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Casella Waste Systems, Inc.

CWST Industrials
$76.28 $-0.47 (-0.61%)
Market Cap: $4.84 B
Gurus Holding
4
Popularity Rank
#2174
% of Shares Held
0.23%
Net Activity (Q4 2025)
-$6.42 M

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 Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.28 M.

Top institutional holders include Mario Gabelli and Ken Fisher.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.42 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position.

Key Holders

Top 5 by Value

$9.72 M
$2.71 M
$1.83 M
$217,721

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$905,259.33
Total Buy Value
New Buys 1
Additions 2
-$7.33 M
Total Sell Value
Reductions 0
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Casella Waste Systems, Inc. (CWST)

Major holders include Mario Gabelli ($9.72 M), Ken Fisher ($2.71 M), Cliff Asness ($1.83 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 147,823 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.42 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 3 fully exited CWST. The total reported sell value was $7.33 M.

Yes, 1 managers opened new positions in CWST, and 2 increased their existing holdings. The total reported buy value was $905,259.33.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% 99,200 $9.72 M Q4 2025
0.00% Add 0.9% 27,677 $2.71 M Q4 2025
0.00% Add 56.8% 18,723 $1.83 M Q4 2025
0.00% New Buy 2,223 $217,721 Q4 2025
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