0001398344-24-003172.txt : 20240214 0001398344-24-003172.hdr.sgml : 20240214 20240214160508 ACCESSION NUMBER: 0001398344-24-003172 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Soapstone Management L.P. CENTRAL INDEX KEY: 0001726948 ORGANIZATION NAME: 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: 24637695 BUSINESS ADDRESS: STREET 1: 7500 OLD GEORGETOWN ROAD STREET 2: SUITE 200 CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 212-319-1438 MAIL ADDRESS: STREET 1: 7500 OLD GEORGETOWN ROAD STREET 2: SUITE 200 CITY: BETHESDA STATE: MD ZIP: 20814 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001726948 XXXXXXXX 12-31-2023 12-31-2023 false Soapstone Management L.P.

7500 OLD GEORGETOWN ROAD SUITE 200 BETHESDA MD 20814

13F HOLDINGS REPORT 028-18586 000162936 801-108028 N Jed Nussdorf 212-319-1438 /s/ Jed Nussdorf Bethesda MD 02-14-2024 0 19 182847307 INFORMATION TABLE 2 fp0086469-11_13fhr-table.xml AMAZON COM INC COM 023135106 13864525 91250 SH SOLE 91250 0 0 BALL CORP COM 058498106 5752000 100000 SH SOLE 100000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 8347000 50000 SH SOLE 50000 0 0 CITIZENS FINL GROUP INC COM 174610105 3314000 100000 SH SOLE 100000 0 0 CONSTELLATION ENERGY CORP COM 21037T109 14026800 120000 SH SOLE 120000 0 0 CONSTELLIUM SE CL A SHS F21107101 15968000 800000 SH SOLE 800000 0 0 DIGIMARC CORP NEW COM 25381B101 1576385 43643 SH SOLE 43643 0 0 EQUITABLE HLDGS INC COM 29452E101 10822500 325000 SH SOLE 325000 0 0 JELD-WEN HLDG INC COM 47580P103 8496000 450000 SH SOLE 450000 0 0 KENVUE INC COM 49177J102 18300500 850000 SH SOLE 850000 0 0 KNIFE RIVER CORP COMMON STOCK 498894104 15681814 236957 SH SOLE 236957 0 0 LEIDOS HOLDINGS INC COM 525327102 19017768 175700 SH SOLE 175700 0 0 MASONITE INTL CORP COM 575385109 2645625 31250 SH SOLE 31250 0 0 NEOGEN CORP COM 640491106 3547122 176386 SH SOLE 176386 0 0 OLIN CORP COM PAR $1 680665205 16454750 305000 SH SOLE 305000 0 0 SCHWAB CHARLES CORP COM 808513105 2580000 37500 SH SOLE 37500 0 0 SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 11097018 802968 SH SOLE 802968 0 0 VESTIS CORPORATION COM SHS 29430C102 10041500 475000 SH SOLE 475000 0 0 WK KELLOGG CO COM SHS 92942W107 1314000 100000 SH SOLE 100000 0 0