0001398344-23-020701.txt : 20231114 0001398344-23-020701.hdr.sgml : 20231114 20231114160503 ACCESSION NUMBER: 0001398344-23-020701 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231405811 BUSINESS ADDRESS: STREET 1: 7500 OLD GEORGETOWN ROAD STREET 2: 15TH FLOOR CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 212-319-1438 MAIL ADDRESS: STREET 1: 7500 OLD GEORGETOWN ROAD STREET 2: 15TH FLOOR CITY: BETHESDA STATE: MD ZIP: 20814 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001726948 XXXXXXXX 09-30-2023 09-30-2023 false Soapstone Management L.P.

7500 OLD GEORGETOWN ROAD 15TH FLOOR BETHESDA MD 20814

13F HOLDINGS REPORT 028-18586 000162936 801-108028 N Jed Nussdorf 212-319-1438 /s/ Jed Nussdorf Chevy Chase MD 11-14-2023 0 18 216265220 INFORMATION TABLE 2 fp0085477-12_13fhr-table.xml AMAZON COM INC COM 023135106 13347600 105000 SH SOLE 105000 0 0 BALL CORP COM 058498106 23645500 475000 SH SOLE 475000 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 7469400 60000 SH SOLE 60000 0 0 CITIZENS FINL GROUP INC COM 174610105 2680000 100000 SH SOLE 100000 0 0 CONSTELLATION ENERGY CORP COM 21037T109 19089000 175000 SH SOLE 175000 0 0 CONSTELLIUM SE CL A SHS F21107101 14560000 800000 SH SOLE 800000 0 0 DIGIMARC CORP NEW COM 25381B101 2245514 69114 SH SOLE 69114 0 0 EQUITABLE HLDGS INC COM 29452E101 12070000 425000 SH SOLE 425000 0 0 FORTREA HLDGS INC COMMON STOCK 34965K107 10006500 350000 SH SOLE 350000 0 0 JELD-WEN HLDG INC COM 47580P103 6662405 498683 SH SOLE 498683 0 0 KENVUE INC COM 49177J102 11947600 595000 SH SOLE 595000 0 0 KNIFE RIVER CORP COMMON STOCK 498894104 21241050 435000 SH SOLE 435000 0 0 LEIDOS HOLDINGS INC COM 525327102 16192512 175700 SH SOLE 175700 0 0 MASONITE INTL CORP COM 575385109 5709725 61250 SH SOLE 61250 0 0 NEOGEN CORP COM 640491106 15139764 816600 SH SOLE 816600 0 0 OLIN CORP COM PAR $1 680665205 16243500 325000 SH SOLE 325000 0 0 SCHWAB CHARLES CORP COM 808513105 8235000 150000 SH SOLE 150000 0 0 SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 9780150 802968 SH SOLE 802968 0 0