Current position

David Einhorn’s Sotera Health Co (SHC) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

DME Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares4.14MHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

DME Capital Management first reported Sotera Health Co in Q1 2024. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. DME Capital Management currently reports 4.14M shares. The latest verified filing showed: Bought 100.2% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 100.2% more+2.07M shares · 4.14M shares reported after the change
Filing context

Quarter-end price $17.75 · Estimated holding basis $16.13

Q1 2026
Bought 347.8% more+1.60M shares · 2.07M shares reported after the change
Filing context

Quarter-end price $14.34 · Estimated holding basis $14.51

Q4 2025
Bought 155.4% more+280.69K shares · 461.27K shares reported after the change
Filing context

Quarter-end price $17.64 · Estimated holding basis $15.09

Q3 2025
Sold 22.7% of the position−53.11K shares · 180.58K shares remained
Filing context

Quarter-end price $15.73 · Estimated holding basis $11.12

Q2 2025
New position+233.69K shares · 233.69K shares reported
Filing context

Quarter-end price $11.12 · Estimated holding basis $11.12

Q3 2024
Sold the entire position−300.11K shares · No shares reported at quarter-end
Portfolio importance

How important is Sotera Health Co in DME Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight1.9%Q2 2026
Current rank#19of 46 reported positions
Peak portfolio weight1.9%Q2 2026
Best historical rank#19Q2 2026
At peak importanceQ2 2026
SHC
1.9%
Largest holding
19.4%
Cross-investor discovery

Who else owns Sotera Health Co?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
SHC0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
SHC0.0% of reported portfolio
Explore Sotera Health Co across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$18.732026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$17.75Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$16.13Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

SEC history uses the documented manager succession from Greenlight Capital Inc. to DME Capital Management, LP. This tracker reflects public Form 13F disclosures, not David Einhorn’s personal brokerage account or exact trade dates.