13F HOLDINGS REPORT
Soapstone Management L.P.
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001398344-26-003286
Total Value
$135.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALAMOS GOLD INC NEW | AGI | 695,285 | $26.8M | 19.77% |
| 2 | CONSTELLIUM SE | CSTM | 1,350,000 | $25.4M | 18.75% |
| 3 | PUBLIC STORAGE OPER CO | PSA-PS | 75,000 | $19.5M | 14.34% |
| 4 | CITIZENS FINL GROUP INC | CIA | 225,000 | $13.1M | 9.68% |
| 5 | VAIL RESORTS INC | MTN | 80,000 | $10.6M | 7.83% |
| 6 | BALL CORP | BALL | 200,000 | $10.6M | 7.81% |
| 7 | AMERICAN WTR WKS CO INC NEW | 030420103 | 75,000 | $9.8M | 7.21% |
| 8 | AMAZON COM INC | AMZN | 41,250 | $9.5M | 7.02% |
| 9 | OLIN CORP | OLN | 150,000 | $3.1M | 2.30% |
| 10 | AGNICO EAGLE MINES LTD | AEM | 15,000 | $2.5M | 1.87% |
| 11 | KNIFE RIVER CORP | KNF | 34,071 | $2.4M | 1.77% |
| 12 | BUILDERS FIRSTSOURCE INC | BLDR | 15,000 | $1.5M | 1.14% |
| 13 | NEOGEN CORP | NEOG | 100,000 | $699,000 | 0.52% |