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Soapstone Management L.P.

Location
BETHESDA, MD
Portfolio Value
Small $140,402,894
Diversification
Diversified
Filing Date
Global Rank
#4,642 / 8,232 ▲ 351
Top Industry
Gold 23.7%
3Y Alpha vs SPY
+1.1%
Period ended 2 months ago
Filed May 15, 2026 · 29d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+81.3%
SPY
+76.5%
Annualised alpha
+1.1%
Max drawdown
−23.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
23.7%
+4.0 pts
Top 5
71.9%
+1.6 pts
Top 10
97.5%
+0.9 pts
HHI
1,306
Jun 2023 → Mar 2026 · range 698 – 1,306
Diversified+27

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Basic Materials 37.7% $52,986,500
Healthcare 15.6% $21,868,649
Real Estate 14.5% $20,316,000
Financial Services 14.0% $19,713,250
Consumer Cyclical 10.8% $15,159,945
Communication Services 4.9% $6,850,000
Technology 1.6% $2,273,600
Industrials 0.9% $1,234,950

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
5 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
6 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
12 positions · $140,402,894 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History