Scopus Asset Management, L.p. Buys Union Pacific Corp, Lyft Inc, JB Hunt Transport Services Inc, Sells Vulcan Materials Co, Amazon.com Inc, Visa Inc

• New Purchases: UNP, LYFT, ITW, HUBG, SFIX, NFLX, R, SWK, STLD, GIII, CAT, UBER, BIG, EL, ROK, PPG, GDI, PCAR, LII, DG, TDG, TKR, BBY, BWA, GE, MTOR, LMT, NGVT, UNVR, JCI, CACI, HAL, PVH, WRK, PTON, OEC, FBM, SPCE, APTV, KBR, SNDR, WMS, AXE, DSGX, IAA, LKQ,
• Added Positions: JBHT, ITT, MT, BABA, FBHS, CLH, MLM, PYPL, SUM, CFX, ACM, GES, AZO, GPK, NKE, KEX, J, MTZ, AAN, ESI, FOE, CMC, HUBB, HSC, PTEN, LPX, USX,
• Reduced Positions: BA, KSU, HEI, BURL, MTCH, FWRD, ATVI, UTX, AME, TPX, TDY, NOC, LSTR, LHX, VFC, EMR, DOW, DOV, ROST, MAS, HUN, DD, UPS, SHW, ARNC, FMC, DE, FDX, GRA, HON, WCN, RS, CVTI, URI, LIN, CF,
• Sold Out: VMC, AMZN, V, DHR, FB, DLTR, WM, LULU, CSTM, PLCE, RTN, TGT, EYE, INT, ROP, TTD, EA, ALV, TSN, ARCH, EMN, ARCB, ECHO, SAIA, LYB, SKX, XOP, XLE, VNTR, USAK,

For the details of SCOPUS ASSET MANAGEMENT, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/scopus+asset+management%2C+l.p./current-portfolio/portfolio

1. Union Pacific Corp (UNP) - 440,000 shares, 2.62% of the total portfolio. New Position
2. Jacobs Engineering Group Inc (J) - 876,942 shares, 2.60% of the total portfolio. Shares added by 8.25%
3. JB Hunt Transport Services Inc (JBHT) - 646,197 shares, 2.49% of the total portfolio. Shares added by 164.86%
4. Linde PLC (LIN) - 316,629 shares, 2.22% of the total portfolio. Shares reduced by 2%
5. Masco Corp (MAS) - 1,355,468 shares, 2.14% of the total portfolio. Shares reduced by 16.73%

Scopus Asset Management, L.p. initiated holding in Union Pacific Corp. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $184.00. The impact to a portfolio due to this purchase was 2.62%. The holding were 440,000 shares as of .

Scopus Asset Management, L.p. initiated holding in Lyft Inc. The purchase prices were between $37.7 and $49.37, with an estimated average price of $44.02. The stock is now traded at around $44.69. The impact to a portfolio due to this purchase was 1.83%. The holding were 1,288,357 shares as of .

Scopus Asset Management, L.p. initiated holding in Illinois Tool Works Inc. The purchase prices were between $146.4 and $181.28, with an estimated average price of $169.96. The stock is now traded at around $187.86. The impact to a portfolio due to this purchase was 1.5%. The holding were 252,601 shares as of .

Scopus Asset Management, L.p. initiated holding in Hub Group Inc. The purchase prices were between $45.8 and $52.38, with an estimated average price of $49.57. The stock is now traded at around $55.51. The impact to a portfolio due to this purchase was 1.39%. The holding were 820,510 shares as of .

Scopus Asset Management, L.p. initiated holding in Stitch Fix Inc. The purchase prices were between $17.89 and $27.55, with an estimated average price of $23.34. The stock is now traded at around $26.63. The impact to a portfolio due to this purchase was 1.25%. The holding were 1,475,000 shares as of .

Scopus Asset Management, L.p. initiated holding in Netflix Inc. The purchase prices were between $266.69 and $336.9, with an estimated average price of $297.76. The stock is now traded at around $380.40. The impact to a portfolio due to this purchase was 1.07%. The holding were 100,000 shares as of .

Scopus Asset Management, L.p. added to a holding in JB Hunt Transport Services Inc by 164.86%. The purchase prices were between $105.99 and $120.66, with an estimated average price of $115.03. The stock is now traded at around $110.07. The impact to a portfolio due to this purchase was 1.55%. The holding were 646,197 shares as of .

Scopus Asset Management, L.p. added to a holding in ITT Inc by 101.44%. The purchase prices were between $55.2 and $74.16, with an estimated average price of $66.75. The stock is now traded at around $69.40. The impact to a portfolio due to this purchase was 0.89%. The holding were 724,233 shares as of .

Scopus Asset Management, L.p. added to a holding in ArcelorMittal SA by 750.00%. The purchase prices were between $12.83 and $18.51, with an estimated average price of $16.29. The stock is now traded at around $17.34. The impact to a portfolio due to this purchase was 0.86%. The holding were 1,700,000 shares as of .

Scopus Asset Management, L.p. added to a holding in Alibaba Group Holding Ltd by 239.07%. The purchase prices were between $161.93 and $216.38, with an estimated average price of $188.59. The stock is now traded at around $219.63. The impact to a portfolio due to this purchase was 0.74%. The holding were 150,000 shares as of .

Scopus Asset Management, L.p. added to a holding in Fortune Brands Home & Security Inc by 236.39%. The purchase prices were between $54.44 and $65.98, with an estimated average price of $61.75. The stock is now traded at around $72.99. The impact to a portfolio due to this purchase was 0.72%. The holding were 474,098 shares as of .

Scopus Asset Management, L.p. added to a holding in Clean Harbors Inc by 157.97%. The purchase prices were between $72.13 and $86.86, with an estimated average price of $81.48. The stock is now traded at around $86.90. The impact to a portfolio due to this purchase was 0.62%. The holding were 361,155 shares as of .

Scopus Asset Management, L.p. sold out a holding in Vulcan Materials Co. The sale prices were between $136.44 and $148.5, with an estimated average price of $143.06.

Scopus Asset Management, L.p. sold out a holding in Amazon.com Inc. The sale prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74.

Scopus Asset Management, L.p. sold out a holding in Visa Inc. The sale prices were between $169.83 and $189.39, with an estimated average price of $180.44.

Scopus Asset Management, L.p. sold out a holding in Danaher Corp. The sale prices were between $133.47 and $153.48, with an estimated average price of $142.78.

Scopus Asset Management, L.p. sold out a holding in Facebook Inc. The sale prices were between $174.6 and $208.1, with an estimated average price of $194.27.

Scopus Asset Management, L.p. sold out a holding in Dollar Tree Inc. The sale prices were between $88.65 and $118.44, with an estimated average price of $104.48.