Joel Greenblatt's SHC Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 721,912 shares of Sotera Health Company (SHC) worth $12.73 M, representing 0.05% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SHC, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 228,407 shares. Largest reduction occurred in Q4 2024, reducing 4,653 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Sotera Health Company (SHC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sotera Health Company (SHC) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +69,035 | Add 10.57% | 721,912 | $17.64 |
| Q3 2025 | +228,407 | Add 53.81% | 652,877 | $15.73 |
| Q2 2025 | +94,332 | Add 28.57% | 424,470 | $11.12 |
| Q1 2025 | +87,174 | Add 35.88% | 330,138 | $11.66 |
| Q4 2024 | -4,653 | Reduce 1.88% | 242,964 | $13.68 |
| Q3 2024 | +47,185 | Add 23.54% | 247,617 | $16.70 |
| Q2 2024 | +188,502 | Add 1580.07% | 200,432 | $11.87 |
| Q1 2024 | -911 | Reduce 7.09% | 11,930 | $12.01 |
| Q4 2023 | -1,808 | Reduce 12.34% | 12,841 | $16.85 |
| Q3 2023 | +716 | Add 5.14% | 14,649 | $14.98 |
| Q2 2023 | +13 | Add 0.09% | 13,933 | $18.84 |
| Q1 2023 | -1,761 | Reduce 11.23% | 13,920 | $17.91 |
| Q4 2022 | +15,681 | New Buy | 15,681 | $8.33 |
Joel Greenblatt's Sotera Health Company Investment FAQs
Joel Greenblatt first purchased Sotera Health Company (SHC) in Q4 2022, acquiring 15,681 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Sotera Health Company (SHC) for 13 quarters since Q4 2022.
Joel Greenblatt's largest addition to Sotera Health Company (SHC) was in Q3 2025, adding 652,877 shares worth $10.27 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 721,912 shares of Sotera Health Company (SHC), valued at approximately $12.73 M.
As of the Q4 2025 filing, Sotera Health Company (SHC) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Sotera Health Company (SHC) was 721,912 shares, as reported at the end of Q4 2025.