SEC 13F Intelligence

Managers / Q4 2023 · view latest →

Soapstone Management L.P.

CIK 0001726948 · 7500 OLD GEORGETOWN ROAD, SUITE 200, BETHESDA, MD, 20814 · 212-319-1438

Reported Value
$183M
Q4 2023
Positions
19
Filings on Record
30
2019–present window
Filed
Feb 14, 2024
original filing

Summary

Soapstone Management L.P. reported $183M in U.S.-listed holdings across 19 positions for Q4 2023.

Its largest position, LDOS, represents 10.4% of the portfolio.

Compared with Q3 2023, the fund opened 2 new positions and exited 1.

Portfolio Metrics

Turnover
+13.7%
vs prior filed quarter
Top-10 Concentration
+79.5%
share of reported value
Largest Position
+10.4%
Leidos
New / Exited
2 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $166MQ4 ’18Q1 ’19: $205MQ2 ’19: $184MQ3 ’19: $184MQ4 ’19: $157MQ4 ’19Q1 ’20: $116MQ2 ’20: $174MQ3 ’20: $204MQ4 ’20: $232MQ4 ’20Q1 ’21: $225MQ2 ’21: $249MQ3 ’21: $238MQ4 ’21: $217MQ4 ’21Q1 ’22: $219MQ2 ’22: $236MQ3 ’22: $256MQ4 ’22: $237MQ4 ’22Q1 ’23: $224MQ2 ’23: $224MQ3 ’23: $216MQ4 ’23: $183MQ4 ’23Q1 ’24: $179MQ2 ’24: $150MQ3 ’24: $120MQ4 ’24: $106MQ4 ’24Q1 ’25: $128MQ2 ’25: $151MQ3 ’25: $147MQ4 ’25: $136MQ4 ’25Q1 ’26: $140Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 93.1%ADR: 6.1%Other: 0.9%
  • Common Stock · 93.1% · $170M
  • ADR · 6.1% · $11M
  • Other · 0.9% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2023 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VSTSVESTIS CORPORATIONNEW+475.0K475.0K+$10M$10M
KLGWK KELLOGG CONEW+100.0K100.0K+$1M$1M
FTREFORTREA HLDGS INCSOLD OUT350.0K0$10M$0
BALLBALL CORPTRIMMED375.0K100.0K$18M$6M
NEOGNEOGEN CORPTRIMMED640.2K176.4K$12M$4M
SCHWSCHWAB CHARLES CORPTRIMMED112.5K37.5K$6M$3M
MASONITE INTL CORPTRIMMED30.0K31.3K$3M$3M
KNFKNIFE RIVER CORPTRIMMED198.0K237.0K$6M$16M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

19 positions
#IssuerClass% PortfolioValueShares
1LDOSLEIDOS HOLDINGS INChistory →COM10.40%$19M175.7K
2KVUEKENVUE INChistory →COM10.01%$18M850.0K
3OLNOLIN CORPhistory →COM PAR $19.00%$16M305.0K
4CSTMCONSTELLIUM SEhistory →CL A SHS8.73%$16M800.0K
5KNFKNIFE RIVER CORPhistory →COMMON STOCK8.58%$16M237.0K
6CEGCONSTELLATION ENERGY CORPhistory →COM7.67%$14M120.0K
7AMZNAMAZON COM INChistory →COM7.58%$14M91.3K
8ASAIYSENDAS DISTRIBUIDORA S Ahistory →SPON ADS6.07%$11M803.0K
9EQHEQUITABLE HLDGS INChistory →COM5.92%$11M325.0K
10VSTSVESTIS CORPORATIONhistory →COM SHS5.49%$10M475.0K
11JELDJELD-WEN HLDG INChistory →COM4.65%$8M450.0K
12BLDRBUILDERS FIRSTSOURCE INChistory →COM4.57%$8M50.0K
13BALLBALL CORPhistory →COM3.15%$6M100.0K
14NEOGNEOGEN CORPhistory →COM1.94%$4M176.4K
15CFGCITIZENS FINL GROUP INChistory →COM1.81%$3M100.0K
16MASONITE INTL CORPCOM1.45%$3M31.3K
17SCHWSCHWAB CHARLES CORPhistory →COM1.41%$3M37.5K
18DIGIMARC CORP NEWCOM0.86%$2M43.6K
19KLGWK KELLOGG COCOM SHS0.72%$1M100.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$140M12May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$136M13Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$147M13Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$151M15Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$128M14May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$106M15Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$120M15Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$150M18Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$179M16May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$183M19Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$216M18Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$224M18Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$224M17May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$237M18Jan 25, 202313F-HRchanges · EDGAR ↗
Q3 2022$256M21Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$236M18Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$219M15May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$217M18Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$238M17Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$249M20Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$225M19May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$232M20Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$204M20Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$174M17Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$116M15May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$157M16Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$184M17Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$184M18Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$205M19May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$166M21Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.