Soapstone Management L.P.
Soapstone Management L.P. reported 13 positions worth $137.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AGI (22.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGI | SH | $30.3M | 22.07% | 1,000,000 | — | — | |
| ▸ 2 | PSA | SH | $18.3M | 13.31% | 57,500 | — | — | |
| ▸ 3 | COO | SH | $16.1M | 11.73% | 225,000 | — | — | |
| ▸ 4 | HDB | SH | $13.6M | 9.86% | 525,000 | — | — | |
| ▸ 5 | SCHW | SH | $13.3M | 9.65% | 143,750 | — | — | |
| ▸ 6 | BDX | SH | $12.9M | 9.35% | 85,000 | — | — | |
| ▸ 7 | POST | SH | $9.6M | 6.98% | 108,750 | — | — | |
| ▸ 8 | CSTM | SH | $6.4M | 4.64% | 200,000 | — | — | |
| ▸ 9 | TFX | SH | $6.3M | 4.61% | 50,000 | — | — | |
| ▸ 10 | AMZN | SH | $4.8M | 3.47% | 20,000 | — | — |
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Frequently Asked Questions
What stocks does Soapstone Management L.P. hold as of Q2 2026?
Soapstone Management L.P. reported 13 positions worth $137.5M in its Q2 2026 13F filing. Largest positions: AGI (22.1%), PSA (13.3%), COO (11.7%), HDB (9.9%) and SCHW (9.6%).
What did Soapstone Management L.P. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Soapstone Management L.P. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.