Soapstone Management as of Sept. 30, 2025
Portfolio Holdings for Soapstone Management
Soapstone Management holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellium Se Cl A Shs (CSTM) | 16.9 | $25M | 1.7M | 14.88 | |
| Citizens Financial (CFG) | 15.3 | $23M | 425k | 53.16 | |
| Public Storage (PSA) | 14.7 | $22M | 75k | 288.85 | |
| American Water Works (AWK) | 13.7 | $20M | 145k | 139.19 | |
| Amazon (AMZN) | 10.1 | $15M | 68k | 219.57 | |
| Vail Resorts (MTN) | 8.4 | $12M | 83k | 149.57 | |
| Alamos Gold Com Cl A (AGI) | 7.4 | $11M | 311k | 34.86 | |
| Agnico (AEM) | 3.4 | $5.1M | 30k | 168.56 | |
| Becton, Dickinson and (BDX) | 3.0 | $4.4M | 24k | 187.17 | |
| Cooper Cos (COO) | 3.0 | $4.4M | 64k | 68.56 | |
| Olin Corp Com Par $1 (OLN) | 2.5 | $3.7M | 150k | 24.99 | |
| Builders FirstSource (BLDR) | 1.2 | $1.8M | 15k | 121.25 | |
| Neogen Corporation (NEOG) | 0.4 | $571k | 100k | 5.71 |
