TSC
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
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

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

Two Seas Capital's SHC Position: Q2 2026 in Review

Two Seas Capital reduced its Sotera Health (SHC) stake by 3.1% in Q2 2026, selling an estimated $2.95M and leaving 5,836,053 shares worth $104M. The position accounts for 2.05% of the portfolio, ranked #13.

Two Seas Capital 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.

  • Two Seas Capital held 5,836,053 shares of Sotera Health worth $104M as of Q2 2026.
  • Two Seas Capital sold 187,318 Sotera Health shares in Q2 2026, an estimated $2.95M.
  • Sotera Health made up 2.05% of Two Seas Capital's portfolio in Q2 2026, its #13 holding.
  • Two Seas Capital 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 Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.