Soapstone Management L.P. holds a concentrated book of 13 reported positions worth $137.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Cooper Cos Inc and trimmed Public Storage. Their largest long position is Alamos Gold Inc-Class A at 22% of the reported non-option book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Soapstone Management L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Route One Investment Company, L.P. | 3 / 13 | $708.5M |
| HughesLittle Investment Management Ltd. | 2 / 13 | $134.3M |
| Seth Klarman | 2 / 13 | $1.1B |
| Hoey Investments, Inc | 2 / 13 | $145.6M |
| Brighton Jones LLC | 7 / 13 | $971.2M |
| Generation Investment Management LLP | 3 / 13 | $1.7B |
| Park Presidio Capital LLC | 2 / 13 | $282.1M |
| Financial Avengers, Inc. | 4 / 13 | $37.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Soapstone Management L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alamos Gold Inc COM CL A | $30.3M | 1.00M | 22.1% | ▲+33% Added · +250K sh | |
| 2 | Public Storage COM | $18.3M | 57.5K | 13.3% | ▼−23% Reduced · −18K sh | |
| 3 | Cooper Cos Inc COM | $16.1M | 225.0K | 11.7% | ▲New New position | |
| 4 | HDFC Bank Ltd SPONSORED ADS | $13.6M | 525.0K | 9.9% | ▲+110% Added · +275K sh | |
| 5 | Schwab Charles Corp COM | $13.3M | 143.8K | 9.6% | ▲New New position | |
| 6 | Becton Dickinson & Co COM | $12.9M | 85.0K | 9.4% | ▲+74% Added · +36K sh | |
| 7 | Post Hldgs Inc COM | $9.6M | 108.8K | 7.0% | ▲New New position | |
| 8 | Constellium SE CL A SHS | $6.4M | 200.0K | 4.6% | ▼−75% Reduced · −600K sh | |
| 9 | Teleflex Incorporated COM | $6.3M | 50.0K | 4.6% | ▼−58% Reduced · −69K sh | |
| 10 | Amazon Com Inc COM | $4.8M | 20.0K | 3.5% | ▼−15% Reduced · −4K sh | |
| 11 | Leidos Holdings Inc COM | $2.6M | 25.0K | 1.9% | ▲New New position | |
| 12 | Vail Resorts Inc COM | $2.0M | 15.0K | 1.5% | ▼−81% Reduced · −65K sh | |
| 13 | Builders Firstsource Inc COM | $1.3M | 15.0K | 1.0% | —Held |
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Use Arkolith to show Soapstone Management L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.