CADEN CAPITAL PARTNERS, LP STE — STERIS PLC

Ownership history in CADEN CAPITAL PARTNERS, LP  ·  13 quarters on record

AI Ownership Summary

CADEN CAPITAL PARTNERS, LP reported STERIS PLC (STE) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.51% in 2025 Q3. The latest visible filing shows STE at 1.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CADEN CAPITAL PARTNERS, LP's position in STERIS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

STE was reported at 1.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.51% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STE stock page CADEN CAPITAL PARTNERS, LP fund profile CADEN CAPITAL PARTNERS, LP full holdings
How CADEN CAPITAL PARTNERS, LP held STE — position size vs. price
% of Fund (quarterly)    STE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 97.5% -12.6% ✅ 3,172 -121,554 -97.5% 1.81% $804K 2026-02-14 (Est.) $247.72
2025 Q3 REDUCED 10.7% +3.5% ❌ 124,726 -15,000 -10.7% 12.51% $30.9M 2025-11-14 $257.75
2025 Q2 ADDED — — — 139,726 +114,726 +458.9% 11.16% $33.6M 2025-08-14 $244.88
2025 Q1 REDUCED 85.7% +6.2% ❌ 25,000 -150,358 -85.7% 1.75% $5.7M 2025-05-15 $245.04
2024 Q4 ADDED — — — 175,358 +95,379 +119.3% 11.00% $36.0M 2025-02-14 $217.14
2024 Q3 REDUCED 29.6% -15.2% ✅ 79,979 -33,660 -29.6% 6.54% $19.4M 2024-11-14 $218.40
2024 Q2 ADDED — — — 113,639 +26,696 +30.7% 9.02% $24.9M 2024-08-14 $229.31
2024 Q1 ADDED — — — 86,943 +4,631 +5.6% 7.18% $19.5M 2024-05-15 $231.40
2023 Q4 ADDED — — — 82,312 +36,576 +80.0% 6.58% $18.1M 2024-02-14 $223.19
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STE

As of 2026 Q1 — sorted by position size

SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.25% HARVEY INVESTMENT CO LLC 3Y 7Y 2.46% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 2.12% McCollum Christoferson Group LLC 3Y 7Y 1.78% Foster Victor Wealth Advisors, LLC 3Y 7Y 1.16% GDS Wealth Management 3Y 1.01% Taylor Frigon Capital Management LLC 3Y 7Y 0.8% GHP Investment Advisors, Inc. 3Y 7Y 0.63% Fruth Investment Management 3Y 7Y 0.62% Strong Tower Advisory Services 3Y 0.62%

FAQ About CADEN CAPITAL PARTNERS, LP and STE

These are the practical questions this page is built to answer before you even open the full history table.

How long has CADEN CAPITAL PARTNERS, LP reported owning STE?

CADEN CAPITAL PARTNERS, LP reported STE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported STE position in CADEN CAPITAL PARTNERS, LP's portfolio?

The largest reported portfolio weight for STE was 12.51% in 2025 Q3.

What is the latest reported STE position on this page?

The most recent filing on this page is 2025 Q4, when CADEN CAPITAL PARTNERS, LP reported 3,172 shares, equal to 1.81% of portfolio, with an estimated market value of $804K.

What does the chart on this STE ownership page compare?

The chart compares CADEN CAPITAL PARTNERS, LP's quarterly STE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CADEN CAPITAL PARTNERS, LP time their STE position?

Based on 13F filing dates vs. subsequent STE price moves, CADEN CAPITAL PARTNERS, LP correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on STE relative to SPY over the holding period was -8.7%.

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