Soapstone Management L.P.: AGI position timeline

Soapstone Management L.P. held 1,000,000 AGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,000,000 shares

   Change vs previous 13F +250,000 shares

   22.07% of the 13F portfolio, value $30,340,000.

   13F-HR 0001398344-26-014653 filed by Soapstone Management L.P.
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 750,000 shares

   Change vs previous 13F +54,715 shares

   23.73% of the 13F portfolio, value $33,322,500.

   13F-HR 0001398344-26-009297 filed by Soapstone Management L.P.
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 695,285 shares

   Change vs previous 13F +384,594 shares

   19.77% of the 13F portfolio, value $26,824,095.

   13F-HR 0001398344-26-003286 filed by Soapstone Management L.P.
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 310,691 shares

   Change vs previous 13F +91,268 shares

   7.35% of the 13F portfolio, value $10,830,688.

   13F-HR 0001398344-25-020993 filed by Soapstone Management L.P.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 219,423 shares

   Change vs previous 13F not available

   3.87% of the 13F portfolio, value $5,827,875.

   13F-HR 0001398344-25-015664 filed by Soapstone Management L.P.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).