Soapstone Management as of Dec. 31, 2017
Portfolio Holdings for Soapstone Management
Soapstone Management holds 13 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 17.3 | $25M | 405k | 60.67 | |
| Builders FirstSource (BLDR) | 16.3 | $23M | 1.1M | 21.79 | |
| Commscope Hldg (COMM) | 10.7 | $15M | 400k | 37.83 | |
| Kinder Morgan (KMI) | 10.2 | $15M | 800k | 18.07 | |
| Wabtec Corporation (WAB) | 10.0 | $14M | 175k | 81.43 | |
| Ball Corporation (BALL) | 9.3 | $13M | 350k | 37.85 | |
| Univar | 4.9 | $7.0M | 225k | 30.96 | |
| Liberty Global Inc Com Ser A | 4.4 | $6.3M | 175k | 35.84 | |
| Zayo Group Hldgs | 4.4 | $6.3M | 170k | 36.80 | |
| Bmc Stk Hldgs | 3.6 | $5.1M | 200k | 25.30 | |
| J.B. Hunt Transport Services (JBHT) | 3.5 | $5.0M | 43k | 114.98 | |
| PG&E Corporation (PCG) | 3.1 | $4.5M | 100k | 44.83 | |
| Conduent Incorporate (CNDT) | 2.3 | $3.2M | 200k | 16.16 |
