Soapstone Management L.P. Portfolio Stock Holdings
Soapstone Management L.P. disclosed 12 stock positions valued at approximately $140.4 million in its latest SEC 13F filing. The largest holdings include ALAMOS GOLD INC, PUBLIC STORAGE OPER CO, and TELEFLEX INCORPORATED. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 12
- Portfolio Value
- $140.4M
Holdings by Sector
Soapstone Management L.P. Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALAMOS GOLD INC | AGI | Basic Materials | 23.73% | 750,000 | +54,715 | +7.87% | $33,322,500 |
| PUBLIC STORAGE OPER CO | PSA | Real Estate | 14.47% | 75,000 | - | - | $20,316,000 |
| TELEFLEX INCORPORATED | TFX | Healthcare | 10.12% | 118,750 | +118,750 | +100.00% | $14,203,688 |
| CITIZENS FINL GROUP INC | CFG | Financial Services | 9.61% | 225,000 | - | - | $13,493,250 |
| VAIL RESORTS INC | MTN | Consumer Cyclical | 7.31% | 80,000 | - | - | $10,265,600 |
| BECTON DICKINSON & CO | BDX | Healthcare | 5.46% | 48,750 | +48,750 | +100.00% | $7,664,963 |
| ANGI INC | 00183L201 | Other | 4.88% | 1,000,000 | +1,000,000 | +100.00% | $6,850,000 |
| HDFC BANK LTD | HDB | Financial Services | 4.43% | 250,000 | +250,000 | +100.00% | $6,220,000 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.49% | 23,500 | -17,750 | -43.03% | $4,894,345 |
| WORKDAY INC | WDAY | Technology | 1.62% | 17,500 | +17,500 | +100.00% | $2,273,600 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 0.88% | 15,000 | - | - | $1,234,950 |