Jana Partners's CWST Position Overview
Jana Partners (via Jana Partners Management, Lp) currently holds 1.81 M shares of Casella Waste Systems, Inc. (CWST) worth $145.63 M, representing 9.16% of the portfolio. First purchased in 2026-Q3, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Jana Partners has initiated a new position in CWST, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Jana Partners's Casella Waste Systems (CWST) Holding Value Over Time
Track share changes against reported price movement
Quarterly Casella Waste Systems (CWST) Trades by Jana Partners
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +1.81 M | New Buy | 1.81 M | $80.35 |
Jana Partners's Casella Waste Systems Investment FAQs
Jana Partners first purchased Casella Waste Systems, Inc. (CWST) in Q3 2026, acquiring 1,812,493 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jana Partners has held Casella Waste Systems, Inc. (CWST) for 1 quarters since Q3 2026.
Jana Partners's largest addition to Casella Waste Systems, Inc. (CWST) was in Q3 2026, adding 1,812,493 shares worth $145.63 M.
According to the latest 13F filing for Q3 2026, Jana Partners's firm, Jana Partners Management, Lp, owns 1,812,493 shares of Casella Waste Systems, Inc. (CWST), valued at approximately $145.63 M.
As of the Q3 2026 filing, Casella Waste Systems, Inc. (CWST) represents approximately 9.16% of Jana Partners's publicly disclosed stock portfolio, making it one of their key holdings.
Jana Partners's peak holding in Casella Waste Systems, Inc. (CWST) was 1,812,493 shares, as reported at the end of Q3 2026.