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Neo Ivy Capital Management’s Sotera Health SHC Stock Holding History

Neo Ivy 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
2025
Q4 		– Sell
-19,128
Closed -$301K – 515
2025
Q3 		$301K Buy
+19,128
New +$269K 0.07% 274
2025
Q1 		– Sell
-105,546
Closed -$1.44M – 407
2024
Q4 		$1.44M Buy
105,546
+62,420
+145% +$905K 0.29% 131
2024
Q3 		$720K Buy
+43,126
New +$630K 0.23% 164

Other funds holding SHC

WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.91B AUM 14.64% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Neo Ivy Capital Management's SHC Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Sotera Health (SHC) in Q4 2025, closing a stake of 19,128 shares — an estimated $301K sold.

Neo Ivy Capital Management first reported a position in SHC in Q3 2024 and held it in 3 quarters. The position peaked at $1.44M in Q4 2024. 285 funds tracked by Wall St. Rank hold SHC as of Q4 2025.

  • Neo Ivy Capital Management reported no remaining Sotera Health position as of Q4 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 19,128 Sotera Health shares in Q4 2025, an estimated $301K.
  • Neo Ivy Capital Management first reported a position in Sotera Health in Q3 2024 and held it in 3 quarters.
  • Neo Ivy Capital Management's Sotera Health position peaked at $1.44M in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Sotera Health as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.