Soapstone Management L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$128.0B
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 100,000 | $19.0B | 14.86% | |
| 2 | AWCAMERICAN WTR WKS CO INC NEW | 125,000 | $18.4B | 14.41% | |
| 3 | PSAPUBLIC STORAGE OPER CO | 53,750 | $16.1B | 12.57% | |
| 4 | CSTMCONSTELLIUM SE | 1,577,199 | $15.9B | 12.43% | |
| 5 | MTNVAIL RESORTS INC | 81,250 | $13.0B | 10.16% | |
| 6 | CFGCITIZENS FINL GROUP INC | 300,000 | $12.3B | 9.60% | |
| 7 | HDBHDFC BANK LTD | 175,000 | $11.6B | 9.08% | |
| 8 | LDOSLEIDOS HOLDINGS INC | 37,500 | $5.1B | 3.95% | |
| 9 | AEMAGNICO EAGLE MINES LTD | 40,000 | $4.3B | 3.39% | |
| 10 | OLNOLIN CORP | 150,000 | $3.6B | 2.84% | |
| 11 | NEMNEWMONT CORP | 68,750 | $3.3B | 2.59% | |
| 12 | CEGCONSTELLATION ENERGY CORP | 12,500 | $2.5B | 1.97% | |
| 13 | BLDRBUILDERS FIRSTSOURCE INC | 15,000 | $1.9B | 1.46% | |
| 14 | NEOGNEOGEN CORP | 100,000 | $867.0M | 0.68% |