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Two Seas Capital’s Sotera Health SHC Stock Holding History

Two Seas Capital’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
Q1 		$86.4M Buy
6,023,371
+1,611,265
+37% +$26.7M 1.21% 13
2025
Q4 		$77.8M Buy
4,412,106
+1,038,878
+31% +$17.2M 1.6% 10
2025
Q3 		$53.1M Sell
3,373,228
-647,639
-16% -$9.09M 0.85% 13
2025
Q2 		$44.7M Buy
4,020,867
+699,731
+21% +$8.19M 0.75% 13
2025
Q1 		$38.7M Buy
3,321,136
+425,000
+15% +$5.47M 1.22% 10
2024
Q4 		$39.6M Buy
2,896,136
+2,496,136
+624% +$36.2M 3.42% 10
2024
Q3 		$6.68M Buy
400,000
+50,000
+14% +$730K 1.08% 13
2024
Q2 		$4.15M Buy
350,000
+50,000
+17% +$571K 0.68% 16
2024
Q1 		$3.6M Buy
+300,000
New +$4.46M 0.71% 15

Other funds holding SHC

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Two Seas Capital's SHC Position: Q1 2026 in Review

Two Seas Capital increased its Sotera Health (SHC) stake by 37% in Q1 2026, buying an estimated $26.7M and bringing the position to 6,023,371 shares worth $86.4M. The position accounts for 1.21% of the portfolio, ranked #13.

Two Seas Capital first reported a position in SHC in Q1 2024 and has held it in 9 quarters since. 297 funds tracked by Wall St. Rank hold SHC as of Q1 2026.

  • Two Seas Capital held 6,023,371 shares of Sotera Health worth $86.4M as of Q1 2026.
  • Two Seas Capital bought 1,611,265 Sotera Health shares in Q1 2026, an estimated $26.7M.
  • Sotera Health made up 1.21% of Two Seas Capital's portfolio in Q1 2026, its #13 holding.
  • Two Seas Capital first reported a position in Sotera Health in Q1 2024 and has held it in 9 quarters since.
  • 297 funds tracked by Wall St. Rank held Sotera Health as of Q1 2026.

Based on Two Seas Capital's 13F filing for Q1 2026, filed 15 May 2026.