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GFL Environmental Inc.

GFL Industrials
$37.09 $-0.08 (-0.22%)
Market Cap: $13.4 B
Gurus Holding
8
Popularity Rank
#899
% of Shares Held
2.16%
Net Activity (Q1 2026)
-$100.6 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $287.15 M.

Top institutional holders include Lee Ainslie and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $100.6 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 249.8%. Conversely, Steven Cohen reduced exposure by 52.3%.

Key Holders

Top 5 by Value

$160.61 M
$46.07 M
$30.96 M
$23.37 M
$22.12 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$13.67 M
Total Buy Value
New Buys 0
Additions 1
-$114.27 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
1

FAQs for GFL Environmental Inc. (GFL)

Major holders include Lee Ainslie ($160.61 M), Cliff Asness ($46.07 M), Steven Cohen ($30.96 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 7.74 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $100.6 M, with 1 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited GFL. The total reported sell value was $114.27 M.

Yes, 0 managers opened new positions in GFL, and 1 increased their existing holdings. The total reported buy value was $13.67 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.85% Reduce -23.4% 3,849,656 $160.61 M Q1 2026
0.02% Reduce -4.3% 1,130,415 $46.07 M Q1 2026
0.04% Reduce -52.3% 742,065 $30.96 M Q1 2026
0.16% Reduce -45.7% 560,121 $23.37 M Q1 2026
0.24% Reduce -27.6% 530,184 $22.12 M Q1 2026
0.03% Add 249.8% 458,847 $19.14 M Q1 2026
0.05% Reduce -0.7% 403,692 $16.84 M Q1 2026
0.01% Reduce -28.6% 66,901 $2.79 M Q1 2026
Date
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Transaction
Value
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SEC Form