0001398344-21-003555.txt : 20210216 0001398344-21-003555.hdr.sgml : 20210216 20210216164050 ACCESSION NUMBER: 0001398344-21-003555 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21639741 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 12-31-2020 12-31-2020 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 02-16-2021 0 20 232336 INFORMATION TABLE 2 fp0061200_13fhr-table.xml 13F INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 4646 133610 SH SOLE 133610 0 0 ADVANSIX INC COM 00773T101 3566 178380 SH SOLE 178380 0 0 ALPHABET INC CAP STK CL A 02079K305 8763 5000 SH SOLE 5000 0 0 BEACON ROOFING SUPPLY INC COM 073685109 20075 499500 SH SOLE 499500 0 0 BMC STK HLDGS INC COM 05591B109 14762 275000 SH SOLE 275000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 27547 675000 SH SOLE 675000 0 0 CITIZENS FINL GROUP INC COM 174610105 21277 595000 SH SOLE 595000 0 0 EQUITABLE HLDGS INC COM 29452E101 28149 1100000 SH SOLE 1100000 0 0 FOUR CORNERS PPTY TR INC COM 35086T109 9675 325000 SH SOLE 325000 0 0 JELD-WEN HLDG INC COM 47580P103 6340 250000 SH SOLE 250000 0 0 LEIDOS HOLDINGS INC COM 525327102 2815 26782 SH SOLE 26782 0 0 MASONITE INTL CORP COM 575385109 12293 125000 SH SOLE 125000 0 0 NORTHROP GRUMMAN CORP COM 666807102 6094 20000 SH SOLE 20000 0 0 OLIN CORP COM PAR $1 680665205 12564 511574 SH SOLE 511574 0 0 PUBLIC STORAGE COM 74460D109 15045 65149 SH SOLE 65149 0 0 SCHWAB CHARLES CORP COM 808513105 17238 325000 SH SOLE 325000 0 0 TRUIST FINL CORP COM 89832Q109 9586 200000 SH SOLE 200000 0 0 UNITED RENTALS INC COM 911363109 4290 18500 SH SOLE 18500 0 0 US BANCORP DEL COM NEW 902973304 2330 50000 SH SOLE 50000 0 0 WELLS FARGO CO NEW COM 949746101 5282 175000 SH SOLE 175000 0 0