0001398344-20-022730.txt : 20201116 0001398344-20-022730.hdr.sgml : 20201116 20201116161415 ACCESSION NUMBER: 0001398344-20-022730 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201317045 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 09-30-2020 09-30-2020 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 11-16-2020 0 20 203652 INFORMATION TABLE 2 fp0058391_13fhr-table.xml 13F INFORMATION TABLE ADVANSIX INC COM 00773T101 1932 150000 SH SOLE 150000 0 0 ALPHABET INC CAP STK CL A 02079K305 8427 5750 SH SOLE 5750 0 0 BEACON ROOFING SUPPLY INC COM 073685109 17865 575000 SH SOLE 575000 0 0 BMC STK HLDGS INC COM 05591B109 12849 300000 SH SOLE 300000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 32620 1000000 SH SOLE 1000000 0 0 CITIZENS FINL GROUP INC COM 174610105 13272 525000 SH SOLE 525000 0 0 EQUITABLE HLDGS INC COM 29452E101 17784 975000 SH SOLE 975000 0 0 FOUR CORNERS PPTY TR INC COM 35086T109 8317 325000 SH SOLE 325000 0 0 INSPERITY INC COM 45778Q107 8186 125000 SH SOLE 125000 0 0 JELD-WEN HLDG INC COM 47580P103 1732 76637 SH SOLE 76637 0 0 MASONITE INTL CORP COM 575385109 7872 80000 SH SOLE 80000 0 0 OLIN CORP COM PAR $1 680665205 12380 1000000 SH SOLE 1000000 0 0 PROOFPOINT INC COM 743424103 3694 35000 SH SOLE 35000 0 0 PUBLIC STORAGE COM 74460D109 15312 68750 SH SOLE 68750 0 0 SCHWAB CHARLES CORP COM 808513105 21468 592542 SH SOLE 592542 0 0 SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 2717 62976 SH SOLE 62976 0 0 TRUIST FINL CORP COM 89832Q109 7610 200000 SH SOLE 200000 0 0 UNITED RENTALS INC COM 911363109 3708 21250 SH SOLE 21250 0 0 US BANCORP DEL COM NEW 902973304 1793 50000 SH SOLE 50000 0 0 WELLS FARGO CO NEW COM 949746101 4114 175000 SH SOLE 175000 0 0