Sotera Health Co (SHC) — Smart Money Tracker (13F, Q2 2026)

SHC ranks #1972 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SHC is a top-conviction position for Ananym Capital Management, LP — at 13.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SHC belongs to Sessa Capital IM, L.P., but the position matters far more to Ananym Capital Management, LP, who has 13.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its SHC position for two straight quarters, increasing it by $135.9M to reach $186.4M today.

Prudential Financial Inc has trimmed its SHC position for two straight quarters, cutting it by $5.4M while still holding $725.5K.

SHC is down 1.9% today, but institutions show net buying of $1.2B this quarter — a divergence between today's price move and the underlying institutional flow.

SHC posted net income of $163.5M over the trailing twelve months, and currently trades at a P/E of 33.1.

• Profitable — net income of $163.5M over the trailing twelve months
• Revenue grew 8.1% year over year
• Net income improved year over year, from $24.0M to $163.5M
• Generated $287.2M in positive operating cash flow
• Current ratio of 2.46x — enough short-term assets to cover short-term liabilities
• Liabilities run 4.38x equity — a highly leveraged balance sheet worth noting