Soapstone Management L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$106.4B
Holdings
15
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 73,750 | $16.2B | 15.20% | |
| 2 | CSTMCONSTELLIUM SE | 1,539,957 | $15.8B | 14.86% | |
| 3 | MTNVAIL RESORTS INC | 78,750 | $14.8B | 13.87% | |
| 4 | HDBHDFC BANK LTD | 185,000 | $11.8B | 11.10% | |
| 5 | AWCAMERICAN WTR WKS CO INC NEW | 91,250 | $11.4B | 10.67% | |
| 6 | LDOSLEIDOS HOLDINGS INC | 37,500 | $5.4B | 5.08% | |
| 7 | OLNOLIN CORP | 150,000 | $5.1B | 4.76% | |
| 8 | CEGCONSTELLATION ENERGY CORP | 21,750 | $4.9B | 4.57% | |
| 9 | AEMAGNICO EAGLE MINES LTD | 58,750 | $4.6B | 4.32% | |
| 10 | CFGCITIZENS FINL GROUP INC | 100,000 | $4.4B | 4.11% | |
| 11 | NEMNEWMONT CORP | 115,000 | $4.3B | 4.02% | |
| 12 | DARDARLING INGREDIENTS INC | 108,750 | $3.7B | 3.44% | |
| 13 | BLDRBUILDERS FIRSTSOURCE INC | 15,000 | $2.1B | 2.01% | |
| 14 | NEOGNEOGEN CORP | 100,000 | $1.2B | 1.14% | |
| 15 | EQHEQUITABLE HLDGS INC | 18,750 | $884.8M | 0.83% |