Soapstone Management L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$140.4M
Q ending 2026-03-31
Prior quarter
$135.7M
Q ending 2025-12-31
Change
+3.5% QoQ · +9.7% YoY
Positions
12
reported holdings
Largest positions
All 12 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alamos Gold Inc | AGI | Shares | $33.3M | 750K |
| Public Storage Oper Co | PSA | Shares | $20.3M | 75K |
| Constellium Se | Shares | $19.7M | 800K | |
| Teleflex Incorporated | TFX | Shares | $14.2M | 119K |
| Citizens Finl Group Inc | CFG | Shares | $13.5M | 225K |
| Vail Resorts Inc | MTN | Shares | $10.3M | 80K |
| Becton Dickinson & Co | BDX | Shares | $7.7M | 49K |
| Angi Inc | ANGI | Shares | $6.8M | 1.0M |
| Hdfc Bank Ltd | HDB | Shares | $6.2M | 250K |
| Amazon Com Inc | AMZN | Shares | $4.9M | 24K |
| Workday Inc | WDAY | Shares | $2.3M | 18K |
| Builders Firstsource Inc | BLDR | Shares | $1.2M | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.