Darsana Capital Partners LP: SOTERA HEALTH CO (SHC): Quarterly 13F Position History
As of Q1 2026, Darsana Capital Partners LP reported 26,000,000 shares of SOTERA HEALTH CO (SHC), worth $372.8M and representing 7.9% of its 13F equity book. The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 26,000,000Shares Held (Latest Filing)
- $372.8MReported Market Value (Latest Filing)
- 7.9%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$85.8MQuarter-over-Quarter Value Change
- 26,000,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 26,000,000 | 0 | — | $372.8M | 7.9% | $14.3 |
| Q4 2025 | 26,000,000 | +1,000,000 | +4.0% | $458.6M | 9.1% | $17.6 |
| Q3 2025 | 25,000,000 | +4,990,000 | +24.9% | $393.3M | 9.3% | $15.7 |
| Q2 2025 | 20,010,000 | 0 | — | $222.5M | 6.4% | $11.1 |
| Q1 2025 | 20,010,000 | 0 | — | $233.3M | 6.8% | $11.7 |
| Q4 2024 | 20,010,000 | 0 | — | $273.7M | 8.3% | $13.7 |
| Q3 2024 | 20,010,000 | +17,560,636 | +716.9% | $334.2M | 8.2% | $16.7 |
| Q2 2024 | 2,449,364 | — | — | $29.1M | 0.8% | $11.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Darsana Capital Partners LP first disclose a SHC position in 13F-HR filings?
Darsana Capital Partners LP first reported SOTERA HEALTH CO (SHC) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Darsana Capital Partners LP's most recent quarter-over-quarter share-count change in SHC?
Darsana Capital Partners LP held the same 26,000,000 shares of SHC between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Darsana Capital Partners LP's cost basis in SHC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.