Soapstone Management L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$147.3B
Holdings
13
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CSTMCONSTELLIUM SE | 1,669,099 | $24.8B | 16.86% | |
| 2 | CFGCITIZENS FINL GROUP INC | 425,000 | $22.6B | 15.34% | |
| 3 | PSAPUBLIC STORAGE OPER CO | 75,000 | $21.7B | 14.71% | |
| 4 | AWCAMERICAN WTR WKS CO INC NEW | 145,030 | $20.2B | 13.70% | |
| 5 | AMZNAMAZON COM INC | 67,500 | $14.8B | 10.06% | |
| 6 | MTNVAIL RESORTS INC | 83,023 | $12.4B | 8.43% | |
| 7 | AGIALAMOS GOLD INC NEW | 310,691 | $10.8B | 7.35% | |
| 8 | AEMAGNICO EAGLE MINES LTD | 30,000 | $5.1B | 3.43% | |
| 9 | BDXBECTON DICKINSON & CO | 23,500 | $4.4B | 2.99% | |
| 10 | COOCOOPER COS INC | 63,750 | $4.4B | 2.97% | |
| 11 | OLNOLIN CORP | 150,000 | $3.7B | 2.54% | |
| 12 | BLDRBUILDERS FIRSTSOURCE INC | 15,000 | $1.8B | 1.23% | |
| 13 | NEOGNEOGEN CORP | 100,000 | $571.0M | 0.39% |