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Casella Waste Systems, Inc.

CWST Industrials
$96.89 +$6.67 (7.39%)
Market Cap: $6.17 B
Gurus Holding
5
Popularity Rank
#1903
% of Shares Held
0.98%
Net Activity (Q2 2026)
+$828,047.26

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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $60.61 M.

Top institutional holders include Steven Cohen and Mario Gabelli.

Institutional sentiment is currently Bullish. This is evidenced by a $828,047.26 net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 85.6%. Conversely, Steven Cohen reduced exposure by 4.0%.

Key Holders

Top 5 by Value

$43.2 M
$9.62 M
$3.4 M
$2.63 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$2.61 M
Total Buy Value
New Buys 0
Additions 3
-$1.79 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for Casella Waste Systems, Inc. (CWST)

Major holders include Steven Cohen ($43.2 M), Mario Gabelli ($9.62 M), Ken Fisher ($3.4 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 625,507 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $828,047.26, 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 $1.79 M.

Yes, 0 managers opened new positions in CWST, and 3 increased their existing holdings. The total reported buy value was $2.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Reduce -4.0% 445,541 $43.2 M Q2 2026
0.09% 99,200 $9.62 M Q2 2026
0.00% Add 26.5% 35,100 $3.4 M Q2 2026
0.00% Add 68.6% 27,106 $2.63 M Q2 2026
0.01% Add 85.6% 18,560 $1.8 M Q2 2026
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