13F HOLDINGS REPORT
Soapstone Management L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001398344-25-002908
Total Value
$106.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 73,750 | $16.2M | 15.20% |
| 2 | CONSTELLIUM SE | CSTM | 1,539,957 | $15.8M | 14.86% |
| 3 | VAIL RESORTS INC | MTN | 78,750 | $14.8M | 13.87% |
| 4 | HDFC BANK LTD | HDB | 185,000 | $11.8M | 11.10% |
| 5 | AMERICAN WTR WKS CO INC NEW | 030420103 | 91,250 | $11.4M | 10.67% |
| 6 | LEIDOS HOLDINGS INC | LDOS | 37,500 | $5.4M | 5.08% |
| 7 | OLIN CORP | OLN | 150,000 | $5.1M | 4.76% |
| 8 | CONSTELLATION ENERGY CORP | CEG | 21,750 | $4.9M | 4.57% |
| 9 | AGNICO EAGLE MINES LTD | AEM | 58,750 | $4.6M | 4.32% |
| 10 | CITIZENS FINL GROUP INC | CIA | 100,000 | $4.4M | 4.11% |
| 11 | NEWMONT CORP | NEMCL | 115,000 | $4.3M | 4.02% |
| 12 | DARLING INGREDIENTS INC | DAR | 108,750 | $3.7M | 3.44% |
| 13 | BUILDERS FIRSTSOURCE INC | BLDR | 15,000 | $2.1M | 2.01% |
| 14 | NEOGEN CORP | NEOG | 100,000 | $1.2M | 1.14% |
| 15 | EQUITABLE HLDGS INC | EQH-PC | 18,750 | $884,813 | 0.83% |