Soapstone Management L.P. reported 13 holdings worth US$138M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Soapstone Management L.P. reported 13 holdings worth US$138M as of Jun 30, 2026. Largest: Alamos Gold Inc., Public Storage and The Cooper Companies, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$138M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alamos Gold Inc. | 1M | US$30.3M | 22.1% |
| Public Storage | 57,500 | US$18.3M | 13.3% |
| The Cooper Companies, Inc. | 225K | US$16.1M | 11.7% |
| Hdfc Bank Limited | 525K | US$13.6M | 9.9% |
| Charles Schwab Corporation (the) | 144K | US$13.3M | 9.6% |
| Becton, Dickinson And Company | 85,000 | US$12.9M | 9.4% |
| Post Holdings, Inc. | 109K | US$9.6M | 7.0% |
| Teleflex Incorporated | 50,000 | US$6.34M | 4.6% |
| Amazon.com, Inc. | 20,000 | US$4.77M | 3.5% |
| Leidos Holdings, Inc. | 25,000 | US$2.57M | 1.9% |
| Vail Resorts, Inc. | 15,000 | US$2.04M | 1.5% |
| Builders Firstsource, Inc. | 15,000 | US$1.34M | 0.98% |
| Angi Inc. | 0 | US$0 | 0.00% |
| Citizens Financial Group, Inc. | 0 | US$0 | 0.00% |
| Workday, Inc. | 0 | US$0 | 0.00% |