Soapstone Management L.P.
12 holdingsFiling period: 2026-03-31Current AUM: $139.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGI | ALAMOS GOLD INC | 750.0K | $33.3M | $20.9M | 15.01% | +54.7K | 2026-03-31 |
| 2 | PSA | PUBLIC STORAGE OPER CO | 75.0K | $20.3M | $24.3M | 17.48% | -- | 2026-03-31 |
| 3 | — | CONSTELLIUM SE | 800.0K | $19.7M | $19.7M | 14.14% | -550,000 | 2026-03-31 |
| 4 | TFX | TELEFLEX INCORPORATED | 118.8K | $14.2M | $16.2M | 11.67% | -- | 2026-03-31 |
| 5 | CFG | CITIZENS FINL GROUP INC | 225.0K | $13.5M | $16.1M | 11.59% | -- | 2026-03-31 |
| 6 | MTN | VAIL RESORTS INC | 80.0K | $10.3M | $11.9M | 8.59% | -- | 2026-03-31 |
| 7 | BDX | BECTON DICKINSON & CO | 48.8K | $7.7M | $8.1M | 5.81% | -- | 2026-03-31 |
| 8 | ANGI | ANGI INC | 1.00M | $6.8M | $5.7M | 4.08% | -- | 2026-03-31 |
| 9 | HDB | HDFC BANK LTD | 250.0K | $6.2M | $6.0M | 4.30% | -- | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 23.5K | $4.9M | $6.4M | 4.59% | -17,750 | 2026-03-31 |
| 11 | WDAY | WORKDAY INC | 17.5K | $2.3M | $2.8M | 2.02% | -- | 2026-03-31 |
| 12 | BLDR | BUILDERS FIRSTSOURCE INC | 15.0K | $1.2M | $996K | 0.72% | -- | 2026-03-31 |
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