13F HOLDINGS REPORT
Soapstone Management L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001398344-25-015664
Total Value
$150.7M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CITIZENS FINL GROUP INC | CIA | 575,000 | $25.7M | 17.08% |
| 2 | CONSTELLIUM SE | CSTM | 1,776,559 | $23.6M | 15.68% |
| 3 | AMAZON COM INC | AMZN | 100,000 | $21.9M | 14.56% |
| 4 | PUBLIC STORAGE OPER CO | PSA-PS | 65,000 | $19.1M | 12.66% |
| 5 | AMERICAN WTR WKS CO INC NEW | 030420103 | 114,650 | $15.9M | 10.58% |
| 6 | VAIL RESORTS INC | MTN | 82,500 | $13.0M | 8.60% |
| 7 | SAIA INC | SAIA | 23,750 | $6.5M | 4.32% |
| 8 | LEIDOS HOLDINGS INC | LDOS | 37,500 | $5.9M | 3.93% |
| 9 | ALAMOS GOLD INC NEW | AGI | 219,423 | $5.8M | 3.87% |
| 10 | AGNICO EAGLE MINES LTD | AEM | 37,500 | $4.5M | 2.96% |
| 11 | OLIN CORP | OLN | 150,000 | $3.0M | 2.00% |
| 12 | UNITEDHEALTH GROUP INC | UNH | 8,500 | $2.7M | 1.76% |
| 13 | BUILDERS FIRSTSOURCE INC | BLDR | 15,000 | $1.8M | 1.16% |
| 14 | IQVIA HLDGS INC | IQV | 5,000 | $787,950 | 0.52% |
| 15 | NEOGEN CORP | NEOG | 100,000 | $478,000 | 0.32% |