0001398344-20-010554.txt : 20200515 0001398344-20-010554.hdr.sgml : 20200515 20200515161328 ACCESSION NUMBER: 0001398344-20-010554 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20885328 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 13F-HR LIVE false false false 0001726948 XXXXXXXX 03-31-2020 03-31-2020 false Soapstone Management L.P.

5404 WISCONSIN AVE SUITE 1000 CHEVY CHASE MD 20815

13F HOLDINGS REPORT 028-18586 N Jed Nussdorf 212-319-1438 /s/ Jed Nussdorf Chevy Chase MD 05-15-2020 0 15 116056 INFORMATION TABLE 2 fp0052715_13fhr-table.xml 13F INFORMATION TABLE ADVANSIX INC COM 00773T101 782 82009 SH SOLE 82009 0 0 ALPHABET INC CAP STK CL A 02079K305 7640 6575 SH SOLE 6575 0 0 BEACON ROOFING SUPPLY INC COM 073685109 11165 675000 SH SOLE 675000 0 0 BMC STK HLDGS INC COM 05591B109 7092 400000 SH SOLE 400000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 22626 1850000 SH SOLE 1850000 0 0 EQUITABLE HLDGS INC COM 29452E101 2890 200000 SH SOLE 200000 0 0 FOUR CORNERS PPTY TR INC COM 35086T109 5351 285995 SH SOLE 285995 0 0 INSPERITY INC COM 45778Q107 5595 150000 SH SOLE 150000 0 0 OLIN CORP COM PAR $1 680665205 11524 987500 SH SOLE 987500 0 0 PUBLIC STORAGE COM 74460D109 12413 62500 SH SOLE 62500 0 0 SCHWAB CHARLES CORP COM 808513105 13448 400000 SH SOLE 400000 0 0 SUNCOR ENERGY INC NEW COM 867224107 1857 117500 SH SOLE 117500 0 0 UNITED RENTALS INC COM 911363109 7111 69110 SH SOLE 69110 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3693 14807 SH SOLE 14807 0 0 WELLS FARGO CO NEW COM 949746101 2870 100000 SH SOLE 100000 0 0