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GFL Environmental Inc.

GFL Industrials
$43.48 +$0.89 (2.09%)
Market Cap: $15.7 B
Gurus Holding
6
Popularity Rank
#1459
% of Shares Held
3.19%
Net Activity (Q2 2026)
+$136.17 M

Guru Ownership Trend

Guru Analysis for GFL Environmental Inc. (GFL)

GFL Environmental Inc. (GFL), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $500.5 M.

Top institutional holders include Lee Ainslie and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $136.17 M net inflow during the quarter.

Recent activity highlights Lee Ainslie who increased their stake by 165.0%. Conversely, George Soros reduced exposure by 98.3%.

Key Holders

Top 5 by Value

$375.28 M
$25.7 M
$14.65 M
$6.39 M
$791,279

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$233.68 M
Total Buy Value
New Buys 0
Additions 1
-$97.51 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
1

FAQs for GFL Environmental Inc. (GFL)

Major holders include Lee Ainslie ($375.28 M), Cliff Asness ($25.7 M), Joel Greenblatt ($14.65 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 11.51 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $136.17 M, with 1 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited GFL. The total reported sell value was $97.51 M.

Yes, 0 managers opened new positions in GFL, and 1 increased their existing holdings. The total reported buy value was $233.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.31% Add 165.0% 10,202,931 $375.28 M Q2 2026
0.01% Reduce -37.6% 705,822 $25.7 M Q2 2026
0.03% Reduce -1.4% 398,110 $14.65 M Q2 2026
0.01% Reduce -76.6% 173,474 $6.39 M Q2 2026
0.01% Reduce -96.2% 21,508 $791,279 Q2 2026
0.00% Reduce -98.3% 9,287 $341,669 Q2 2026
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Transaction
Value
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SEC Form