Soapstone Management as of Dec. 31, 2019
Portfolio Holdings for Soapstone Management
Soapstone Management holds 16 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Builders FirstSource (BLDR) | 24.6 | $39M | 1.5M | 25.41 | |
| Beacon Roofing Supply (BECN) | 11.4 | $18M | 560k | 31.98 | |
| Insperity (NSP) | 9.6 | $15M | 175k | 86.04 | |
| Olin Corporation (OLN) | 9.3 | $15M | 850k | 17.25 | |
| Charles Schwab Corporation (SCHW) | 7.6 | $12M | 250k | 47.56 | |
| Suncor Energy (SU) | 6.2 | $9.8M | 300k | 32.80 | |
| Bmc Stk Hldgs | 5.9 | $9.3M | 325k | 28.69 | |
| Alphabet Inc Class A cs (GOOGL) | 5.0 | $7.9M | 5.9k | 1339.40 | |
| Axa Equitable Hldgs | 3.9 | $6.2M | 250k | 24.78 | |
| UnitedHealth (UNH) | 3.5 | $5.4M | 19k | 294.00 | |
| Public Storage (PSA) | 3.4 | $5.4M | 25k | 212.95 | |
| Wells Fargo & Company (WFC) | 3.4 | $5.4M | 100k | 53.80 | |
| United Rentals (URI) | 3.0 | $4.8M | 29k | 166.77 | |
| Chemours (CC) | 1.4 | $2.3M | 125k | 18.09 | |
| Advansix (ASIX) | 1.1 | $1.8M | 90k | 19.95 | |
| Owens Corning (OC) | 0.5 | $814k | 13k | 65.12 |
