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Waste Connections, Inc.

WCN Industrials
$163.71 $-3.33 (-1.99%)
Market Cap: $41.85 B
Gurus Holding
10
Popularity Rank
#480
% of Shares Held
1.63%
Net Activity (Q4 2025)
+$104.37 M

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

$357.59 M
$169.38 M
$135.96 M
$29.67 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$144.74 M
Total Buy Value
New Buys 2
Additions 4
-$40.36 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
6

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.01% 2,039,175 $357.59 M Q4 2025
0.52% Reduce -18.4% 965,880 $169.38 M Q4 2025
0.07% Add 326.9% 775,312 $135.96 M Q4 2025
0.03% New Buy 169,191 $29.67 M Q4 2025
0.03% Add 163.2% 99,661 $17.48 M Q4 2025
0.14% Add 0.5% 82,373 $14.44 M Q4 2025
0.01% Reduce -41.4% 18,189 $3.19 M Q4 2025
0.01% 13,436 $2.36 M Q4 2025
0.00% Add 11.3% 2,073 $363,671 Q4 2025
0.00% New Buy 22 $3,858 Q4 2025
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