69% #11 32
Prev: #43
2.6 124,704 38.3%
P
S
450,631 $72,146,023 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PH
PARKER HANNIFIN...
CALL
CALL Option 1.15% 0.82% #12 18
Prev: #30
0.5 no change no change
P
S
80,000 $70,316,800 2011 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
USFD
US FOODS HLDG C...
Consumer Defensive 1.15% #13
Prev: #—
2.5 930,000 no change
NEW
930,000 $70,047,600 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MCO
MOODYS CORP
Financial Services 1.11% #14
Prev: #—
2.4 132,500 no change
NEW
132,500 $67,687,625 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AMER SPORTS INC
Unknown 1.07% 0.75% #15 23
Prev: #38
2.5 177,750 11.2%
P
S
1,759,750 $65,726,663 13F Filing 2025-12-31 2026-02-14 (Est.)
DKS
DICKS SPORTING ...
Consumer Cyclical 1.01% #16
Prev: #—
2.4 312,163 no change
NEW
312,163 $61,798,909 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RBLX
ROBLOX CORP
Communication Services 0.99% 0.94% #17 8
Prev: #25
2.5 250,600 50.2%
P
S
750,000 $60,772,500 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
CALL
CALL Option 0.95% 0.71% #18 22
Prev: #40
2.5 25,000 33.3%
P
S
100,000 $58,071,000 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP
Communication Services 0.95% 1.18% #19 9
Prev: #10
0.5 -34,850 -28.8%
P
S
86,150 $58,049,593 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
Linde PLC
PUT
PUT Option 0.94% #20
Prev: #—
2.4 135,000 no change
NEW
135,000 $57,562,650 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DASH
DOORDASH INC
CALL
CALL Option 0.93% 0.30% #21 94
Prev: #115
2.7 170,000 212.5%
P
S
250,000 $56,620,000 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRH
CRH PLC
PUT
PUT Option 0.92% 0.33% #22 88
Prev: #110
2.7 250,000 125.0%
P
S
450,000 $56,160,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CELH
CELSIUS HLDGS I...
Consumer Defensive 0.92% 0.77% #23 11
Prev: #34
2.4 237,028 24.0%
P
S
1,224,000 $55,985,760 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JCI
JOHNSON CTLS IN...
CALL
CALL Option 0.90% 0.76% #24 11
Prev: #35
0.4 -50,000 -9.8%
P
S
460,000 $55,085,000 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FIVE
FIVE BELOW INC
Consumer Cyclical 0.89% 0.82% #25 6
Prev: #31
0.4 -100,225 -25.7%
P
S
289,025 $54,440,749 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
PUT
PUT Option 0.00% 1.83%
Sold All 😨
(Was: #1)
0.3 -225,000 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.00% 1.58%
Sold All 😨
(Was: #2)
0.3 -167,225 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CVNA
CARVANA CO
Consumer Cyclical 0.00% 1.44%
Sold All 😨
(Was: #3)
0.3 -281,900 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SYY
SYSCO CORP
Consumer Defensive 0.00% 1.18%
Sold All 😨
(Was: #9)
0.3 -1,057,500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.00% 1.09%
Sold All 😨
(Was: #13)
0.3 -525,000 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ITB
ISHARES U.S. HO...
ETF 0.00% 1.08%
Sold All 😨
(Was: #15)
0.3 -740,829 -100.0%
CLOSED
$— 2013 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP
PUT
PUT Option 0.00% 0.98%
Sold All 😨
(Was: #20)
0.3 -100,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
PUT
PUT Option 0.00% 0.90%
Sold All 😨
(Was: #27)
0.3 -100,000 -100.0%
CLOSED
$— 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ON HOLDING AG-C...
CALL
CALL Option 0.00% 0.86%
Sold All 😨
(Was: #28)
0.3 -1,500,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
MKC
MCCORMICK & CO ...
Consumer Defensive 0.00% 0.80%
Sold All 😨
(Was: #32)
0.3 -885,250 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AMER SPORTS INC
CALL
CALL Option 0.00% 0.78%
Sold All 😨
(Was: #33)
0.3 -1,660,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
LNG
CHENIERE ENERGY...
Energy 0.00% 0.73%
Sold All 😨
(Was: #39)
0.3 -227,982 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC
Basic Materials 0.00% 0.71%
Sold All 😨
(Was: #41)
0.3 -110,012 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SMURFIT WESTROC...
Unknown 0.00% 0.66%
Sold All 😨
(Was: #45)
0.3 -1,150,310 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.00% 0.65%
Sold All 😨
(Was: #48)
0.3 -39,720 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PFGC
PERFORMANCE FOO...
CALL
CALL Option 0.00% 0.64%
Sold All 😨
(Was: #49)
0.3 -450,000 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
ADIDAS AG
Unknown 0.00% 0.63%
Sold All 😨
(Was: #50)
0.3 -222,100 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP
CALL
CALL Option 0.00% 0.63%
Sold All 😨
(Was: #51)
0.3 -65,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BBY
BEST BUY CO INC
Consumer Cyclical 0.00% 0.62%
Sold All 😨
(Was: #52)
0.3 -602,000 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EBAY
EBAY INC.
PUT
PUT Option 0.00% 0.62%
Sold All 😨
(Was: #53)
0.3 -500,000 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BKNG
BOOKING HOLDING...
CALL
CALL Option 0.00% 0.59%
Sold All 😨
(Was: #58)
0.3 -8,000 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Z
ZILLOW GROUP IN...
Communication Services 0.00% 0.57%
Sold All 😨
(Was: #63)
0.3 -546,900 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
PUT
PUT Option 0.00% 0.54%
Sold All 😨
(Was: #66)
0.3 -280,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CVNA
CARVANA CO
PUT
PUT Option 0.00% 0.51%
Sold All 😨
(Was: #68)
0.3 -100,000 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DECK
DECKERS OUTDOOR...
Consumer Cyclical 0.00% 0.50%
Sold All 😨
(Was: #71)
0.3 -365,000 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
PUT
PUT Option 0.00% 0.50%
Sold All 😨
(Was: #72)
0.3 -50,000 -100.0%
CLOSED
$— 2014 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ABNB
AIRBNB INC
PUT
PUT Option 0.00% 0.49%
Sold All 😨
(Was: #76)
0.3 -300,000 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.00% 0.49%
Sold All 😨
(Was: #77)
0.3 -70,250 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES TR
PUT
PUT Option 0.00% 0.49%
Sold All 😨
(Was: #78)
0.3 -150,000 -100.0%
CLOSED
$— 2010 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SMH
VANECK ETF TRUS...
PUT
PUT Option 0.00% 0.44%
Sold All 😨
(Was: #85)
0.3 -100,000 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PINS
PINTEREST INC
PUT
PUT Option 0.00% 0.41%
Sold All 😨
(Was: #88)
0.3 -950,000 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Basic Materials 0.00% 0.41%
Sold All 😨
(Was: #90)
0.3 -385,783 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MDLZ
MONDELEZ INTL I...
Consumer Defensive 0.00% 0.40%
Sold All 😨
(Was: #91)
0.3 -475,000 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RBLX
ROBLOX CORP
CALL
CALL Option 0.00% 0.38%
Sold All 😨
(Was: #99)
0.3 -200,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RPM
RPM INTL INC
Basic Materials 0.00% 0.34%
Sold All 😨
(Was: #106)
0.3 -210,000 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RKT
ROCKET COS INC
PUT
PUT Option 0.00% 0.30%
Sold All 😨
(Was: #111)
0.3 -1,150,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NXT
NEXTRACKER INC
PUT
PUT Option 0.00% 0.30%
Sold All 😨
(Was: #112)
0.3 -300,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BOOT
BOOT BARN HLDGS...
Consumer Cyclical 0.00% 0.29%
Sold All 😨
(Was: #116)
0.3 -130,175 -100.0%
CLOSED
$— 2017 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FCX
FREEPORT MCMORA...
CALL
CALL Option 0.00% 0.29%
Sold All 😨
(Was: #117)
0.3 -550,000 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RKT
ROCKET COS INC
CALL
CALL Option 0.00% 0.28%
Sold All 😨
(Was: #121)
0.3 -1,050,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MUSA
MURPHY USA INC
CALL
CALL Option 0.00% 0.26%
Sold All 😨
(Was: #124)
0.3 -50,000 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
CALL
CALL Option 0.00% 0.24%
Sold All 😨
(Was: #132)
0.3 -60,000 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
SAFRAN SA
CALL
CALL Option 0.00% 0.24%
Sold All 😨
(Was: #134)
0.3 -50,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
RDDT
REDDIT INC
PUT
PUT Option 0.00% 0.23%
Sold All 😨
(Was: #135)
0.3 -75,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCK
CROWN HLDGS INC
Consumer Cyclical 0.00% 0.23%
Sold All 😨
(Was: #136)
0.3 -178,482 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CEG
CONSTELLATION E...
PUT
PUT Option 0.00% 0.22%
Sold All 😨
(Was: #144)
0.3 -50,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SN
SHARKNINJA INC
CALL
CALL Option 0.00% 0.21%
Sold All 😨
(Was: #151)
0.3 -150,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIVE
FIVE BELOW INC
CALL
CALL Option 0.00% 0.21%
Sold All 😨
(Was: #152)
0.3 -100,000 -100.0%
CLOSED
$— 2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BBY
BEST BUY INC
CALL
CALL Option 0.00% 0.21%
Sold All 😨
(Was: #156)
0.3 -200,000 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ETN
EATON CORP PLC
PUT
PUT Option 0.00% 0.20%
Sold All 😨
(Was: #157)
0.3 -40,000 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RRX
REGAL REXNORD C...
CALL
CALL Option 0.00% 0.19%
Sold All 😨
(Was: #160)
0.3 -100,000 -100.0%
CLOSED
$— 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MUSA
MURPHY USA INC
Consumer Cyclical 0.00% 0.18%
Sold All 😨
(Was: #167)
0.3 -34,549 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCCF
CAPSTONE COPPER...
CALL
CALL Option 0.00% 0.17%
Sold All 😨
(Was: #171)
0.3 -1,500,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KSS
KOHLS CORP
PUT
PUT Option 0.00% 0.17%
Sold All 😨
(Was: #177)
0.3 -800,000 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
Technology 0.00% 0.17%
Sold All 😨
(Was: #180)
0.3 -40,994 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
URNM
SPROTT FDS TR
CALL
CALL Option 0.00% 0.16%
Sold All 😨
(Was: #181)
0.3 -200,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FCX
FREEPORT MCMORA...
Basic Materials 0.00% 0.15%
Sold All 😨
(Was: #185)
0.3 -285,483 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VLTO
VERALTO CORP
Industrials 0.00% 0.14%
Sold All 😨
(Was: #189)
0.3 -100,000 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DECK
DECKERS OUTDOOR...
CALL
CALL Option 0.00% 0.14%
Sold All 😨
(Was: #193)
0.3 -100,000 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP
PUT
PUT Option 0.00% 0.13%
Sold All 😨
(Was: #196)
0.3 -50,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHW
SCHWAB CHARLES ...
Financial Services 0.00% 0.13%
Sold All 😨
(Was: #198)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ENTG
ENTEGRIS INC
CALL
CALL Option 0.00% 0.13%
Sold All 😨
(Was: #203)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESI
ELEMENT SOLUTIO...
PUT
PUT Option 0.00% 0.12%
Sold All 😨
(Was: #205)
0.3 -350,000 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RSG
REPUBLIC SVCS I...
Industrials 0.00% 0.12%
Sold All 😨
(Was: #206)
0.3 -38,156 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OC
OWENS CORNING N...
Industrials 0.00% 0.11%
Sold All 😨
(Was: #214)
0.3 -57,100 -100.0%
CLOSED
$— 2010 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
URNM
SPROTT URANIUM ...
ETF 0.00% 0.10%
Sold All 😨
(Was: #218)
0.3 -120,195 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ENPH
ENPHASE ENERGY ...
CALL
CALL Option 0.00% 0.10%
Sold All 😨
(Was: #219)
0.3 -200,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SWK
STANLEY BLACK &...
Industrials 0.00% 0.08%
Sold All 😨
(Was: #227)
0.3 -75,000 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FBIN
FORTUNE BRANDS ...
CALL
CALL Option 0.00% 0.07%
Sold All 😨
(Was: #230)
0.3 -100,000 -100.0%
CLOSED
$— 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IR
INGERSOLL RAND ...
Industrials 0.00% 0.07%
Sold All 😨
(Was: #231)
0.3 -64,475 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NLR
VANECK ETF TRUS...
ETF 0.00% 0.07%
Sold All 😨
(Was: #236)
0.3 -37,264 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
AMG CRITICAL MA...
Unknown 0.00% 0.07%
Sold All 😨
(Was: #237)
0.3 -148,359 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
FAST
FASTENAL CO
CALL
CALL Option 0.00% 0.07%
Sold All 😨
(Was: #242)
0.3 -100,000 -100.0%
CLOSED
$— 2009 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
VIX
CALL
CALL Option 0.00% 0.07%
Sold All 😨
(Was: #243)
0.3 -300,000 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
RSG
REPUBLIC SVCS I...
PUT
PUT Option 0.00% 0.06%
Sold All 😨
(Was: #244)
0.3 -20,000 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZBRA
ZEBRA TECHNOLOG...
PUT
PUT Option 0.00% 0.06%
Sold All 😨
(Was: #245)
0.3 -15,000 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMR
NUSCALE PWR COR...
PUT
PUT Option 0.00% 0.05%
Sold All 😨
(Was: #258)
0.3 -100,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
M
MACYS INC
PUT
PUT Option 0.00% 0.05%
Sold All 😨
(Was: #259)
0.3 -200,000 -100.0%
CLOSED
$— 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORPORATION
PUT
PUT Option 0.00% 0.05%
Sold All 😨
(Was: #263)
0.3 -20,000 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RAL
RALLIANT CORP
Technology 0.00% 0.04%
Sold All 😨
(Was: #265)
0.3 -70,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FAST
FASTENAL CO
PUT
PUT Option 0.00% 0.04%
Sold All 😨
(Was: #268)
0.3 -60,000 -100.0%
CLOSED
$— 2009 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OKLO
OKLO INC
PUT
PUT Option 0.00% 0.04%
Sold All 😨
(Was: #270)
0.3 -25,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TOL
TOLL BROTHERS I...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #271)
0.3 -20,000 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
THS
TREEHOUSE FOODS...
CALL
CALL Option 0.00% 0.03%
Sold All 😨
(Was: #273)
0.3 -125,000 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IR
INGERSOLL RAND ...
PUT
PUT Option 0.00% 0.02%
Sold All 😨
(Was: #279)
0.3 -20,000 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RRX
REGAL REXNORD C...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #280)
0.3 -9,476 -100.0%
CLOSED
$— 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DE
DEERE & CO
Industrials 0.00% 0.02%
Sold All 😨
(Was: #281)
0.3 -2,735 -100.0%
CLOSED
$— 2006 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WAB
WABTEC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #283)
0.3 -4,596 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CSX
CSX CORP
PUT
PUT Option 0.00% 0.01%
Sold All 😨
(Was: #284)
0.3 -25,000 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FBIN
FORTUNE BRANDS ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #285)
0.3 -15,000 -100.0%
CLOSED
$— 2012 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AER
AERCAP HOLDINGS...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #286)
0.3 -4,428 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 364 holdings

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