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GFL Environmental Inc.

GFL Industrials
$42.27 $-0.16 (-0.38%)
Market Cap: $15.22 B
Gurus Holding
8
Popularity Rank
#805
% of Shares Held
2.84%
Net Activity (Q4 2025)
+$269.48 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $429.23 M.

Top institutional holders include Lee Ainslie and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $269.48 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, George Soros reduced exposure by 16.3%.

Key Holders

Top 5 by Value

$215.76 M
$66.77 M
$50.73 M
$44.3 M
$31.47 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$275.6 M
Total Buy Value
New Buys 3
Additions 4
-$6.12 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
7

FAQs for GFL Environmental Inc. (GFL)

Major holders include Lee Ainslie ($215.76 M), Steven Cohen ($66.77 M), Cliff Asness ($50.73 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 10.15 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $269.48 M, with 7 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited GFL. The total reported sell value was $6.12 M.

Yes, 3 managers opened new positions in GFL, and 4 increased their existing holdings. The total reported buy value was $275.6 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.32% Add 216.5% 5,023,417 $215.76 M Q4 2025
0.07% Add 19.9% 1,554,611 $66.77 M Q4 2025
0.03% Add 11121.4% 1,181,049 $50.73 M Q4 2025
0.23% New Buy 1,031,408 $44.3 M Q4 2025
0.36% Reduce -16.3% 732,620 $31.47 M Q4 2025
0.06% Add 264.6% 406,434 $17.46 M Q4 2025
0.01% New Buy 131,161 $5.63 M Q4 2025
0.01% New Buy 93,737 $4.03 M Q4 2025
Date
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Transaction
Value
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SEC Form