Cliff Asness's WCN Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 775,312 shares of Waste Connections, Inc. (WCN) worth $135.96 M, representing 0.07% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in WCN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 593,715 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 |
|---|---|---|---|---|
| Q4 2025 | +593,715 | Add 326.94% | 775,312 | $175.36 |
| Q3 2025 | +45,647 | Add 33.58% | 181,597 | $175.33 |
| Q2 2025 | -22,073 | Reduce 13.97% | 135,950 | $185.88 |
| Q1 2025 | +27,236 | Add 20.82% | 158,023 | $194.33 |
| Q4 2024 | +59,515 | Add 83.50% | 130,787 | $170.47 |
| Q3 2024 | +13,199 | Add 22.73% | 71,272 | $177.20 |
| Q2 2024 | -901 | Reduce 1.53% | 58,073 | $175.36 |
| Q1 2024 | -9,563 | Reduce 13.95% | 58,974 | $171.96 |
| Q4 2023 | +18,869 | Add 37.99% | 68,537 | $148.93 |
| Q3 2023 | +2,225 | Add 4.69% | 49,668 | $134.30 |
| Q2 2023 | +22,526 | Add 90.40% | 47,443 | $141.05 |
| Q1 2023 | +556 | Add 2.28% | 24,917 | $139.07 |
| Q4 2022 | -17,495 | Reduce 41.80% | 24,361 | $132.12 |
| Q3 2022 | -18,290 | Reduce 30.41% | 41,856 | $135.13 |
| Q2 2022 | -25,050 | Reduce 29.40% | 60,146 | $123.67 |
| Q1 2022 | +17,072 | Add 25.06% | 85,196 | $139.70 |
| Q4 2021 | +11,475 | Add 20.26% | 68,124 | $136.10 |
| Q3 2021 | -6,875 | Reduce 10.82% | 56,649 | $125.93 |
| Q2 2021 | -5,640 | Reduce 8.15% | 63,524 | $119.44 |
| Q1 2021 | +37,880 | Add 121.08% | 69,164 | $107.41 |
| Q4 2020 | +14,868 | Add 90.57% | 31,284 | $101.65 |
| Q3 2020 | +12,793 | Add 353.11% | 16,416 | $103.80 |
| Q2 2020 | -60,159 | Reduce 94.32% | 3,623 | $91.91 |
| Q1 2020 | +17,235 | Add 37.03% | 63,782 | $77.50 |
| Q4 2019 | -26,555 | Reduce 36.33% | 46,547 | $90.79 |
| Q3 2019 | -108,505 | Reduce 59.75% | 73,102 | $91.99 |
| Q2 2019 | -93,478 | Reduce 33.98% | 181,607 | $95.58 |
| Q1 2019 | -154,566 | Reduce 35.97% | 275,085 | $88.41 |
| Q4 2018 | -210,705 | Reduce 32.90% | 429,651 | $74.25 |
| Q3 2018 | +86,941 | Add 15.71% | 640,356 | $79.77 |
| Q2 2018 | +248,692 | Add 81.61% | 553,415 | $75.28 |
| Q1 2018 | +40,740 | Add 15.43% | 304,723 | $71.74 |
| Q4 2017 | +42,719 | Add 19.31% | 263,983 | $70.94 |
| Q3 2017 | -130,730 | Reduce 37.14% | 221,264 | $69.96 |
| Q2 2017 | -131,046 | Reduce 27.13% | 351,994 | $64.42 |
| Q1 2017 | +70,122 | Add 16.98% | 483,040 | $58.81 |
| Q4 2016 | +117,410 | Add 39.73% | 412,918 | $52.39 |
| Q3 2016 | +6,508 | Add 2.25% | 295,508 | $49.80 |
| Q2 2016 | +289,000 | New Buy | 289,000 | $48.03 |
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 39 quarters since Q2 2016.
Cliff Asness's largest addition to Waste Connections, Inc. (WCN) was in Q4 2025, adding 775,312 shares worth $135.96 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 775,312 shares of Waste Connections, Inc. (WCN), valued at approximately $135.96 M.
As of the Q4 2025 filing, Waste Connections, Inc. (WCN) represents approximately 0.07% 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 775,312 shares, as reported at the end of Q4 2025.