SCOPUS ASSET MANAGEMENT, L.P. MUSA — MURPHY USA INC

Ownership history in SCOPUS ASSET MANAGEMENT, L.P.  ·  16 quarters on record

AI Ownership Summary

SCOPUS ASSET MANAGEMENT, L.P. reported MURPHY USA INC (MUSA) in 16 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.77% in 2024 Q2. The latest visible filing shows MUSA at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCOPUS ASSET MANAGEMENT, L.P.'s position in MURPHY USA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MUSA was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUSA stock page SCOPUS ASSET MANAGEMENT, L.P. fund profile SCOPUS ASSET MANAGEMENT, L.P. full holdings
How SCOPUS ASSET MANAGEMENT, L.P. held MUSA — position size vs. price
% of Fund (quarterly)    MUSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 50,000 +15,451 +44.7% 0.26% $19.4M 2025-11-14 $355.59
2025 Q3 REDUCED 49.9% +4.9% ❌ 34,549 -34,351 -49.9% 0.18% $13.4M 2025-11-14 $355.59
2025 Q2 REDUCED 35.6% -3.5% ✅ 68,900 -38,149 -35.6% 0.47% $28.0M 2025-08-14 $386.38
2025 Q2 ADDED — — — 107,049 +77,049 +256.8% 0.73% $43.5M 2025-08-14 $386.38
2025 Q1 REDUCED 56.3% -13.3% ✅ 30,000 -38,716 -56.3% 0.28% $14.1M 2025-05-15 $448.30
2025 Q1 ADDED — — — 68,716 +28,716 +71.8% 0.64% $32.3M 2025-05-15 $448.30
2024 Q4 REDUCED 11.0% -6.3% ✅ 40,000 -4,944 -11.0% 0.48% $20.1M 2025-02-14 $482.96
2024 Q4 ADDED — — — 44,944 +34,944 +349.4% 0.54% $22.6M 2025-02-14 $482.96
2024 Q3 REDUCED 85.1% +1.6% ❌ 10,000 -56,924 -85.1% 0.09% $4.9M 2024-11-14 $524.29
2024 Q3 REDUCED 18.3% +1.6% ❌ 66,924 -15,000 -18.3% 0.58% $33.0M 2024-11-14 $524.29
2024 Q2 ADDED — — — 81,924 +61,924 +309.6% 0.77% $38.5M 2024-08-14 $494.18
2024 Q2 REDUCED 37.0% +5.1% ❌ 20,000 -11,750 -37.0% 0.19% $9.4M 2024-08-14 $494.18
2024 Q1 ADDED — — — 31,750 +15,146 +91.2% 0.28% $13.3M 2024-05-15 $434.11
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUSA

As of 2026 Q1 — sorted by position size

RIHO Partners, LLC 13.23% SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 6.07% Horrell Capital Management, Inc. 3Y 7Y 5.03% Recurrent Investment Advisors LLC 3Y 4.33% Security National Bank 3Y 7Y 3.78% IPG Investment Advisors LLC 3Y 7Y 2.8% River Road Asset Management, LLC 3Y 7Y 2.22% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 1.87% VELA Investment Management, LLC 3Y 1.35% Encompass Capital Advisors LLC 3Y 7Y 1.33%

FAQ About SCOPUS ASSET MANAGEMENT, L.P. and MUSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCOPUS ASSET MANAGEMENT, L.P. reported owning MUSA?

SCOPUS ASSET MANAGEMENT, L.P. reported MUSA across 13 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported MUSA position in SCOPUS ASSET MANAGEMENT, L.P.'s portfolio?

The largest reported portfolio weight for MUSA was 0.77% in 2024 Q2.

What is the latest reported MUSA position on this page?

The most recent filing on this page is 2025 Q3, when SCOPUS ASSET MANAGEMENT, L.P. reported 50,000 shares, equal to 0.26% of portfolio, with an estimated market value of $19.4M.

What does the chart on this MUSA ownership page compare?

The chart compares SCOPUS ASSET MANAGEMENT, L.P.'s quarterly MUSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCOPUS ASSET MANAGEMENT, L.P. time their MUSA position?

Based on 13F filing dates vs. subsequent MUSA price moves, SCOPUS ASSET MANAGEMENT, L.P. correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on MUSA relative to SPY over the holding period was -12.7%.

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