Soapstone Management as of March 31, 2019
Portfolio Holdings for Soapstone Management
Soapstone Management holds 19 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Builders FirstSource (BLDR) | 15.8 | $32M | 2.4M | 13.34 | |
| Wells Fargo & Company (WFC) | 14.7 | $30M | 625k | 48.32 | |
| Charles Schwab Corporation (SCHW) | 8.0 | $17M | 385k | 42.76 | |
| Beacon Roofing Supply (BECN) | 7.8 | $16M | 500k | 32.16 | |
| LKQ Corporation (LKQ) | 7.4 | $15M | 535k | 28.38 | |
| Olin Corporation (OLN) | 6.5 | $13M | 575k | 23.14 | |
| Owens Corning (OC) | 6.3 | $13M | 275k | 47.12 | |
| Wabtec Corporation (WAB) | 5.4 | $11M | 150k | 73.72 | |
| Bmc Stk Hldgs | 5.2 | $11M | 600k | 17.67 | |
| Univar | 5.0 | $10M | 466k | 22.16 | |
| Suncor Energy (SU) | 4.0 | $8.1M | 250k | 32.43 | |
| Alphabet Inc Class A cs (GOOGL) | 3.3 | $6.8M | 5.8k | 1176.87 | |
| Chemours (CC) | 2.3 | $4.6M | 125k | 37.16 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.2 | $4.6M | 175k | 26.10 | |
| Advansix (ASIX) | 2.1 | $4.3M | 150k | 28.57 | |
| Adient (ADNT) | 1.2 | $2.4M | 185k | 12.96 | |
| Ball Corporation (BALL) | 1.1 | $2.3M | 40k | 57.85 | |
| Stars Group | 0.8 | $1.8M | 100k | 17.51 | |
| J.B. Hunt Transport Services (JBHT) | 0.8 | $1.6M | 16k | 101.27 |
