Guru Ownership Over Time
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 Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $171.09 M.
Top institutional holders include Lee Ainslie and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $115.58 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 158.7%. Conversely, George Soros reduced exposure by 69.3%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.00% | Reduce -43.3% | 1,586,998 | $75.19 M | Q3 2025 | |
| 0.10% | Add 158.0% | 1,296,400 | $61.43 M | Q3 2025 | |
| 0.59% | Reduce -69.3% | 875,000 | $41.46 M | Q3 2025 | |
| 0.02% | Add 158.7% | 111,473 | $5.28 M | Q3 2025 | |
| 0.00% | New Buy | 10,525 | $498,707 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for GFL Environmental Inc. (GFL)
Top Guru holders include Lee Ainslie ($75.19 M), Steven Cohen ($61.43 M), George Soros ($41.46 M). Collectively, tracked Gurus hold 3.88 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $115.58 M, with 3 Gurus buying and 3 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 1 Gurus sold out of GFL completely. Total sell value was $156.94 M.
Yes, 1 Gurus opened new positions in GFL, and 2 added to their existing holdings. Total buy value was $41.36 M.