VBA
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Van Berkom & Associates’s Sotera Health SHC Stock Holding History

Van Berkom & Associates’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
2024
Q4 		– Sell
-74,132
Closed -$1.24M – 71
2024
Q3 		$1.24M Buy
74,132
+1,943
+3% +$28.4K 0.03% 54
2024
Q2 		$857K Hold
72,189
– – 0.03% 55
2024
Q1 		$867K Sell
72,189
-702
-1% -$10.4K 0.02% 58
2023
Q4 		$1.23M Buy
72,891
+10,782
+17% +$153K 0.04% 56
2023
Q3 		$930K Sell
62,109
-4,500
-7% -$75.9K 0.03% 58
2023
Q2 		$1.25M Hold
66,609
– – 0.05% 57
2023
Q1 		$1.19M Buy
66,609
+36,064
+118% +$603K 0.04% 58
2022
Q4 		$254K Buy
30,545
+44
+0.1% +$328 0.01% 60
2022
Q3 		$208K Sell
30,501
-57,762
-65% -$961K 0.01% 61
2022
Q2 		$1.73M Buy
88,263
+7,921
+10% +$166K 0.07% 54
2022
Q1 		$1.74M Buy
80,342
+9,569
+14% +$203K 0.06% 55
2021
Q4 		$1.67M Buy
+70,773
New +$1.69M 0.05% 56

Other funds holding SHC

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
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return