0001398344-21-016326.txt : 20210816 0001398344-21-016326.hdr.sgml : 20210816 20210816163033 ACCESSION NUMBER: 0001398344-21-016326 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211178840 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 06-30-2021 06-30-2021 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 08-16-2021 0 20 249212 INFORMATION TABLE 2 fp0067231_13fhr-table.xml 13F INFORMATION TABLE ADIENT PLC ORD SHS G0084W101 4995 110517 SH SOLE 110517 0 0 ADVANSIX INC COM 00773T101 2986 100000 SH SOLE 100000 0 0 ALPHABET INC CAP STK CL A 02079K305 9767 4000 SH SOLE 4000 0 0 AMAZON COM INC COM 023135106 11181 3250 SH SOLE 3250 0 0 BEACON ROOFING SUPPLY INC COM 073685109 10650 200000 SH SOLE 200000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 39461 925000 SH SOLE 925000 0 0 CITIZENS FINL GROUP INC COM 174610105 22935 500000 SH SOLE 500000 0 0 CONSTELLIUM SE CL A SHS F21107101 11370 600000 SH SOLE 600000 0 0 EQUITABLE HLDGS INC COM 29452E101 34256 1125000 SH SOLE 1125000 0 0 JELD-WEN HLDG INC COM 47580P103 7659 291650 SH SOLE 291650 0 0 LEIDOS HOLDINGS INC COM 525327102 10110 100000 SH SOLE 100000 0 0 MASONITE INTL CORP COM 575385109 12157 108750 SH SOLE 108750 0 0 NORTHROP GRUMMAN CORP COM 666807102 14991 41250 SH SOLE 41250 0 0 OLIN CORP COM PAR $1 680665205 11565 250000 SH SOLE 250000 0 0 PUBLIC STORAGE COM 74460D109 1879 6250 SH SOLE 6250 0 0 SCHWAB CHARLES CORP COM 808513105 10922 150000 SH SOLE 150000 0 0 TRUIST FINL CORP COM 89832Q109 16650 300000 SH SOLE 300000 0 0 US BANCORP DEL COM NEW 902973304 2849 50000 SH SOLE 50000 0 0 WELLS FARGO CO NEW COM 949746101 5661 125000 SH SOLE 125000 0 0 WEST FRASER TIMBER CO LTD COM 952845105 7168 100000 SH SOLE 100000 0 0