Sone Capital Management, LLC STE — STERIS PLC

Ownership history in Sone Capital Management, LLC  ·  5 quarters on record

AI Ownership Summary

Sone Capital Management, LLC reported STERIS PLC (STE) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2025 Q2. The latest visible filing shows STE at 0.81% 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.

What this STE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sone Capital Management, LLC'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
2026 Q1

STE was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Sone Capital Management, LLC fund profile Sone Capital Management, LLC full holdings
How Sone Capital Management, LLC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 43,495 -987 -2.2% 0.81% $9.6M 2026-05-15 $212.11
2025 Q4 ADDED — — — 44,482 +822 +1.9% 0.91% $11.3M 2026-02-17 $245.41
2025 Q2 ADDED — — — 43,660 +16,855 +62.9% 0.97% $10.5M 2025-08-14 $244.88
2025 Q1 REDUCED 18.5% +6.2% ❌ 26,805 -6,104 -18.5% 0.63% $6.1M 2025-05-15 $245.04
2024 Q4 INITIATED — — — 32,909 — — 0.86% $6.8M 2025-02-14 $217.14

🏢 Other funds also holding STE

As of 2026 Q1 — sorted by position size

DIKER MANAGEMENT LLC 3Y 7Y 50.8% GENERATION INVESTMENT MANAGEMENT LLP 3Y 7Y 4.57% Foresight Group Ltd Liability Partnership 3.97% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.25% VILLERE ST DENIS J & CO LLC 3Y 7Y 2.65% CADEN CAPITAL PARTNERS, LP 3Y 2.58% HARVEY INVESTMENT CO LLC 3Y 7Y 2.46% Select Equity Group, L.P. 3Y 7Y 2.43% Orbis Allan Gray Ltd 3Y 7Y 2.42% LOCUST WOOD CAPITAL ADVISERS, LLC 3Y 7Y 2.22%

FAQ About Sone Capital Management, LLC and STE

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

How long has Sone Capital Management, LLC reported owning STE?

Sone Capital Management, LLC reported STE across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported STE position in Sone Capital Management, LLC's portfolio?

The largest reported portfolio weight for STE was 0.97% in 2025 Q2.

What is the latest reported STE position on this page?

The most recent filing on this page is 2026 Q1, when Sone Capital Management, LLC reported 43,495 shares, equal to 0.81% of portfolio, with an estimated market value of $9.6M.

What does the chart on this STE ownership page compare?

The chart compares Sone Capital Management, LLC'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 Sone Capital Management, LLC time their STE position?

Based on 13F filing dates vs. subsequent STE price moves, Sone Capital Management, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on STE relative to SPY over the holding period was -16.9%.

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