13F HOLDINGS REPORT
Soapstone Management L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001398344-25-009640
Total Value
$128.0M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 100,000 | $19.0M | 14.86% |
| 2 | AMERICAN WTR WKS CO INC NEW | 030420103 | 125,000 | $18.4M | 14.41% |
| 3 | PUBLIC STORAGE OPER CO | PSA-PS | 53,750 | $16.1M | 12.57% |
| 4 | CONSTELLIUM SE | CSTM | 1,577,199 | $15.9M | 12.43% |
| 5 | VAIL RESORTS INC | MTN | 81,250 | $13.0M | 10.16% |
| 6 | CITIZENS FINL GROUP INC | CIA | 300,000 | $12.3M | 9.60% |
| 7 | HDFC BANK LTD | HDB | 175,000 | $11.6M | 9.08% |
| 8 | LEIDOS HOLDINGS INC | LDOS | 37,500 | $5.1M | 3.95% |
| 9 | AGNICO EAGLE MINES LTD | AEM | 40,000 | $4.3M | 3.39% |
| 10 | OLIN CORP | OLN | 150,000 | $3.6M | 2.84% |
| 11 | NEWMONT CORP | NEMCL | 68,750 | $3.3M | 2.59% |
| 12 | CONSTELLATION ENERGY CORP | CEG | 12,500 | $2.5M | 1.97% |
| 13 | BUILDERS FIRSTSOURCE INC | BLDR | 15,000 | $1.9M | 1.46% |
| 14 | NEOGEN CORP | NEOG | 100,000 | $867,000 | 0.68% |