Soapstone Management L.P. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$135.7M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AGIALAMOS GOLD INC NEW | 695,285 | $26.8M | 19.77% | |
| 2 | CSTMCONSTELLIUM SE | 1,350,000 | $25.4M | 18.75% | |
| 3 | PSAPUBLIC STORAGE OPER CO | 75,000 | $19.5M | 14.34% | |
| 4 | CFGCITIZENS FINL GROUP INC | 225,000 | $13.1M | 9.68% | |
| 5 | MTNVAIL RESORTS INC | 80,000 | $10.6M | 7.83% | |
| 6 | BALLBALL CORP | 200,000 | $10.6M | 7.81% | |
| 7 | AWCAMERICAN WTR WKS CO INC NEW | 75,000 | $9.8M | 7.21% | |
| 8 | AMZNAMAZON COM INC | 41,250 | $9.5M | 7.02% | |
| 9 | OLNOLIN CORP | 150,000 | $3.1M | 2.30% | |
| 10 | AEMAGNICO EAGLE MINES LTD | 15,000 | $2.5M | 1.87% | |
| 11 | KNFKNIFE RIVER CORP | 34,071 | $2.4M | 1.77% | |
| 12 | BLDRBUILDERS FIRSTSOURCE INC | 15,000 | $1.5M | 1.14% | |
| 13 | NEOGNEOGEN CORP | 100,000 | $699K | 0.52% |