JG
SHC icon

Joel Greenblatt’s Sotera Health SHC Stock Holding History

Joel Greenblatt’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 		$39.2M Buy
2,206,457
+1,059,576
+92% +$16.7M 0.09% 281
2026
Q1 		$16.4M Buy
1,146,881
+424,969
+59% +$7.06M 0.05% 523
2025
Q4 		$12.7M Buy
721,912
+69,035
+11% +$1.14M 0.05% 561
2025
Q3 		$10.3M Buy
652,877
+228,407
+54% +$3.21M 0.04% 567
2025
Q2 		$4.72M Buy
424,470
+94,332
+29% +$1.1M 0.03% 683
2025
Q1 		$3.85M Buy
330,138
+87,174
+36% +$1.12M 0.03% 599
2024
Q4 		$3.32M Sell
242,964
-4,653
-2% -$67.5K 0.03% 609
2024
Q3 		$4.14M Buy
247,617
+47,185
+24% +$689K 0.04% 547
2024
Q2 		$2.38M Buy
200,432
+188,502
+1,580% +$2.15M 0.03% 630
2024
Q1 		$143K Sell
11,930
-911
-7% -$13.6K ﹤0.01% 1314
2023
Q4 		$216K Sell
12,841
-1,808
-12% -$25.6K ﹤0.01% 1230
2023
Q3 		$219K Buy
14,649
+716
+5% +$12.1K ﹤0.01% 1208
2023
Q2 		$262K Buy
13,933
+13
+0.1% +$207 0.01% 1160
2023
Q1 		$249K Sell
13,920
-1,761
-11% -$29.4K 0.01% 1190
2022
Q4 		$131K Buy
+15,681
New +$117K ﹤0.01% 1162

Other funds holding SHC

SC
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Joel Greenblatt's SHC Position: Q2 2026 in Review

Joel Greenblatt increased its Sotera Health (SHC) stake by 92% in Q2 2026, buying an estimated $16.7M and bringing the position to 2,206,457 shares worth $39.2M. The position accounts for 0.09% of the portfolio, ranked #281.

Joel Greenblatt first reported a position in SHC in Q4 2022 and has held it in 15 quarters since. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Joel Greenblatt held 2,206,457 shares of Sotera Health worth $39.2M as of Q2 2026.
  • Joel Greenblatt bought 1,059,576 Sotera Health shares in Q2 2026, an estimated $16.7M.
  • Sotera Health made up 0.09% of Joel Greenblatt's portfolio in Q2 2026, its #281 holding.
  • Joel Greenblatt first reported a position in Sotera Health in Q4 2022 and has held it in 15 quarters since.
  • 316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

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