0001398344-23-000963.txt : 20230125 0001398344-23-000963.hdr.sgml : 20230125 20230125103840 ACCESSION NUMBER: 0001398344-23-000963 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230125 DATE AS OF CHANGE: 20230125 EFFECTIVENESS DATE: 20230125 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: 23550569 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 X0202 13F-HR LIVE false false false 0001726948 XXXXXXXX 12-31-2022 12-31-2022 false Soapstone Management L.P.

5404 WISCONSIN AVE SUITE 1000 CHEVY CHASE MD 20815

13F HOLDINGS REPORT 028-18586 000162936 801-108028 N Jed Nussdorf 212-319-1438 /s/ Jed Nussdorf Chevy Chase MD 01-25-2023 0 18 237148733 INFORMATION TABLE 2 fp0081752-1_13fhr-table.xml ALPHABET INC CAP STK CL A 02079K305 7940700 90000 SH SOLE 90000 0 0 AMAZON COM INC COM 023135106 15225000 181250 SH SOLE 181250 0 0 BALL CORP COM 058498106 15676098 306533 SH SOLE 306533 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 19139600 295000 SH SOLE 295000 0 0 CACI INTL INC CL A 127190304 10026179 33355 SH SOLE 33355 0 0 CANADIAN NAT RES LTD COM 136385101 5553000 100000 SH SOLE 100000 0 0 CITIZENS FINL GROUP INC COM 174610105 3937000 100000 SH SOLE 100000 0 0 CONSTELLATION ENERGY CORP COM 21037T109 24569850 285000 SH SOLE 285000 0 0 CONSTELLIUM SE CL A SHS F21107101 9464000 800000 SH SOLE 800000 0 0 DIGIMARC CORP NEW COM 25381B101 1277918 69114 SH SOLE 69114 0 0 EQUITABLE HLDGS INC COM 29452E101 18655000 650000 SH SOLE 650000 0 0 JELD-WEN HLDG INC COM 47580P103 3377500 350000 SH SOLE 350000 0 0 LEIDOS HOLDINGS INC COM 525327102 9993050 95000 SH SOLE 95000 0 0 MASONITE INTL CORP COM 575385109 14106750 175000 SH SOLE 175000 0 0 NEOGEN CORP COM 640491106 18199850 1195000 SH SOLE 1195000 0 0 OLIN CORP COM PAR $1 680665205 17205500 325000 SH SOLE 325000 0 0 SCHWAB CHARLES CORP COM 808513105 26643200 320000 SH SOLE 320000 0 0 SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 16158538 882498 SH SOLE 882498 0 0