0001398344-20-015872.txt : 20200814 0001398344-20-015872.hdr.sgml : 20200814 20200814151122 ACCESSION NUMBER: 0001398344-20-015872 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Soapstone Management L.P. CENTRAL INDEX KEY: 0001726948 IRS NUMBER: 203508536 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18586 FILM NUMBER: 201104396 BUSINESS ADDRESS: STREET 1: 5404 WISCONSIN AVE STREET 2: SUITE 1000 CITY: CHEVY CHASE STATE: MD ZIP: 20815 BUSINESS PHONE: 212-319-1438 MAIL ADDRESS: STREET 1: 5404 WISCONSIN AVE STREET 2: SUITE 1000 CITY: CHEVY CHASE STATE: MD ZIP: 20815 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001726948 XXXXXXXX 06-30-2020 06-30-2020 false Soapstone Management L.P.

5404 WISCONSIN AVE SUITE 1000 CHEVY CHASE MD 20815

13F HOLDINGS REPORT 028-18586 N Jed Nussdorf 212-319-1438 /s/ Jed Nussdorf Chevy Chase MD 08-14-2020 0 17 173540 INFORMATION TABLE 2 fp0055571_13fhr-table.xml 13F INFORMATION TABLE ADVANSIX INC COM 00773T101 963 82009 SH SOLE 82009 0 0 ALPHABET INC CAP STK CL A 02079K305 8154 5750 SH SOLE 5750 0 0 BEACON ROOFING SUPPLY INC COM 073685109 19118 725000 SH SOLE 725000 0 0 BMC STK HLDGS INC COM 05591B109 10056 400000 SH SOLE 400000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 41400 2000000 SH SOLE 2000000 0 0 CITIZENS FINANCIAL GROUP INC COM 174610105 11989 475000 SH SOLE 475000 0 0 EQUITABLE HLDGS INC COM 29452E101 4823 250000 SH SOLE 250000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 3352 25000 SH SOLE 25000 0 0 FOUR CORNERS PPTY TR INC COM 35086T109 7930 325000 SH SOLE 325000 0 0 INSPERITY INC COM 45778Q107 9710 150000 SH SOLE 150000 0 0 OLIN CORP COM PAR $1 680665205 11490 1000000 SH SOLE 1000000 0 0 PUBLIC STORAGE COM 74460D109 11993 62500 SH SOLE 62500 0 0 SCHWAB CHARLES CORP COM 808513105 19401 575000 SH SOLE 575000 0 0 TRUIST FINL CORP COM 89832Q109 3755 100000 SH SOLE 100000 0 0 UNITED RENTALS INC COM 911363109 3726 25000 SH SOLE 25000 0 0 US BANCORP DEL COM NEW 902973304 1841 50000 SH SOLE 50000 0 0 WELLS FARGO CO NEW COM 949746101 3840 150000 SH SOLE 150000 0 0