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SCOPUS ASSET MANAGEMENT, L.P.: ESI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCOPUS ASSET MANAGEMENT, L.P. on ESI, newest first. How the timeline and the estimate are built.

SCOPUS ASSET MANAGEMENT, L.P. held 3,007,366 ESI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,007,366 shares
    Change vs previous 13F -95,000 shares

    3.38% of the 13F portfolio, value $143,601,727.

    13F-HR 0001104659-26-097062 filed by SCOPUS ASSET MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,102,366 shares
    Change vs previous 13F -217,861 shares

    3.32% of the 13F portfolio, value $105,914,775.

    13F-HR 0001104659-26-062463 filed by SCOPUS ASSET MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,320,227 shares
    Change vs previous 13F +345,000 shares

    2.31% of the 13F portfolio, value $82,972,473.

    13F-HR 0001104659-26-016346 filed by SCOPUS ASSET MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,975,227 shares
    Change vs previous 13F -450,929 shares

    1.78% of the 13F portfolio, value $74,886,464.

    13F-HR 0001104659-25-112454 filed by SCOPUS ASSET MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,426,156 shares
    Change vs previous 13F +1,365,691 shares

    2.08% of the 13F portfolio, value $77,602,433.

    13F-HR 0001104659-25-078580 filed by SCOPUS ASSET MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,060,465 shares
    Change vs previous 13F +174,778 shares

    1.69% of the 13F portfolio, value $46,587,114.

    13F-HR 0001104659-25-049401 filed by SCOPUS ASSET MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,885,687 shares
    Change vs previous 13F -142,150 shares

    1.77% of the 13F portfolio, value $47,953,020.

    13F-HR 0001104659-25-014052 filed by SCOPUS ASSET MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,027,837 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $55,076,053.

    13F-HR 0001104659-24-118890 filed by SCOPUS ASSET MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).