Soapstone Management’s Vail Resorts MTN Stock Holding History

Soapstone Management’s Portfolio MTN Stock Details MTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.04M	Sell	15,000 -65,000	-81%	-$8.46M	1.49%	12
2026 Q1	$10.3M	Hold	80,000	–	–	7.31%	6
2025 Q4	$10.6M	Sell	80,000 -3,023	-4%	-$445K	7.83%	5
2025 Q3	$12.4M	Buy	83,023 +523	+0.6%	+$81.2K	8.43%	6
2025 Q2	$13M	Buy	82,500 +1,250	+2%	+$186K	8.6%	6
2025 Q1	$13M	Buy	81,250 +2,500	+3%	+$415K	10.16%	5
2024 Q4	$14.8M	Buy	78,750 +10,000	+15%	+$1.79M	13.87%	3
2024 Q3	$12M	Buy	68,750 +58,750	+588%	+$10.5M	9.96%	4
2024 Q2	$1.8M	Buy	+10,000	New	+$1.99M	1.2%	17

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Soapstone Management's MTN Position: Q2 2026 in Review

Soapstone Management reduced its Vail Resorts (MTN) stake by 81% in Q2 2026, selling an estimated $8.46M and leaving 15,000 shares worth $2.04M. The position accounts for 1.49% of the portfolio, ranked #12.

Soapstone Management first reported a position in MTN in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.8M in Q4 2024. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Soapstone Management held 15,000 shares of Vail Resorts worth $2.04M as of Q2 2026.
Soapstone Management sold 65,000 Vail Resorts shares in Q2 2026, an estimated $8.46M.
Vail Resorts made up 1.49% of Soapstone Management's portfolio in Q2 2026, its #12 holding.
Soapstone Management first reported a position in Vail Resorts in Q2 2024 and has held it in 9 quarters since.
Soapstone Management's Vail Resorts position peaked at $14.8M in Q4 2024.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Soapstone Management's 13F filing for Q2 2026, filed 14 Aug 2026.