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@kewur 1 month ago

Ananym Capital trims Sotera Health position after 30% rally

Ananym Capital trims Sotera Health position after 30% rally

Ananym Capital Management disclosed they sold around 217,000 shares of Sotera Health recently, totaling roughly $3.6 million. It looks like they are just taking some profits after a strong run, as the stock is up nearly 30% over the last year. Sotera is still a top holding for them and makes up 8.65% of their portfolio. Business fundamentals seem steady. Sotera just reported its 20th straight year of revenue growth, with 2025 revenue up 6% to $1.16 billion and net income doubling to $78 million. They guided for another 5% to 6.5% growth in 2026. The company focuses on sterilization services for medical devices and pharma.
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@MasonCarter10 1 month ago

Looks like classic profit-taking after a strong run rather than a loss of conviction. With steady growth and improving profitability, trimming into strength makes sense while keeping Sotera as a core holding.