SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Soapstone Management L.P.

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

Reported Value
$120M
Q3 2024
Positions
15
Filings on Record
30
2019–present window
Filed
Nov 14, 2024
original filing

Summary

Soapstone Management L.P. reported $120M in U.S.-listed holdings across 15 positions for Q3 2024.

Its largest position, AMZN, represents 13.2% of the portfolio.

Compared with Q2 2024, the fund opened 2 new positions and exited 5.

Portfolio Metrics

Turnover
+20.0%
vs prior filed quarter
Top-10 Concentration
+84.8%
share of reported value
Largest Position
+13.2%
Amazon Com
New / Exited
2 / 5
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. 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: 66.3%ADR: 18.6%Other: 12.1%ETP: 3.0%
  • Common Stock · 66.3% · $80M
  • ADR · 18.6% · $22M
  • Other · 12.1% · $15M
  • ETP · 3.0% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NEMNEWMONT CORPNEW+175.0K175.0K+$9M$9M
GQ9SPDR GOLD TRNEW+14.7K14.7K+$4M$4M
MTNVAIL RESORTS INCADDED+58.8K68.8K+$10M$12M
KVUEKENVUE INCSOLD OUT750.0K0$14M$0
KNFKNIFE RIVER CORPSOLD OUT154.3K0$11M$0
SOLVSOLVENTUM CORPSOLD OUT140.5K0$7M$0
SILA REALTY TRUST INCSOLD OUT250.0K0$5M$0
JELDJELD-WEN HLDG INCSOLD OUT344.6K0$5M$0

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

Holdings — Q3 2024

15 positions
#IssuerClass% PortfolioValueShares
1AMZNAMAZON COM INChistory →COM13.17%$16M85.0K
2CONSTELLIUM SECL A SHS12.10%$15M895.0K
3HDBHDFC BANK LTDhistory →SPONSORED ADS10.92%$13M210.0K
4MTNVAIL RESORTS INChistory →COM9.96%$12M68.8K
5NEMNEWMONT CORPhistory →COM7.78%$9M175.0K
6ASAIYSENDAS DISTRIBUIDORA S Ahistory →SPON ADS7.72%$9M1.35M
7OLNOLIN CORPhistory →COM PAR $17.38%$9M185.0K
8NEOGNEOGEN CORPhistory →COM6.62%$8M473.6K
9LDOSLEIDOS HOLDINGS INChistory →COM4.74%$6M35.0K
10BLDRBUILDERS FIRSTSOURCE INChistory →COM4.43%$5M27.5K
11CEGCONSTELLATION ENERGY CORPhistory →COM4.32%$5M20.0K
12EQHEQUITABLE HLDGS INChistory →COM3.49%$4M100.0K
13CFGCITIZENS FINL GROUP INChistory →COM3.24%$4M95.0K
14GQ9SPDR GOLD TRhistory →GOLD SHS2.97%$4M14.7K
15SCHWSCHWAB CHARLES CORPhistory →COM1.14%$1M21.3K

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 ↗.