Broyhill Asset Management’s Sotera Health SHC Stock Holding History

Broyhill Asset Management’s Portfolio SHC Stock Details SHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.17M	Buy	291,128 +9,597	+3%	+$151K	4.59%	4
2026 Q1	$4.04M	Buy	281,531 +252,588	+873%	+$4.19M	3.73%	7
2025 Q4	$511K	Hold	28,943	–	–	0.45%	49
2025 Q3	$455K	Buy	+28,943	New	+$406K	0.4%	57

Other funds holding SHC

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

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

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Broyhill Asset Management's SHC Position: Q2 2026 in Review

Broyhill Asset Management increased its Sotera Health (SHC) stake by 3.4% in Q2 2026, buying an estimated $151K and bringing the position to 291,128 shares worth $5.17M. The position accounts for 4.59% of the portfolio, ranked #4.

Broyhill Asset Management first reported a position in SHC in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Broyhill Asset Management held 291,128 shares of Sotera Health worth $5.17M as of Q2 2026.
Broyhill Asset Management bought 9,597 Sotera Health shares in Q2 2026, an estimated $151K.
Sotera Health made up 4.59% of Broyhill Asset Management's portfolio in Q2 2026, its #4 holding.
Broyhill Asset Management first reported a position in Sotera Health in Q3 2025 and has held it in 4 quarters since.
320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.