Guru Ownership Trend
Guru Analysis for Casella Waste Systems, Inc. (CWST)
Casella Waste Systems, Inc. (CWST), a key player in the Industrials sector, continues to attract institutional attention.
As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $56.86 M.
Top institutional holders include Steven Cohen and Mario Gabelli.
Institutional sentiment is currently Bullish. This is evidenced by a $37.22 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 349.8%. Conversely, Cliff Asness reduced exposure by 14.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Casella Waste Systems, Inc. (CWST)
Major holders include Steven Cohen ($36.81 M), Mario Gabelli ($7.87 M), Ken Fisher ($2.2 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 616,968 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $37.22 M, with 3 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited CWST. The total reported sell value was $210,095.7.
Yes, 1 managers opened new positions in CWST, and 2 increased their existing holdings. The total reported buy value was $37.43 M.