HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CONSTELLATION ENERGY CORP |
275,000 | -50,000 | $25,176 |
| CEG | 275,000 | -50,000 | $25,176 |
| BALL CORP |
341,682 | +16,682 | $19,889 |
| BALL | 341,682 | +16,682 | $19,889 |
| SCHWAB CHARLES CORP |
325,000 | UNCH | $18,421 |
| SCHW | 325,000 | UNCH | $18,421 |
| NEOGEN CORP |
825,000 | -175,000 | $17,944 |
| NEOG | 825,000 | -175,000 | $17,944 |
| OLIN CORP |
337,700 | +27,700 | $17,354 |
| OLN | 337,700 | +27,700 | $17,354 |
| LEIDOS HOLDINGS INC |
185,000 | +70,250 | $16,369 |
| LDOS | 185,000 | +70,250 | $16,369 |
| AMAZON COM INC |
120,000 | -42,500 | $15,643 |
| AMZN | 120,000 | -42,500 | $15,643 |
| CONSTELLIUM SE |
850,000 | +50,000 | $14,620 |
| CSTM | 850,000 | +50,000 | $14,620 |
| EQUITABLE HLDGS INC |
525,000 | +75,000 | $14,262 |
| EQH | 525,000 | +75,000 | $14,262 |
| SENDAS DISTRIBUIDORA S A |
802,968 | UNCH | $11,571 |
| ASAI | 802,968 | UNCH | $11,571 |
| JELD WEN HLDG INC |
641,958 | +141,958 | $11,260 |
| JELD | 641,958 | +141,958 | $11,260 |
| KNIFE RIVER CORP |
205,137 | +205,137 | $8,923 |
| KNF | 205,137 | +205,137 | $8,923 |
| BUILDERS FIRSTSOURCE INC |
62,500 | -197,500 | $8,500 |
| BLDR | 62,500 | -197,500 | $8,500 |
| MASONITE INTL CORP |
78,750 | -70,000 | $8,067 |
| DOOR | 78,750 | -70,000 | $8,067 |
| FORTREA HLDGS INC |
166,497 | +166,497 | $5,663 |
| FTREV | 166,497 | +166,497 | $5,663 |
| CANADIAN NAT RES LTD |
100,000 | UNCH | $5,626 |
| CNQ | 100,000 | UNCH | $5,626 |
| CITIZENS FINL GROUP INC |
100,000 | UNCH | $2,608 |
| CFG | 100,000 | UNCH | $2,608 |
See Full List: All Stocks Held By Soapstone Management L.P.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Soapstone Management L.P.
|
Size ($ in 1000's)
At 06/30/2023: $223,931 At 03/31/2023: $223,863 Soapstone Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Soapstone Management L.P. 13F filings. Link to 13F filings: SEC filings |
