0001398344-24-014690.txt : 20240814 0001398344-24-014690.hdr.sgml : 20240814 20240814162506 ACCESSION NUMBER: 0001398344-24-014690 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 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: 241208417 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 06-30-2024 06-30-2024 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 08-14-2024 0 18 149883263 INFORMATION TABLE 2 fp0089033-11_13fhr-table.xml AMAZON COM INC COM 023135106 14493750 75000 SH SOLE 75000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 6920500 50000 SH SOLE 50000 0 0 CITIZENS FINL GROUP INC COM 174610105 3603000 100000 SH SOLE 100000 0 0 CONSTELLATION ENERGY CORP COM 21037T109 4005400 20000 SH SOLE 20000 0 0 CONSTELLIUM SE CL A SHS F21107101 13500804 716223 SH SOLE 716223 0 0 EQUITABLE HLDGS INC COM 29452E101 4849750 118750 SH SOLE 118750 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 15117550 235000 SH SOLE 235000 0 0 JELD-WEN HLDG INC COM 47580P103 4641237 344561 SH SOLE 344561 0 0 KENVUE INC COM 49177J102 13635000 750000 SH SOLE 750000 0 0 KNIFE RIVER CORP COMMON STOCK 498894104 10820638 154272 SH SOLE 154272 0 0 LEIDOS HOLDINGS INC COM 525327102 10029250 68750 SH SOLE 68750 0 0 NEOGEN CORP COM 640491106 12269550 785000 SH SOLE 785000 0 0 OLIN CORP COM PAR $1 680665205 10608750 225000 SH SOLE 225000 0 0 SCHWAB CHARLES CORP COM 808513105 1565913 21250 SH SOLE 21250 0 0 SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 9300000 1000000 SH SOLE 1000000 0 0 SILA REALTY TRUST INC COMMON STOCK 146280508 5292500 250000 SH SOLE 250000 0 0 SOLVENTUM CORP COM SHS 83444M101 7428371 140476 SH SOLE 140476 0 0 VAIL RESORTS INC COM 91879Q109 1801300 10000 SH SOLE 10000 0 0