StockDriftsStockDriftsTop 12 Soapstone Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGI | ALAMOS GOLD INC | 23.73% | 750.0K | $33.3M | +7.87%(+54.72K) | $33.37(+20.57%) | 2026-03-31 | |
| PSA | PUBLIC STORAGE OPER CO | 14.47% | 75.0K | $20.3M | +0.00%(+0) | $297.45(-1.67%) | 2026-03-31 | |
| CSTM | CONSTELLIUM SE | 14.01% | 800.0K | $19.7M | -40.74%(-550.00K) | $15.04(+112.12%) | 2026-03-31 | |
| TFX | TELEFLEX INCORPORATED | 10.12% | 118.8K | $14.2M | new | $120.83(+7.35%) | 2026-03-31 | |
| CFG | CITIZENS FINL GROUP INC | 9.61% | 225.0K | $13.5M | +0.00%(+0) | $39.33(+54.72%) | 2026-03-31 | |
| MTN | VAIL RESORTS INC | 7.31% | 80.0K | $10.3M | +0.00%(+0) | $180.05(-32.49%) | 2026-03-31 | |
| BDX | BECTON DICKINSON & CO | 5.46% | 48.8K | $7.7M | new | $146.55(-2.10%) | 2026-03-31 | |
| ANGI | ANGI INC | 4.88% | 1.00M | $6.8M | new | $9.89(-49.65%) | 2026-03-31 | |
| HDB | HDFC BANK LTD | 4.43% | 250.0K | $6.2M | new | $30.65(-20.23%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.49% | 23.5K | $4.9M | -43.03%(-17.75K) | $158.66(+66.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.23% | +87.13% |
| Top 20 Holdings Unweighted | +24.09% | +91.09% |
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