O'Keefe Stevens Advisory
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O'Keefe Stevens Advisory’s Sotera Health SHC Stock Holding History

O'Keefe Stevens Advisory’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
Q3 		$15.5M Buy
838,114
+37,718
+5% +$696K 3.17% 14
2026
Q2 		$14.2M Buy
+800,396
New +$12.6M 2.91% 16

Other funds holding SHC

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

O'Keefe Stevens Advisory's SHC Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its Sotera Health (SHC) stake by 4.7% in Q3 2026, buying an estimated $696K and bringing the position to 838,114 shares worth $15.5M. The position accounts for 3.17% of the portfolio, ranked #14.

O'Keefe Stevens Advisory first reported a position in SHC in Q2 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • O'Keefe Stevens Advisory held 838,114 shares of Sotera Health worth $15.5M as of Q3 2026.
  • O'Keefe Stevens Advisory bought 37,718 Sotera Health shares in Q3 2026, an estimated $696K.
  • Sotera Health made up 3.17% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #14 holding.
  • O'Keefe Stevens Advisory first reported a position in Sotera Health in Q2 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.