13F HOLDINGS REPORT
Soapstone Management L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001398344-25-020993
Total Value
$147.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLIUM SE | CSTM | 1,669,099 | $24.8M | 16.86% |
| 2 | CITIZENS FINL GROUP INC | CIA | 425,000 | $22.6M | 15.34% |
| 3 | PUBLIC STORAGE OPER CO | PSA-PS | 75,000 | $21.7M | 14.71% |
| 4 | AMERICAN WTR WKS CO INC NEW | 030420103 | 145,030 | $20.2M | 13.70% |
| 5 | AMAZON COM INC | AMZN | 67,500 | $14.8M | 10.06% |
| 6 | VAIL RESORTS INC | MTN | 83,023 | $12.4M | 8.43% |
| 7 | ALAMOS GOLD INC NEW | AGI | 310,691 | $10.8M | 7.35% |
| 8 | AGNICO EAGLE MINES LTD | AEM | 30,000 | $5.1M | 3.43% |
| 9 | BECTON DICKINSON & CO | BDX | 23,500 | $4.4M | 2.99% |
| 10 | COOPER COS INC | 216648501 | 63,750 | $4.4M | 2.97% |
| 11 | OLIN CORP | OLN | 150,000 | $3.7M | 2.54% |
| 12 | BUILDERS FIRSTSOURCE INC | BLDR | 15,000 | $1.8M | 1.23% |
| 13 | NEOGEN CORP | NEOG | 100,000 | $571,000 | 0.39% |