Investor
Soapstone Management L.P.
CIK 0001726948 · filed 2026-05-15 · SEC filing
13F book
$140.4M
Positions
12
5 new · 6 sold
Largest name
23.7%
Alamos Gold Inc New · AGI
Est. mark
$8.66M
Price effect on 7 names still held. Flow −$3.97M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alamos Gold Inc New | AGI | 750K | $33.3M | 23.7% | $4.07M | Added$6.5M |
| Public Storage Oper Co | — | 75K | $20.3M | 14.5% | $853.5K | Held |
| Constellium Se | CSTM | 800K | $19.7M | 14.0% | $4.58M | Cut−$5.78M |
| Teleflex Inc | TFX | 118.8K | $14.2M | 10.1% | — | New |
| Citizens Finl Group Inc | — | 225K | $13.5M | 9.6% | $351K | Held |
| Vail Resorts Inc | MTN | 80K | $10.3M | 7.3% | −$358.4K | Held |
| Becton Dickinson & Co | BDX | 48.8K | $7.66M | 5.5% | — | New |
| Angi Inc. | ANGI | 1M | $6.85M | 4.9% | — | New |
| Hdfc Bank Ltd | HDB | 250K | $6.22M | 4.4% | — | New |
| Amazon Com Inc | AMZN | 23.5K | $4.89M | 3.5% | −$529.9K | Cut−$4.63M |
| Workday, Inc. | WDAY | 17.5K | $2.27M | 1.6% | — | New |
| Builders FirstSource, Inc. | BLDR | 15K | $1.23M | 0.9% | −$308.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.