Soapstone Management as of Dec. 31, 2025
Portfolio Holdings for Soapstone Management
Soapstone Management holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alamos Gold Com Cl A (AGI) | 19.8 | $27M | 695k | 38.58 | |
| Constellium Se Cl A Shs (CSTM) | 18.8 | $25M | 1.4M | 18.85 | |
| Public Storage (PSA) | 14.3 | $20M | 75k | 259.50 | |
| Citizens Financial (CFG) | 9.7 | $13M | 225k | 58.41 | |
| Vail Resorts (MTN) | 7.8 | $11M | 80k | 132.80 | |
| Ball Corporation (BALL) | 7.8 | $11M | 200k | 52.97 | |
| American Water Works (AWK) | 7.2 | $9.8M | 75k | 130.50 | |
| Amazon (AMZN) | 7.0 | $9.5M | 41k | 230.82 | |
| Olin Corp Com Par $1 (OLN) | 2.3 | $3.1M | 150k | 20.83 | |
| Agnico (AEM) | 1.9 | $2.5M | 15k | 169.53 | |
| Knife River Corp Common Stock (KNF) | 1.8 | $2.4M | 34k | 70.35 | |
| Builders FirstSource (BLDR) | 1.1 | $1.5M | 15k | 102.89 | |
| Neogen Corporation (NEOG) | 0.5 | $699k | 100k | 6.99 |
