SEC 13F Intelligence

Two Seas Capital LP / SHC

Two Seas Capital LP’s Sotera Health Co Position

Does Two Seas Capital LP own Sotera Health Co (SHC)? Yes — 6.02M shares worth $86M (+1.21% of its 13F portfolio) as of Q1 2026, up from 4.41M shares the prior filed quarter.

Position Value
$86M
Q1 2026
Shares
6.02M
% of Portfolio
+1.21%
Quarters Held
9
currently held

Position History SHC

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $7MQ3 ’24Q4 ’24: $40MQ1 ’25: $39MQ1 ’25Q2 ’25: $45MQ3 ’25: $53MQ3 ’25Q4 ’25: $78MQ1 ’26: $86MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.02M$86M+1.21%
Q4 20254.41M$78M+1.60%
Q3 20253.37M$53M+0.85%
Q2 20254.02M$45M+0.75%
Q1 20253.32M$39M+1.22%
Q4 20242.90M$40M+3.42%
Q3 2024400.0K$7M+1.08%
Q2 2024350.0K$4M+0.68%
Q1 2024300.0K$4M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Seas Capital LP’s full portfolio or all institutional holders of SHC.