Guru Ownership Trend
Guru Analysis for Waste Connections, Inc. (WCN)
Waste Connections, Inc. (WCN), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $681.9 M.
Top institutional holders include Bill Gates and Frank Sands.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $104.37 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 326.9%. Conversely, Joel Greenblatt reduced exposure by 41.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Waste Connections, Inc. (WCN)
Major holders include Bill Gates ($357.59 M), Frank Sands ($169.38 M), Cliff Asness ($135.96 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 4.17 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $104.37 M, with 6 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited WCN. The total reported sell value was $40.36 M.
Yes, 2 managers opened new positions in WCN, and 4 increased their existing holdings. The total reported buy value was $144.74 M.