Soapstone Management L.P.
- SEC CIK
- 0001726948
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 13
- +1 vs. Q1 2026
- Portfolio value
- $137.5M
- −$2.90M (−2.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AGIAlamos Gold Inc | Stock | 1,000,000 | $30.3M | 22.1% | +250,000+33.3% | Added | History |
| PSAPublic Storage | COM | 57,500 | $18.3M | 13.3% | −17,500−23.3% | Reduced | History |
| COOCooper Companies, Inc. | COM | 225,000 | $16.1M | 11.7% | +225,000 | New | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 525,000 | $13.6M | 9.9% | +275,000+110.0% | Added | History |
| SCHWSchwab Charles Corp | Stock | 143,750 | $13.3M | 9.6% | +143,750 | New | History |
| BDXBecton Dickinson & Co | Stock | 85,000 | $12.9M | 9.4% | +36,250+74.4% | Added | History |
| POSTPost Holdings, Inc. | COM | 108,750 | $9.60M | 7.0% | +108,750 | New | History |
| CSTMConstellium SE | CL A SHS | 200,000 | $6.37M | 4.6% | −600,000−75.0% | Reduced | History |
| TFXTeleflex Inc | COM | 50,000 | $6.34M | 4.6% | −68,750−57.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 20,000 | $4.77M | 3.5% | −3,500−14.9% | Reduced | History |
| LDOSLeidos Holdings, Inc. | COM | 25,000 | $2.57M | 1.9% | +25,000 | New | History |
| MTNVail Resorts Inc | COM | 15,000 | $2.04M | 1.5% | −65,000−81.3% | Reduced | History |
| BLDRBuilders FirstSource, Inc. | Stock | 15,000 | $1.34M | 1.0% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.