0001398344-22-015662.txt : 20220815 0001398344-22-015662.hdr.sgml : 20220815 20220815171556 ACCESSION NUMBER: 0001398344-22-015662 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221166716 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 06-30-2022 06-30-2022 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 08-15-2022 0 18 236105 INFORMATION TABLE 2 fp0077879_13fhr-table.xml 13F INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 13893 6375 SH SOLE 6375 0 0 AMAZON COM INC COM 023135106 14737 138750 SH SOLE 138750 0 0 BALL CORP COM 058498106 6877 100000 SH SOLE 100000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 24568 457500 SH SOLE 457500 0 0 CACI INTL INC CL A 127190304 19372 68750 SH SOLE 68750 0 0 CITIZENS FINL GROUP INC COM 174610105 3569 100000 SH SOLE 100000 0 0 CONSTELLATION ENERGY CORP COM 21037T109 18810 328500 SH SOLE 328500 0 0 CONSTELLIUM SE CL A SHS F21107101 10568 800000 SH SOLE 800000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 4695 38750 SH SOLE 38750 0 0 DIGIMARC CORP NEW COM 25381B101 977 69114 SH SOLE 69114 0 0 EQUITABLE HLDGS INC COM 29452E101 19553 750000 SH SOLE 750000 0 0 JELD-WEN HLDG INC COM 47580P103 7660 525000 SH SOLE 525000 0 0 LEIDOS HOLDINGS INC COM 525327102 18631 185000 SH SOLE 185000 0 0 MASONITE INTL CORP COM 575385109 14982 195000 SH SOLE 195000 0 0 OLIN CORP COM PAR $1 680665205 14115 305000 SH SOLE 305000 0 0 RENAISSANCERE HLDGS LTD COM G7496G103 10555 67500 SH SOLE 67500 0 0 SCHWAB CHARLES CORP COM 808513105 18954 300000 SH SOLE 300000 0 0 SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 13590 1000000 SH SOLE 1000000 0 0