Darsana Capital Partners’s Sotera Health SHC Stock Holding History

Darsana Capital Partners’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	$479M	Buy	27,000,000 +1,000,000	+4%	+$15.8M	2.15%	4
2026 Q1	$373M	Hold	26,000,000	–	–	7.94%	4
2025 Q4	$459M	Buy	26,000,000 +1,000,000	+4%	+$16.5M	9.14%	5
2025 Q3	$393M	Buy	25,000,000 +4,990,000	+25%	+$70.1M	9.26%	5
2025 Q2	$223M	Hold	20,010,000	–	–	6.35%	9
2025 Q1	$233M	Hold	20,010,000	–	–	6.78%	8
2024 Q4	$274M	Hold	20,010,000	–	–	8.33%	7
2024 Q3	$334M	Buy	20,010,000 +17,560,636	+717%	+$257M	8.23%	5
2024 Q2	$29.1M	Buy	+2,449,364	New	+$28M	0.79%	13

Other funds holding SHC

Sessa Capital New York $5.98B AUM 99.85% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Darsana Capital Partners's SHC Position: Q2 2026 in Review

Darsana Capital Partners increased its Sotera Health (SHC) stake by 3.8% in Q2 2026, buying an estimated $15.8M and bringing the position to 27,000,000 shares worth $479M. The position accounts for 2.15% of the portfolio, ranked #4.

Darsana Capital Partners first reported a position in SHC in Q2 2024 and has held it in 9 quarters since. 319 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Darsana Capital Partners held 27,000,000 shares of Sotera Health worth $479M as of Q2 2026.
Darsana Capital Partners bought 1,000,000 Sotera Health shares in Q2 2026, an estimated $15.8M.
Sotera Health made up 2.15% of Darsana Capital Partners's portfolio in Q2 2026, its #4 holding.
Darsana Capital Partners first reported a position in Sotera Health in Q2 2024 and has held it in 9 quarters since.
319 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Darsana Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.