本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Soapstone Management L.P. (CIK 1726948) reported $137.5M across 13 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGI ($30.3M, 22.07%), PSA ($18.3M, 13.31%), COO ($16.1M, 11.73%), HDB ($13.6M, 9.86%), SCHW ($13.3M, 9.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGI | ALAMOS GOLD INC | $30.3M | 22.07% | 1.0M | Added |
| 2 | PSA | PUBLIC STORAGE | $18.3M | 13.31% | 57,500 | Trimmed |
| 3 | COO | COOPER COS INC | $16.1M | 11.73% | 225,000 | New |
| 4 | HDB | HDFC BANK LTD | $13.6M | 9.86% | 525,000 | Added |
| 5 | SCHW | SCHWAB CHARLES CORP | $13.3M | 9.65% | 143,750 | New |
| 6 | BDX | BECTON DICKINSON & CO | $12.9M | 9.35% | 85,000 | Added |
| 7 | POST | POST HLDGS INC | $9.6M | 6.98% | 108,750 | New |
| 8 | CSTM | CONSTELLIUM SE | $6.4M | 4.64% | 200,000 | Trimmed |
| 9 | TFX | TELEFLEX INCORPORATED | $6.3M | 4.61% | 50,000 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $4.8M | 3.47% | 20,000 | Trimmed |
| 11 | LDOS | LEIDOS HOLDINGS INC | $2.6M | 1.87% | 25,000 | New |
| 12 | MTN | VAIL RESORTS INC | $2.0M | 1.49% | 15,000 | Trimmed |
| 13 | BLDR | BUILDERS FIRSTSOURCE INC | $1.3M | 0.98% | 15,000 | Hold |
| 14 | ANGI | ANGI INC | $0 | 0.00% | 0 | Exited |
| 15 | CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | Exited |
| 16 | WDAY | WORKDAY INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30