Sotera Health Co

• O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2026 ↗ O'Keefe Stevens Advisory initiated Sotera Health after Warburg Pincus exited, arguing that its sterilization duopoly, regulatory barriers and normalizing capital spending can outweigh litigation concerns. The portfolio trimmed and hedged Qualcomm and Corning, retained substantial cash, and sees potential bargains outside crowded AI infrastructure trades. Q2 2026 — SHC $5.6BCALY $2.8BGLW $131BHCC $5.6B
• BA Broyhill Asset Management The Broyhill Letter 2026.Q1 ↗ Broyhill added IQVIA and Sotera Health to top holdings, arguing that regulated clinical research and sterilization infrastructure will benefit rather than be displaced by AI. The portfolio sold Ball, Kenedy Wilson, Fresenius Medical Care, Evolution and Avantor, then initiated Microsoft, Smurfit WestRock, Masco and Floor & Decor amid sharp market dispersion. first quarter -6.0% IQV $41BSHC $5.6BAVTR $9.4BBALL $17B
• McIntyre Partnerships Q2 2025 Investor Letter ↗ McIntyre Partnerships attributes its first-half setback to index-excluded holdings lagging a rapid market rebound and a broad selloff in small-cap special situations. The portfolio remained concentrated in the pool-equipment basket, Seaport Entertainment Group, Sotera Health, Sten, and Modivcare, while Sotera’s volume recovery and Seaport’s 250 Water Street sale were presented as key catalysts. H1 2025 -19.0% SEG $349MSHC $5.6B

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