← Back to Discover
Soapstone Management L.P.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $137,500,963
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALAMOS GOLD INC · COM CL A · 011532108 · shares: $30,340,000
- PUBLIC STORAGE · COM · 74460D109 · shares: $18,302,825
- COOPER COS INC · COM · 216648501 · shares: $16,134,750
- HDFC BANK LTD · SPONSORED ADS · 40415F101 · shares: $13,560,750
- SCHWAB CHARLES CORP · COM · 808513105 · shares: $13,263,813
- BECTON DICKINSON & CO · COM · 075887109 · shares: $12,863,050
- POST HLDGS INC · COM · 737446104 · shares: $9,598,275
- CONSTELLIUM SE · CL A SHS · F21107101 · shares: $6,374,000
- TELEFLEX INCORPORATED · COM · 879369106 · shares: $6,338,000
- AMAZON COM INC · COM · 023135106 · shares: $4,766,800
Reported holdings
13 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALAMOS GOLD INC | COM CL A | 011532108 | — | 1,000,000 shares | $30,340,000 |
| PUBLIC STORAGE | COM | 74460D109 | — | 57,500 shares | $18,302,825 |
| COOPER COS INC | COM | 216648501 | — | 225,000 shares | $16,134,750 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | — | 525,000 shares | $13,560,750 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 143,750 shares | $13,263,813 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 85,000 shares | $12,863,050 |
| POST HLDGS INC | COM | 737446104 | — | 108,750 shares | $9,598,275 |
| CONSTELLIUM SE | CL A SHS | F21107101 | — | 200,000 shares | $6,374,000 |
| TELEFLEX INCORPORATED | COM | 879369106 | — | 50,000 shares | $6,338,000 |
| AMAZON COM INC | COM | 023135106 | — | 20,000 shares | $4,766,800 |
| LEIDOS HOLDINGS INC | COM | 525327102 | — | 25,000 shares | $2,574,250 |
| VAIL RESORTS INC | COM | 91879Q109 | — | 15,000 shares | $2,042,250 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 15,000 shares | $1,342,200 |