Letters by company

STERIS plc

2 letters discussing STE. Everything written about it on this site is on its ticker page.

Upslope Capital Management 2026-Q2 Update Upslope retained its cheap, defensive long book amid a momentum-driven preference for AI-linked and speculative stocks, while exiting Intel, Hershey and Jack Henry on valuation or risk-management grounds. The fund added Magnum Ice Cream, arguing its global brands, frozen supply chain, standalone margin opportunity and valuation create an attractive defensive investment. Q2 2026 -6.6% MICC $12BCCK $13BCME $99BDPLMF $13B
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