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SOAPSTONE MANAGEMENT L.P.
SOAPSTONE MANAGEMENT L.P.
Latest filing: 2026-06-30
SOAPSTONE MANAGEMENT L.P. runs SOAPSTONE MANAGEMENT L.P. and currently holds 13 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $137.50M. Their top holdings are AGI, PSA, COO, HDB, SCHW. The top five represent 66.6% of reported portfolio weight. SOAPSTONE MANAGEMENT L.P. ranks #708 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SOAPSTONE MANAGEMENT L.P. initiated 4 new positions. They added to 3 existing positions. They trimmed 5 positions. Their current best-performing preview position is CSTM with returns of +29.66%.
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13 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AGI ALAMOS GOLD INC | 22.07% | $33.86 | $37.87 | +11.83% | Added +33.33% |
 PSA PUBLIC STORAGE | 13.31% | $297.02 | $322.54 | +8.59% | Trimmed -23.33% |
 COO COOPER COS INC | 11.73% | $71.71 | $76.22 | +6.29% | New Buy |
 HDB HDFC BANK LTD | 9.86% | $25.38 | $23.60 | -7.03% | Added +110.00% |
 SCHW SCHWAB CHARLES CORP | 9.65% | $92.27 | $112.30 | +21.70% | New Buy |
 BDX BECTON DICKINSON & CO | 9.35% | $154.71 | $191.97 | +24.08% | Added +74.36% |
 POST POST HLDGS INC | 6.98% | $88.26 | $80.44 | -8.87% | New Buy |
 CSTM CONSTELLIUM SE | 4.64% | $14.42 | $27.05 | +87.59% | Trimmed -75.00% |
 TFX TELEFLEX INCORPORATED | 4.61% | $119.61 | $138.85 | +16.09% | Trimmed -57.89% |
 AMZN AMAZON COM INC | 3.47% | $144.72 | $258.63 | +78.71% | Trimmed -14.89% |
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