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Equibles

SCOPUS ASSET MANAGEMENT, L.P.

Position in MAS — Masco Corp /De/

CIK 1317583 NEW YORK, NY
Back to MAS Full portfolio

Position in MAS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,858,640
+$2,925,564 QoQ
Shares Held
72,000
+48.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#187
of 920 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MAS Over Time

Shares Held

Position Value (USD)

Derivatives in MAS

reported options exposure · as of Jun 30, 2026
CallValue
$4,882,200
CallShares
60,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Building Products & Equipment

Industrials · as of Jun 30, 2026

SCOPUS ASSET MANAGEMENT, L.P. holds $126,618,985 across 6 Building Products & Equipment names. MAS ranks #6 (4.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AWI
Armstrong World Industries Inc
 230,000 $36,896,600
2 JCI
Johnson Controls International plc
 230,726 $33,711,375
3 WMS
Advanced Drainage Systems, Inc.
 166,227 $26,090,989
4 CARR
CARRIER GLOBAL Corp
 219,678 $16,113,381
5 OC
Owens Corning
 50,000 $7,948,000
6 MAS
Masco Corp /De/
This page 		72,000 $5,858,640

All Filings in MAS

Export CSV
46 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,858,640 72,000
2026-06-30 $4,882,200 60,000
2026-03-31 $2,414,800 40,000
2026-03-31 $2,933,076 48,585
2025-12-31 $4,847,772 76,391
2025-12-31 $6,346,000 100,000
2025-12-31 $1,903,800 30,000
2025-09-30 $24,636,500 350,000
2025-09-30 $2,815,600 40,000
2025-09-30 $8,634,670 122,669
2025-06-30 $1,973,856 30,669
2025-03-31 $2,781,600 40,000
2025-03-31 $7,192,035 103,423
2025-03-31 $6,954,000 100,000
2024-12-31 $10,885,500 150,000
2024-12-31 $3,695,046 50,917
2024-12-31 $4,354,200 60,000
2024-09-30 $8,394,000 100,000
2024-09-30 $14,077,913 167,714
2024-09-30 $5,036,400 60,000
2024-06-30 $9,119,722 136,789
2024-06-30 $6,667,000 100,000
2024-03-31 $7,888,000 100,000
2024-03-31 $23,489,596 297,789
2024-03-31 $19,720,000 250,000
2023-12-31 $23,026,987 343,789
2023-12-31 $10,047,000 150,000
2023-12-31 $6,698,000 100,000
2023-09-30 $12,496,022 233,789
2023-06-30 $4,590,400 80,000
2022-03-31 $3,060,000 60,000
2021-12-31 $15,256,839 217,272
2021-12-31 $7,022,000 100,000
2021-12-31 $2,808,800 40,000
2021-09-30 $1,944,250 35,000
2021-09-30 $8,082,913 145,507
2021-06-30 $12,389,185 210,307
2021-03-31 $10,084,105 168,349
2021-03-31 $1,797,000 30,000
2020-12-31 $1,647,900 30,000
2020-12-31 $7,466,140 135,921
2020-09-30 $25,686,224 465,921
2020-09-30 $5,513,000 100,000
2020-06-30 $7,531,500 150,000
2020-06-30 $21,653,564 431,260
2020-03-31 $9,736,502 281,646