Jed Nussdorf

Soapstone Management L.p.

Assets Managed

$140.403M

Holdings

Last Quarter

2026 - Q1

Filed Date

6d ago

Growth Rate

3.46%(2Q avg: -2.2%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Soapstone Management L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 12 positions.

Assets under management

The assets under management (AUM) of Soapstone Management L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 140.403M in assets, with a quarterly growth rate of 3.46% and a 2-quarter average growth rate of -2.2%. The portfolio is managed by Jed Nussdorf, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AGI Alamos Gold Inc-class A Recent Activity Increased 7.87%	23.74%	$33.322M 750,000 shares@ $44.43 avg price	Increased 7.87%
PSA Public Storage Recent Activity	14.47%	$20.316M 75,000 shares@ $270.88 avg price
CSTM Constellium Se Recent Activity Decreased -40.74%	14.01%	$19.664M 800,000 shares@ $24.58 avg price	Decreased -40.74%
TFX Teleflex Inc Recent Activity New Position	10.12%	$14.204M 118,750 shares@ $119.62 avg price	New Position
CFG Citizens Financial Group Recent Activity	9.62%	$13.493M 225,000 shares@ $59.97 avg price
MTN Vail Resorts Inc Recent Activity	7.32%	$10.266M 80,000 shares@ $128.32 avg price
BDX Becton Dickinson And Co Recent Activity New Position	5.46%	$7.665M 48,750 shares@ $157.24 avg price	New Position
ANGI Angi Inc Recent Activity New Position	4.88%	$6.85M 1M shares@ $6.85 avg price	New Position
HDB Hdfc Bank Ltd-adr Recent Activity New Position	4.44%	$6.22M 250,000 shares@ $24.88 avg price	New Position
AMZN Amazon.com Inc Recent Activity Decreased -43.03%	3.49%	$4.894M 23,500 shares@ $208.27 avg price	Decreased -43.03%

1-10 of 12