Soapstone Management L.P.: 13F holdings
CIK 17269482026Q2
| Positions | 13 |
|---|---|
| Reported value | $137.5m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AGI ALAMOS GOLD INC | 1,000,000 | $30.3m | 22.1% |
| PSA PUBLIC STORAGE | 57,500 | $18.3m | 13.3% |
| COO COOPER COS INC | 225,000 | $16.1m | 11.7% |
| HDB HDFC BANK LTD | 525,000 | $13.6m | 9.9% |
| SCHW SCHWAB CHARLES CORP | 143,750 | $13.3m | 9.6% |
| BDX BECTON DICKINSON & CO | 85,000 | $12.9m | 9.4% |
| POST POST HLDGS INC | 108,750 | $9.6m | 7.0% |
| CONSTELLIUM SE | 200,000 | $6.4m | 4.6% |
| TFX TELEFLEX INCORPORATED | 50,000 | $6.3m | 4.6% |
| AMZN AMAZON COM INC | 20,000 | $4.8m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1726948")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.