13FGuru
Sign in with Google Sign in with Discord

None · None

SOTERA HEALTH CO SHC

Sotera Health Company provides sterilization solutions, lab testing, and advisory services for the healthcare industry in the United States, Canada, Europe, and internationally. The company operates through three segments: Sterigenics, Nordion, and Nelson Labs. The Sterigenics segment offers outsourced terminal sterilization and irradiation services using gamma irradiation, ethylene oxide processing, and electron beam irradiation technologies for medical devices, pharmaceutical, and food safety and advanced applications markets.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • The company operates through three segments: Sterigenics, Nordion, and Nelson Labs.
  • The Nordion segment provides Cobalt-60 used in the sterilization and irradiation processes for the medical device, pharmaceutical, food safety, and high-performance materials industries, as well as in the treatment of cancer.
  • It also offers gamma irradiation systems. The Nelson Labs segment provides outsourced microbiological and analytical chemistry testing and advisory services for the medical device and pharmaceutical industries.
  • The company was formerly known as Sotera Health Topco, Inc. and changed its name to Sotera Health Company in October 2020.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within diagnostics & research?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Sessa Capital 6.0% $330.5M 2026-03-31
Sachem Head Capital Management Scott Ferguson 4.0% $167.0M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $293.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +144.1% +20,484,403 / 14,210,597
Sachem Head Capital Management Scott Ferguson 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 47.2% 13F value change +$81.0M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,910,000 Last 4 periods +3,735,000 (+47.2%) Total shares 11,645,000 Value $167.0M
Sessa Capital 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 57.4% 13F value change +$86.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 107.2% 13F value change +$206.5M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 12.2% 13F value change -$32.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,300,597 Last 4 periods +16,749,403 (+265.8%) Total shares 23,050,000 Value $330.5M

Recent mentions

No public mentions.