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SHC - McIntyre Partnerships Q1 20223 Letter To Partners
May, 24 2023 04:40 AM
Sotera Health Company
2023-05-24 04:40:00 ET
Summary Through Q1 2023, McIntyre Partnerships returns were approx. 35% gross and 28% net. Our five largest positions are SHC, MSGE, GTXAP, OSW, and STHO, and account for roughly 81% of assets. I believe STHO’s odd structure has resulted in an opportunity to buy orphaned security at an attractive price. For further details see:
McIntyre Partnerships Q1 20223 Letter To Partners
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