account_balance
Investment manager · 13F filer · SEC CIK 1726948
Soapstone Management L.P.
Reported value$138Mas of Jun 30, 2026
Positions13 4 new, 3 sold out
Top 10 weight95.7%AGI alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AGIAlamos Gold Inc
22.1%Added +33%
PSAPublic Storage
13.3%Trimmed −23%
COOCooper Companies, Inc.
11.7%New
HDBHDFC Bank Ltd
9.9%Added +110%
SCHWCharles Schwab Corp
9.6%New
BDXBecton Dickinson & Co
9.4%Added +74%
POSTPost Holdings, Inc.
7.0%New
CSTMConstellium SE
4.6%Trimmed −75%
TFXTeleflex Inc
4.6%Trimmed −58%
AMZNAmazon.com Inc
3.5%
LDOSLeidos Holdings, Inc.
1.9%
MTN1.5%AGIAlamos Gold Inc
22.1%Added +33%
PSAPublic Storage
13.3%−23%
COOCooper Companies, Inc.
11.7%New
HDBHDFC Bank Ltd
9.9%+110%
SCHWCharles Schwab Corp
9.6%
BDXBecton Dickinson & Co
9.4%
POSTPost Holdings, Inc.
7.0%
CSTM4.6%TFX4.6%AMZNLDOSMTNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGI Alamos Gold Inc 22.1% Added +33%PSA Public Storage 13.3% Trimmed −23%COO Cooper Companies, Inc. 11.7% NewHDB HDFC Bank Ltd 9.9% Added +110%SCHW Charles Schwab Corp 9.6% NewBDX Becton Dickinson & Co 9.4% Added +74%POST Post Holdings, Inc. 7.0% NewCSTM Constellium SE 4.6% Trimmed −75%TFX Teleflex Inc 4.6% Trimmed −58%AMZN Amazon.com Inc 3.5% Trimmed −15%LDOS Leidos Holdings, Inc. 1.9% NewMTN Vail Resorts Inc 1.5% Trimmed −81%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.