13F Portfolios

Sachem Head Capital Management LP: SOTERA HEALTH CO (SHC): Quarterly 13F Position History

As of Q2 2026, Sachem Head Capital Management LP reported 15,560,000 shares of SOTERA HEALTH CO (SHC), worth $276.2M and representing 5.7% of its 13F equity book. Quarter-over-quarter share count change: + 3,915,000 (+33.6%) . The position first appeared in Q1 2024 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 15,560,000 +3,915,000 +33.6% $276.2M 5.7% $17.8
Q1 2026 11,645,000 0 $167.0M 4.0% $14.3
Q4 2025 11,645,000 +3,735,000 +47.2% $205.4M 4.8% $17.6
Q3 2025 7,910,000 0 $124.4M 3.5% $15.7
Q2 2025 7,910,000 0 $88.0M 2.7% $11.1
Q1 2025 7,910,000 0 $92.2M 3.7% $11.7
Q4 2024 7,910,000 0 $108.2M 6.0% $13.7
Q3 2024 7,910,000 0 $132.1M 6.9% $16.7
Q2 2024 7,910,000 0 $93.9M 4.7% $11.9
Q1 2024 7,910,000 $95.0M 4.4% $12.0

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 rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Sachem Head Capital Management LP first disclose a SHC position in 13F-HR filings?

Sachem Head Capital Management LP first reported SOTERA HEALTH CO (SHC) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 10 reported quarters within Pactolio's tracked window.

What was Sachem Head Capital Management LP's most recent quarter-over-quarter share-count change in SHC?

Between Q1 2026 and Q2 2026, Sachem Head Capital Management LP added 3,915,000 shares of SHC (+33.6%), bringing the total reported position to 15,560,000 shares at a market value of $276.2M.

Does the implied price-per-share represent Sachem Head Capital Management 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.