SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Soapstone Management L.P.

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

Reported Value
$151M
Q2 2025
Positions
15
Filings on Record
30
2019–present window
Filed
Aug 14, 2025
original filing

Summary

Soapstone Management L.P. reported $151M in U.S.-listed holdings across 15 positions for Q2 2025.

Its largest position, CFG, represents 17.1% of the portfolio.

Compared with Q1 2025, the fund opened 4 new positions and exited 3.

Portfolio Metrics

Turnover
+15.2%
vs prior filed quarter
Top-10 Concentration
+94.2%
share of reported value
Largest Position
+17.1%
Citizens Finl
New / Exited
4 / 3
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: 71.7%Other: 15.7%REIT: 12.7%
  • Common Stock · 71.7% · $108M
  • Other · 15.7% · $24M
  • REIT · 12.7% · $19M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SAIASAIA INCNEW+23.8K23.8K+$7M$7M
AGIALAMOS GOLD INC NEWNEW+219.4K219.4K+$6M$6M
UNHUNITEDHEALTH GROUP INCNEW+8.5K8.5K+$3M$3M
IQVIQVIA HLDGS INCNEW+5.0K5.0K+$787,950$787,950
HDBHDFC BANK LTDSOLD OUT175.0K0$12M$0
NEMNEWMONT CORPSOLD OUT68.8K0$3M$0
CEGCONSTELLATION ENERGY CORPSOLD OUT12.5K0$3M$0
CFGCITIZENS FINL GROUP INCADDED+275.0K575.0K+$13M$26M

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

Holdings — Q2 2025

15 positions
#IssuerClass% PortfolioValueShares
1CFGCITIZENS FINL GROUP INChistory →COM17.08%$26M575.0K
2CONSTELLIUM SECL A SHS15.68%$24M1.78M
3AMZNAMAZON COM INChistory →COM14.56%$22M100.0K
4PSAPUBLIC STORAGE OPER COhistory →COM12.66%$19M65.0K
5AWCAMERICAN WTR WKS CO INC NEWhistory →COM10.58%$16M114.7K
6MTNVAIL RESORTS INChistory →COM8.60%$13M82.5K
7SAIASAIA INChistory →COM4.32%$7M23.8K
8LDOSLEIDOS HOLDINGS INChistory →COM3.93%$6M37.5K
9AGIALAMOS GOLD INC NEWhistory →COM CL A3.87%$6M219.4K
10AEMAGNICO EAGLE MINES LTDhistory →COM2.96%$4M37.5K
11OLNOLIN CORPhistory →COM PAR $12.00%$3M150.0K
12UNHUNITEDHEALTH GROUP INChistory →COM1.76%$3M8.5K
13BLDRBUILDERS FIRSTSOURCE INChistory →COM1.16%$2M15.0K
14IQVIQVIA HLDGS INCCOM0.52%$787,9505.0K
15NEOGNEOGEN CORPCOM0.32%$478,000100.0K

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 ↗.