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

SCOPUS ASSET MANAGEMENT, L.P. held 383,877 NXT 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 383,877 shares

   Change vs previous 13F +242,627 shares

   1.08% of the 13F portfolio, value $45,735,106.

   13F-HR 0001104659-26-097062 filed by SCOPUS ASSET MANAGEMENT, L.P.
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 141,250 shares

   Change vs previous 13F -203,563 shares

   0.53% of the 13F portfolio, value $17,027,688.

   13F-HR 0001104659-26-062463 filed by SCOPUS ASSET MANAGEMENT, L.P.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 344,813 shares

   Change vs previous 13F -128,657 shares

   0.84% of the 13F portfolio, value $30,036,660.

   13F-HR 0001104659-26-016346 filed by SCOPUS ASSET MANAGEMENT, L.P.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 473,470 shares

   Change vs previous 13F +291,000 shares

   0.83% of the 13F portfolio, value $35,032,045.

   13F-HR 0001104659-25-112454 filed by SCOPUS ASSET MANAGEMENT, L.P.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 182,470 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $9,920,894.

   13F-HR 0001104659-25-078580 filed by SCOPUS ASSET MANAGEMENT, L.P.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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