Soapstone Management’s Newmont NEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-68,750	Closed	-$3.32M	–	18
2025 Q1	$3.32M	Sell	68,750 -46,250	-40%	-$2.23M	2.59%	11
2024 Q4	$4.28M	Sell	115,000 -60,000	-34%	-$2.23M	4.02%	11
2024 Q3	$9.35M	Buy	+175,000	New	+$9.35M	7.78%	5