Soapstone Management L.P.
Top Portfolio Positions
12 positions ·
$140,402,894 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AGI |
Alamos Gold Inc
Basic Materials
|
750,000 | $33,322,500 | 23.73% | |
| PSA |
Public Storage
Real Estate
|
75,000 | $20,316,000 | 14.47% | |
| CSTM |
Constellium SE
Basic Materials
|
800,000 | $19,664,000 | 14.01% | |
| TFX |
Teleflex Inc
Healthcare
|
118,750 | $14,203,687 | 10.12% | |
| CFG |
Citizens Financial Group Inc/Ri
Financial Services
|
225,000 | $13,493,250 | 9.61% | |
| MTN |
Vail Resorts Inc
Consumer Cyclical
|
80,000 | $10,265,600 | 7.31% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
48,750 | $7,664,962 | 5.46% | |
| ANGI |
Angi Inc.
Communication Services
|
1,000,000 | $6,850,000 | 4.88% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
250,000 | $6,220,000 | 4.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,500 | $4,894,345 | 3.49% |
Portfolio Trend
Holdings in ANGI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,850,000 | 1,000,000 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||