Soapstone Management as of March 31, 2020
Portfolio Holdings for Soapstone Management
Soapstone Management holds 15 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Builders FirstSource (BLDR) | 19.5 | $23M | 1.9M | 12.23 | |
| Charles Schwab Corporation (SCHW) | 11.6 | $13M | 400k | 33.62 | |
| Public Storage (PSA) | 10.7 | $12M | 63k | 198.61 | |
| Olin Corporation (OLN) | 9.9 | $12M | 988k | 11.67 | |
| Beacon Roofing Supply (BECN) | 9.6 | $11M | 675k | 16.54 | |
| Alphabet Inc Class A cs (GOOGL) | 6.6 | $7.6M | 6.6k | 1161.98 | |
| United Rentals (URI) | 6.1 | $7.1M | 69k | 102.89 | |
| Bmc Stk Hldgs | 6.1 | $7.1M | 400k | 17.73 | |
| Insperity (NSP) | 4.8 | $5.6M | 150k | 37.30 | |
| Four Corners Ppty Tr (FCPT) | 4.6 | $5.4M | 286k | 18.71 | |
| UnitedHealth (UNH) | 3.2 | $3.7M | 15k | 249.41 | |
| Equitable Holdings (EQH) | 2.5 | $2.9M | 200k | 14.45 | |
| Wells Fargo & Company (WFC) | 2.5 | $2.9M | 100k | 28.70 | |
| Suncor Energy (SU) | 1.6 | $1.9M | 118k | 15.80 | |
| Advansix (ASIX) | 0.7 | $782k | 82k | 9.54 |
