SOAPSTONE MANAGEMENT L.P.

HTTP://SOAPSTONECAPITAL.COM/ • CHEVY CHASE, MD • Investment Advisor • Hedge Fund How do I update this listing?

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Soapstone Management is based out of Chevy Chase. Soapstone Management is a hedge fund with 1 clients and discretionary assets under management (AUM) of $577,298,815 (Form ADV from 2022-12-16). Their last reported 13F filing for Q4 2022 included $237,148,733 in managed 13F securities and a top 10 holdings concentration of 78.25%. Soapstone Management's largest holding is Charles Schwab Corp with shares held of 320,000. Soapstone Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 21 13F filings

12/31/2022

13F Activity

  • Market Value $237.149 Million
  • Prior Market Value $256.275 Million
  • New Purchases0 stocks
  • Additional Purchases3 stocks
  • Sold out of3 stocks
  • Reduced holdings in8 stocks
  • Top 10 Holdings % 78.25 %
  • Turnover % [1]:16.67%
  • Turnover Alt % [2]: 7.91 %
  • Time Held Top20:7.22 quarters
  • Time Held Top10:5.30 quarters
  • Time Held All:8.39 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-02-14

Performance for Q4 2022: 7.68%
Performance Last 4 Quarters: 0.39%
Performance Metrics
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SOAPSTONE MANAGEMENT L.P.
Classified as Hedge Fund
5404 WISCONSIN AVE SUITE 1000
CHEVY CHASE MD    20815-3579
Country: United States
Business Phone: 212-319-1438
Fax: 212-319-4419
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 1
Amount of client funds and securities by related persons: 577,299,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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SOAPSTONE MANAGEMENT L.P.

ownership team - last updated 2022-12-16
Name Title Start Date Direct/Indirect % Ownership
SOAPSTONE MANAGEMENT GP LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. GENERAL PARTNER direct 2005-09-01
GOTHAM ADVISERS, LLC LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC NON-MANAGING MEMBER direct 2003-01-01
KINGSTOWN CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2006-04-01
KINNEY ASSET MANAGEMENT, LLC. NON-MANAGING MEMBER direct 2003-01-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER direct 2005-09-01
PUNCH CARD MANAGEMENT LP LIMITED PARTNER direct 2004-04-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP LIMITED PARTNER direct 2003-10-01
NUSSDORF, JED, FRANCO LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER 09/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01
GREENBLATT, JOEL, MICHAEL MANAGING MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1995-01-01
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1998-01-01
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA INVESTING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MANAGING MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2003-10-01
GOLDSTEIN, ROBERT, LAURENCE MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA TRADING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MEMBER indirect 2003-10-01
NUSSDORF, JED, FRANCO MANAGING MEMBER SOAPSTONE MANAGEMENT GP LLC 09/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOAPSTONE CAPITAL, L.P. United States 805-3181624193 Hedge Fund 577,298,815 5,000,000

SOAPSTONE MANAGEMENT L.P.

ownership team - last updated 2022-03-11
Name Title Start Date Direct/Indirect % Ownership
SOAPSTONE MANAGEMENT GP LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. GENERAL PARTNER direct 2005-09-01
GOTHAM ADVISERS, LLC LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC NON-MANAGING MEMBER direct 2003-01-01
KINGSTOWN CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2006-04-01
KINNEY ASSET MANAGEMENT, LLC. NON-MANAGING MEMBER direct 2003-01-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER direct 2005-09-01
PUNCH CARD MANAGEMENT LP LIMITED PARTNER direct 2004-04-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP LIMITED PARTNER direct 2003-10-01
NUSSDORF, JED, FRANCO LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER 09/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01
GREENBLATT, JOEL, MICHAEL MANAGING MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1995-01-01
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1998-01-01
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA INVESTING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MANAGING MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2003-10-01
GOLDSTEIN, ROBERT, LAURENCE MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA TRADING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MEMBER indirect 2003-10-01
NUSSDORF, JED, FRANCO MANAGING MEMBER SOAPSTONE MANAGEMENT GP LLC 09/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOAPSTONE CAPITAL, L.P. United States 805-3181624193 Hedge Fund 577,298,815 5,000,000

SOAPSTONE MANAGEMENT L.P.

ownership team - last updated 2021-03-10
Name Title Start Date Direct/Indirect % Ownership
SOAPSTONE MANAGEMENT GP LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. GENERAL PARTNER direct 2005-09-01
GOTHAM ADVISERS, LLC LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC NON-MANAGING MEMBER direct 2003-01-01
KINGSTOWN CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2006-04-01
KINNEY ASSET MANAGEMENT, LLC. NON-MANAGING MEMBER direct 2003-01-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER direct 2005-09-01
PUNCH CARD MANAGEMENT LP LIMITED PARTNER direct 2004-04-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP LIMITED PARTNER direct 2003-10-01
NUSSDORF, JED, FRANCO LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER 09/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01
GREENBLATT, JOEL, MICHAEL MANAGING MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1995-01-01
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1998-01-01
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA INVESTING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MANAGING MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2003-10-01
GOLDSTEIN, ROBERT, LAURENCE MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA TRADING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MEMBER indirect 2003-10-01
NUSSDORF, JED, FRANCO MANAGING MEMBER SOAPSTONE MANAGEMENT GP LLC 09/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOAPSTONE CAPITAL, L.P. United States 805-3181624193 Hedge Fund 519,815,822 5,000,000

SOAPSTONE MANAGEMENT L.P.

ownership team - last updated 2020-08-10
Name Title Start Date Direct/Indirect % Ownership
SOAPSTONE MANAGEMENT GP LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. GENERAL PARTNER direct 2005-09-01
GOTHAM ADVISERS, LLC LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC NON-MANAGING MEMBER direct 2003-01-01
KINGSTOWN CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2006-04-01
KINNEY ASSET MANAGEMENT, LLC. NON-MANAGING MEMBER direct 2003-01-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER direct 2005-09-01
PUNCH CARD MANAGEMENT LP LIMITED PARTNER direct 2004-04-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP LIMITED PARTNER direct 2003-10-01
NUSSDORF, JED, FRANCO LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER 09/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01
GREENBLATT, JOEL, MICHAEL MANAGING MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1995-01-01
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1998-01-01
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA INVESTING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MANAGING MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2003-10-01
GOLDSTEIN, ROBERT, LAURENCE MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA TRADING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MEMBER indirect 2003-10-01
NUSSDORF, JED, FRANCO MANAGING MEMBER SOAPSTONE MANAGEMENT GP LLC 09/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOAPSTONE CAPITAL, L.P. United States 805-3181624193 Hedge Fund 491,565,977 5,000,000

SOAPSTONE MANAGEMENT L.P.

ownership team - last updated 2020-03-18
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOAPSTONE CAPITAL, L.P. United States 805-3181624193 Hedge Fund 491,565,977 5,000,000

SOAPSTONE MANAGEMENT L.P.

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
SOAPSTONE MANAGEMENT GP LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. GENERAL PARTNER direct 2005-09-01
GOTHAM ADVISERS, LLC LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC NON-MANAGING MEMBER direct 2003-01-01
KINGSTOWN CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2006-04-01
KINNEY ASSET MANAGEMENT, LLC. NON-MANAGING MEMBER direct 2003-01-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER direct 2005-09-01
PUNCH CARD MANAGEMENT LP LIMITED PARTNER direct 2004-04-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP LIMITED PARTNER direct 2003-10-01
NUSSDORF, JED, FRANCO LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER 09/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01
GREENBLATT, JOEL, MICHAEL MANAGING MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1995-01-01
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1998-01-01
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA INVESTING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MANAGING MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2003-10-01
GOLDSTEIN, ROBERT, LAURENCE MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA TRADING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MEMBER indirect 2003-10-01
NUSSDORF, JED, FRANCO MANAGING MEMBER SOAPSTONE MANAGEMENT GP LLC 09/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOAPSTONE CAPITAL, L.P. United States 805-3181624193 Hedge Fund 414,948,182 5,000,000

SOAPSTONE MANAGEMENT L.P.

ownership team - last updated 2017-03-16
Name Title Start Date Direct/Indirect % Ownership
SOAPSTONE MANAGEMENT GP LLC GENERAL PARTNER 09/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. GENERAL PARTNER direct 2005-09-01
GOTHAM ADVISERS, LLC LIMITED PARTNER 09/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC NON-MANAGING MEMBER direct 2003-01-01
KINGSTOWN CAPITAL MANAGEMENT L.P. LIMITED PARTNER direct 2006-04-01
KINNEY ASSET MANAGEMENT, LLC. NON-MANAGING MEMBER direct 2003-01-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER direct 2005-09-01
PUNCH CARD MANAGEMENT LP LIMITED PARTNER direct 2004-04-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP LIMITED PARTNER direct 2003-10-01
NUSSDORF, JED, FRANCO LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER 09/01/2005 Direct 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01
GREENBLATT, JOEL, MICHAEL MANAGING MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1995-01-01
PZENA INVESTMENT MANAGEMENT LLC MANAGING MEMBER indirect 1998-01-01
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA INVESTING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MANAGING MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MANAGING MEMBER indirect 2003-10-01
GOLDSTEIN, ROBERT, LAURENCE MEMBER GOTHAM ADVISERS LLC 10/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
HAWKSHAW CAPITAL MANAGEMENT, LLC MANAGING MEMBER indirect 2002-08-01
KINGSTOWN CAPITAL MANAGEMENT L.P. MANAGING MEMBER indirect 2002-07-01
GOTHAM ASSET MANAGEMENT, LLC OWNER indirect 2008-08-01
FORMULA TRADING, LLC OWNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC PARTNER indirect 2008-08-01
GOTHAM ASSET MANAGEMENT, LLC CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING PRINCIPAL/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
GOTHAM ASSET MANAGEMENT, LLC MANAGING DIRECTOR/CO-CHIEF INVESTMENT OFFICER direct 2010-09-01
KINNEY ASSET MANAGEMENT, LLC. MEMBER indirect 2002-07-01
SOAPSTONE MANAGEMENT L.P. MEMBER indirect 2003-10-01
PUNCH CARD MANAGEMENT LP MEMBER indirect 2003-10-01
SPRINGHOUSE CAPITAL MANAGEMENT, LP MEMBER indirect 2003-10-01
NUSSDORF, JED, FRANCO MANAGING MEMBER SOAPSTONE MANAGEMENT GP LLC 09/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER AND CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. LIMITED PARTNER, MANAGING MEMBER OF THE GENERAL PARTNER, CHIEF COMPLIANCE OFFICER direct 2005-09-01
SOAPSTONE MANAGEMENT L.P. MANAGING MEMBER indirect 2005-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOAPSTONE CAPITAL, L.P. United States 805-3181624193 Hedge Fund 212,894,408 1,000,000

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