Two Seas Capital
SHC icon

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
Q3 		$113M Buy
6,111,053
+275,000
+5% +$5.07M 1.3% 11
2026
Q2 		$104M Sell
5,836,053
-187,318
-3% -$2.95M 2.05% 13
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

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 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

Two Seas Capital's SHC Position: Q3 2026 in Review

Two Seas Capital increased its Sotera Health (SHC) stake by 4.7% in Q3 2026, buying an estimated $5.07M and bringing the position to 6,111,053 shares worth $113M. The position accounts for 1.3% of the portfolio, ranked #11.

Two Seas Capital first reported a position in SHC in Q1 2024 and has held it in 11 quarters since. 70 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • Two Seas Capital held 6,111,053 shares of Sotera Health worth $113M as of Q3 2026.
  • Two Seas Capital bought 275,000 Sotera Health shares in Q3 2026, an estimated $5.07M.
  • Sotera Health made up 1.3% of Two Seas Capital's portfolio in Q3 2026, its #11 holding.
  • Two Seas Capital first reported a position in Sotera Health in Q1 2024 and has held it in 11 quarters since.
  • 70 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Two Seas Capital's 13F filing for Q3 2026, filed 6 Oct 2026.