Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Soapstone Management L.P. (CIK 1726948) reported $140.4M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGI ($33.3M, 23.73%), PSA ($20.3M, 14.47%), CSTM ($19.7M, 14.01%), TFX ($14.2M, 10.12%), CFG ($13.5M, 9.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGI | ALAMOS GOLD INC | $33.3M | 23.73% | 750,000 | Added |
| 2 | PSA | PUBLIC STORAGE OPER CO | $20.3M | 14.47% | 75,000 | Hold |
| 3 | CSTM | CONSTELLIUM SE | $19.7M | 14.01% | 800,000 | Trimmed |
| 4 | TFX | TELEFLEX INCORPORATED | $14.2M | 10.12% | 118,750 | New |
| 5 | CFG | CITIZENS FINL GROUP INC | $13.5M | 9.61% | 225,000 | Hold |
| 6 | MTN | VAIL RESORTS INC | $10.3M | 7.31% | 80,000 | Hold |
| 7 | BDX | BECTON DICKINSON & CO | $7.7M | 5.46% | 48,750 | New |
| 8 | ANGI | ANGI INC | $6.8M | 4.88% | 1.0M | New |
| 9 | HDB | HDFC BANK LTD | $6.2M | 4.43% | 250,000 | New |
| 10 | AMZN | AMAZON COM INC | $4.9M | 3.49% | 23,500 | Trimmed |
| 11 | WDAY | WORKDAY INC | $2.3M | 1.62% | 17,500 | New |
| 12 | BLDR | BUILDERS FIRSTSOURCE INC | $1.2M | 0.88% | 15,000 | Hold |
| 13 | OLN | OLIN CORP | $0 | 0.00% | 0 | Exited |
| 14 | AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | Exited |
| 15 | BALL | BALL CORP | $0 | 0.00% | 0 | Exited |
| 16 | KNF | KNIFE RIVER CORP | $0 | 0.00% | 0 | Exited |
| 17 | NEOG | NEOGEN CORP | $0 | 0.00% | 0 | Exited |
| 18 | AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31