← Holdings
SHC

SOTERA HEALTH CO

2 managers · $109M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrs
1
2025Q2 – 2026Q2 · flat QoQ
Total position
$109M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
VossAdd+19.58%$103M4.8%GARP / Growth-Value blend
GreenlightHold$6M0.28%Value / Long-short
Earnings Calls
Q2 2026August 13, 2026
Exceeded expectations, driven by broad-based growth across all three businesses, particularly earlier Nordion shipments and temporary projects at Nelson Labs.
Q2 revenue $321M, cc +8%; adjusted EBITDA $166M, cc +8.7%; adjusted EPS $0.26, +30%.
Sterigenics cc +7%, Nordion cc +16.7% (Cobalt-60 shipment timing pulled forward), Nelson Labs cc +5.4%; new X-ray facility begins production and generates revenue in Q3, former PE shareholder completed exit, new CEO took office.
Raised full-year guidance: cc revenue +5.25%-6.75%, cc EBITDA +5.75%-7.25%, EPS $0.95-$1.01; expects accelerating Sterigenics growth in H2, with Nordion low-to-mid single digits for the full year.
Management tone is positive, emphasizing execution; however, rising costs at Nelson Labs are weighing on margins, and litigation risk remains.
Q3 2026April 22, 2026
FinancialsFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 6% · latest net margin 6.7% · FCF volatile

Revenue$1.16B
Rev. YoY+5.7%
Gross margin55.5%
Net margin6.7%
Net income$0.08B
Free cash flow$0.15B
Operating cash flow$0.29B
ROE12.9%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.