Soapstone Management L.P. — 13F holdings

Soapstone Management L.P. reported 13 holdings worth $138M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AGI ALAMOS GOLD INC NEW — $30.3M (22.1%)
2. PSA PUBLIC STORAGE OPER CO — $18.3M (13.3%)
3. COO COOPER COS INC — $16.1M (11.7%)
4. HDB HDFC BANK LTD — $13.6M (9.9%)
5. SCHW SCHWAB CHARLES CORP — $13.3M (9.6%)
6. BDX BECTON DICKINSON & CO — $12.9M (9.4%)
7. POST POST HLDGS INC — $9.60M (7.0%)
8. CSTM CONSTELLIUM SE — $6.37M (4.6%)
9. TFX TELEFLEX INCORPORATED — $6.34M (4.6%)
10. AMZN AMAZON COM INC — $4.77M (3.5%)