Soapstone Management as of Dec. 31, 2024
Portfolio Holdings for Soapstone Management
Soapstone Management holds 15 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.2 | $16M | 74k | 219.39 | |
| Constellium Se Cl A Shs (CSTM) | 14.9 | $16M | 1.5M | 10.27 | |
| Vail Resorts (MTN) | 13.9 | $15M | 79k | 187.45 | |
| Hdfc Bank Sponsored Ads (HDB) | 11.1 | $12M | 185k | 63.86 | |
| American Water Works (AWK) | 10.7 | $11M | 91k | 124.49 | |
| Leidos Holdings (LDOS) | 5.1 | $5.4M | 38k | 144.06 | |
| Olin Corp Com Par $1 (OLN) | 4.8 | $5.1M | 150k | 33.80 | |
| Constellation Energy (CEG) | 4.6 | $4.9M | 22k | 223.71 | |
| Agnico (AEM) | 4.3 | $4.6M | 59k | 78.21 | |
| Citizens Financial (CFG) | 4.1 | $4.4M | 100k | 43.76 | |
| Newmont Mining Corporation (NEM) | 4.0 | $4.3M | 115k | 37.22 | |
| Darling International (DAR) | 3.4 | $3.7M | 109k | 33.69 | |
| Builders FirstSource (BLDR) | 2.0 | $2.1M | 15k | 142.93 | |
| Neogen Corporation (NEOG) | 1.1 | $1.2M | 100k | 12.14 | |
| Equitable Holdings (EQH) | 0.8 | $885k | 19k | 47.19 |
