Portfolio (Quarterly) Guide ↗

Soapstone Management L.P.

· CIK 0001726948

13F Portfolio $136M AUM 13 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 2 New 1 Added 6 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	BDX	BECTON DICKINSON & CO	Healthcare	23,500	$4.4M	2.99%	SOLD
2	—	COOPER COS INC	—	63,750	$4.4M	2.97%	SOLD

Sector Allocation

Basic Materials 44.5%

Consumer Cyclical 22.7%

Real Estate 14.3%

Financial Services 9.7%

Utilities 7.2%

Industrials 1.1%

Healthcare 0.5%