Cliff Asness's WCN Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 181,597 shares of Waste Connections, Inc. (WCN) worth $31.84 M, representing 0.02% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in WCN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 248,692 shares. Largest reduction occurred in Q4 2018, reducing 210,705 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Waste Connections (WCN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Waste Connections (WCN) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +289,000 | New Buy | 289,000 | $48.03 |
| Q3 2016 | +6,508 | Add 2.25% | 295,508 | $49.80 |
| Q4 2016 | +117,410 | Add 39.73% | 412,918 | $52.39 |
| Q1 2017 | +70,122 | Add 16.98% | 483,040 | $58.81 |
| Q2 2017 | -131,046 | Reduce 27.13% | 351,994 | $64.42 |
| Q3 2017 | -130,730 | Reduce 37.14% | 221,264 | $69.96 |
| Q4 2017 | +42,719 | Add 19.31% | 263,983 | $70.94 |
| Q1 2018 | +40,740 | Add 15.43% | 304,723 | $71.74 |
| Q2 2018 | +248,692 | Add 81.61% | 553,415 | $75.28 |
| Q3 2018 | +86,941 | Add 15.71% | 640,356 | $79.77 |
| Q4 2018 | -210,705 | Reduce 32.90% | 429,651 | $74.25 |
| Q1 2019 | -154,566 | Reduce 35.97% | 275,085 | $88.41 |
| Q2 2019 | -93,478 | Reduce 33.98% | 181,607 | $95.58 |
| Q3 2019 | -108,505 | Reduce 59.75% | 73,102 | $91.99 |
| Q4 2019 | -26,555 | Reduce 36.33% | 46,547 | $90.79 |
| Q1 2020 | +17,235 | Add 37.03% | 63,782 | $77.50 |
| Q2 2020 | -60,159 | Reduce 94.32% | 3,623 | $91.91 |
| Q3 2020 | +12,793 | Add 353.11% | 16,416 | $103.80 |
| Q4 2020 | +14,868 | Add 90.57% | 31,284 | $101.65 |
| Q1 2021 | +37,880 | Add 121.08% | 69,164 | $107.41 |
| Q2 2021 | -5,640 | Reduce 8.15% | 63,524 | $119.44 |
| Q3 2021 | -6,875 | Reduce 10.82% | 56,649 | $125.93 |
| Q4 2021 | +11,475 | Add 20.26% | 68,124 | $136.10 |
| Q1 2022 | +17,072 | Add 25.06% | 85,196 | $139.70 |
| Q2 2022 | -25,050 | Reduce 29.40% | 60,146 | $123.67 |
| Q3 2022 | -18,290 | Reduce 30.41% | 41,856 | $135.13 |
| Q4 2022 | -17,495 | Reduce 41.80% | 24,361 | $132.12 |
| Q1 2023 | +556 | Add 2.28% | 24,917 | $139.07 |
| Q2 2023 | +22,526 | Add 90.40% | 47,443 | $141.05 |
| Q3 2023 | +2,225 | Add 4.69% | 49,668 | $134.30 |
| Q4 2023 | +18,869 | Add 37.99% | 68,537 | $148.93 |
| Q1 2024 | -9,563 | Reduce 13.95% | 58,974 | $171.96 |
| Q2 2024 | -901 | Reduce 1.53% | 58,073 | $175.36 |
| Q3 2024 | +13,199 | Add 22.73% | 71,272 | $177.20 |
| Q4 2024 | +59,515 | Add 83.50% | 130,787 | $170.47 |
| Q1 2025 | +27,236 | Add 20.82% | 158,023 | $194.33 |
| Q2 2025 | -22,073 | Reduce 13.97% | 135,950 | $185.88 |
| Q3 2025 | +45,647 | Add 33.58% | 181,597 | $175.33 |
Cliff Asness's Waste Connections Investment FAQs
Cliff Asness first purchased Waste Connections, Inc. (WCN) in Q2 2016, acquiring 289,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Waste Connections, Inc. (WCN) for 38 quarters since Q2 2016.
Cliff Asness's largest addition to Waste Connections, Inc. (WCN) was in Q2 2016, adding 289,000 shares worth $13.88 M.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 181,597 shares of Waste Connections, Inc. (WCN), valued at approximately $31.84 M.
As of the Q3 2025 filing, Waste Connections, Inc. (WCN) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Waste Connections, Inc. (WCN) was 640,356 shares, as reported at the end of Q3 2018.