LCM
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Lakewood Capital Management’s Sotera Health SHC Stock Holding History

Lakewood Capital 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 		$70.6M Sell
3,979,581
-125,000
-3% -$1.97M 3.64% 7
2026
Q1 		$58.9M Buy
4,104,581
+705,000
+21% +$11.7M 3.72% 7
2025
Q4 		$60M Buy
3,399,581
+336,842
+11% +$5.57M 3.97% 5
2025
Q3 		$48.2M Hold
3,062,739
– – 3.64% 8
2025
Q2 		$34.1M Buy
3,062,739
+245,000
+9% +$2.87M 2.54% 15
2025
Q1 		$32.9M Buy
2,817,739
+170,000
+6% +$2.19M 2.87% 14
2024
Q4 		$36.2M Buy
2,647,739
+390,000
+17% +$5.65M 3.25% 14
2024
Q3 		$37.7M Sell
2,257,739
-50,000
-2% -$730K 2.96% 15
2024
Q2 		$27.4M Hold
2,307,739
– – 2.24% 17
2024
Q1 		$27.7M Buy
+2,307,739
New +$34.3M 2.26% 17

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

Lakewood Capital Management's SHC Position: Q2 2026 in Review

Lakewood Capital Management reduced its Sotera Health (SHC) stake by 3% in Q2 2026, selling an estimated $1.97M and leaving 3,979,581 shares worth $70.6M. The position accounts for 3.64% of the portfolio, ranked #7.

Lakewood Capital Management first reported a position in SHC in Q1 2024 and has held it in 10 quarters since. 320 funds tracked by Wall St. Rank hold SHC as of Q2 2026.

  • Lakewood Capital Management held 3,979,581 shares of Sotera Health worth $70.6M as of Q2 2026.
  • Lakewood Capital Management sold 125,000 Sotera Health shares in Q2 2026, an estimated $1.97M.
  • Sotera Health made up 3.64% of Lakewood Capital Management's portfolio in Q2 2026, its #7 holding.
  • Lakewood Capital Management first reported a position in Sotera Health in Q1 2024 and has held it in 10 quarters since.
  • 320 funds tracked by Wall St. Rank held Sotera Health as of Q2 2026.

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