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Waste Connections, Inc.

WCN Industrials
$159.47 $-1.56 (-0.97%)
Market Cap: $40.19 B
Gurus Holding
11
Popularity Rank
#352
% of Shares Held
2.99%
Net Activity (Q2 2026)
+$458.53 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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.2 B.

Top institutional holders include Cliff Asness and Bill Gates.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $458.53 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 270.8%. Conversely, Steven Cohen reduced exposure by 22.7%.

Key Holders

Top 5 by Value

$683.99 M
$339.91 M
$101.63 M
$73.45 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$508.22 M
Total Buy Value
New Buys 1
Additions 3
-$49.68 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Waste Connections, Inc. (WCN)

Major holders include Cliff Asness ($683.99 M), Bill Gates ($339.91 M), Frank Sands ($101.63 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 7.53 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $458.53 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited WCN. The total reported sell value was $49.68 M.

Yes, 1 managers opened new positions in WCN, and 3 increased their existing holdings. The total reported buy value was $508.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.24% Add 270.8% 4,111,035 $683.99 M Q2 2026
0.99% 2,039,175 $339.91 M Q2 2026
0.38% Reduce -4.0% 609,721 $101.63 M Q2 2026
0.08% Reduce -22.7% 440,617 $73.45 M Q2 2026
0.03% Reduce -16.2% 120,261 $20.05 M Q2 2026
0.13% Reduce -1.3% 83,658 $13.94 M Q2 2026
0.11% Add 15.2% 53,142 $8.86 M Q2 2026
0.11% New Buy 44,825 $7.47 M Q2 2026
0.00% 11,832 $1.97 M Q2 2026
0.01% 7,634 $1.27 M Q2 2026
0.01% Add 2.4% 5,919 $986,572 Q2 2026
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Transaction
Value
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SEC Form