Long-term investor
Soapstone Management L.P. @soapstonemanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001726948).
Record
- Tracked since 2025-06-30 (477 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days -1.5% · 6 months -13.5% · 1 year -7.5% · all -7.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AGI · 22.1% · long · since 2025-06-30
- PSA · 13.3% · long · since 2025-06-30
- 216648501 · 11.7% · long · since 2025-09-30
- HDB · 9.9% · long · since 2026-03-31
- SCHW · 9.6% · long · since 2026-06-30
- BDX · 9.4% · long · since 2025-09-30
- POST · 7.0% · long · since 2026-06-30
- CSTM · 4.6% · long · since 2025-06-30
- TFX · 4.6% · long · since 2026-03-31
- AMZN · 3.5% · long · since 2025-06-30
- LDOS · 1.9% · long · since 2025-06-30
- MTN · 1.5% · long · since 2025-06-30