Institutional Fund
Soapstone Management L.P.
Bethesda, MDCIK 17269485 filings on record
Portfolio Value
$140.40M
Q1 2026
Holdings
12
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+3.5%
from $135.71M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alamos Gold Inc New23.7%
- Public Storage Oper Co14.5%
- Constellium Se14.0%
- Teleflex Incorporated10.1%
- Citizens Finl Group Inc9.6%
- Vail Resorts Inc7.3%
- Other20.8%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alamos Gold Inc New | 750.0K | $33.32M | 23.7% | +54.7K | Added |
| 2 | Public Storage Oper Co | 75.0K | $20.32M | 14.5% | 0 | Held |
| 3 | Constellium Se | 800.0K | $19.66M | 14.0% | −550.0K | Reduced |
| 4 | Teleflex Incorporated | 118.8K | $14.20M | 10.1% | +118.8K | New |
| 5 | Citizens Finl Group Inc | 225.0K | $13.49M | 9.6% | 0 | Held |
| 6 | Vail Resorts Inc | 80.0K | $10.27M | 7.3% | 0 | Held |
| 7 | Becton Dickinson & Co | 48.8K | $7.66M | 5.5% | +48.8K | New |
| 8 | Angi Inc | 1.00M | $6.85M | 4.9% | +1.00M | New |
| 9 | Hdfc Bank Ltd | 250.0K | $6.22M | 4.4% | +250.0K | New |
| 10 | Amazon Com Inc | 23.5K | $4.89M | 3.5% | −17.8K | Reduced |
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