SEC 13F Intelligence

Soapstone Management L.P. / BMCH

Soapstone Management L.P.’s Bmc Stk Hldgs Inc Position

Does Soapstone Management L.P. own Bmc Stk Hldgs Inc (BMCH)? Not currently — the last reported position was 275.0K shares worth $15M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q4 2020
Shares
275.0K
% of Portfolio
+6.35%
Quarters Held
9
position exited

Position History BMCH

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $11MQ2 ’19: $10MQ2 ’19Q3 ’19: $11MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $10MQ2 ’20Q3 ’20: $13MQ4 ’20: $15MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2020275.0K$15M+6.35%
Q3 2020300.0K$13M+6.31%
Q2 2020400.0K$10M+5.79%
Q1 2020400.0K$7M+6.11%
Q4 2019325.0K$9M+5.93%
Q3 2019425.0K$11M+6.06%
Q2 2019454.1K$10M+5.23%
Q1 2019600.0K$11M+5.17%
Q4 2018600.0K$9M+5.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soapstone Management L.P.’s full portfolio or all institutional holders of BMCH.