Kerrisdale Advisers’s Sotera Health SHC Stock Holding History

Kerrisdale Advisers’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	$10.6M	Sell	599,249 -8,440	-1%	-$133K	2.66%	6
2026 Q1	$8.71M	Buy	607,689 +50,835	+9%	+$844K	3.32%	7
2025 Q4	$9.82M	Sell	556,854 -238,458	-30%	-$3.94M	4.63%	6
2025 Q3	$12.5M	Hold	795,312	–	–	6.49%	2
2025 Q2	$8.84M	Hold	795,312	–	–	4.61%	6
2025 Q1	$9.27M	Hold	795,312	–	–	3.88%	7
2024 Q4	$10.9M	Hold	795,312	–	–	3.68%	9
2024 Q3	$13.3M	Sell	795,312 -172,602	-18%	-$2.52M	4.52%	5
2024 Q2	$11.5M	Hold	967,914	–	–	3.6%	6
2024 Q1	$11.6M	Buy	967,914 +90,981	+10%	+$1.35M	3.65%	8
2023 Q4	$14.8M	Buy	876,933 +132,665	+18%	+$1.88M	4.4%	6
2023 Q3	$11.1M	Buy	744,268 +104,869	+16%	+$1.77M	3.53%	7
2023 Q2	$12M	Buy	+639,399	New	+$10.2M	3.25%	7

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

Kerrisdale Advisers's SHC Position: Q2 2026 in Review

Kerrisdale Advisers reduced its Sotera Health (SHC) stake by 1.4% in Q2 2026, selling an estimated $133K and leaving 599,249 shares worth $10.6M. The position accounts for 2.66% of the portfolio, ranked #6.

Kerrisdale Advisers first reported a position in SHC in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.8M in Q4 2023. 316 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

Kerrisdale Advisers held 599,249 shares of Sotera Health worth $10.6M as of Q2 2026.
Kerrisdale Advisers sold 8,440 Sotera Health shares in Q2 2026, an estimated $133K.
Sotera Health made up 2.66% of Kerrisdale Advisers's portfolio in Q2 2026, its #6 holding.
Kerrisdale Advisers first reported a position in Sotera Health in Q2 2023 and has held it in 13 quarters since.
Kerrisdale Advisers's Sotera Health position peaked at $14.8M in Q4 2023.
316 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.