Soapstone Management as of March 31, 2025
Portfolio Holdings for Soapstone Management
Soapstone Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.9 | $19M | 100k | 190.26 | |
| American Water Works (AWK) | 14.4 | $18M | 125k | 147.52 | |
| Public Storage (PSA) | 12.6 | $16M | 54k | 299.29 | |
| Constellium Se Cl A Shs (CSTM) | 12.4 | $16M | 1.6M | 10.09 | |
| Vail Resorts (MTN) | 10.2 | $13M | 81k | 160.02 | |
| Citizens Financial (CFG) | 9.6 | $12M | 300k | 40.97 | |
| Hdfc Bank Sponsored Ads (HDB) | 9.1 | $12M | 175k | 66.44 | |
| Leidos Holdings (LDOS) | 4.0 | $5.1M | 38k | 134.94 | |
| Agnico (AEM) | 3.4 | $4.3M | 40k | 108.41 | |
| Olin Corp Com Par $1 (OLN) | 2.8 | $3.6M | 150k | 24.24 | |
| Newmont Mining Corporation (NEM) | 2.6 | $3.3M | 69k | 48.28 | |
| Constellation Energy (CEG) | 2.0 | $2.5M | 13k | 201.63 | |
| Builders FirstSource (BLDR) | 1.5 | $1.9M | 15k | 124.94 | |
| Neogen Corporation (NEOG) | 0.7 | $867k | 100k | 8.67 |
