🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Waste Connections, Inc.

WCN Industrials
$156.91 $-0.16 (-0.10%)
Market Cap: $39.87 B
Gurus Holding
12
Popularity Rank
#278
% of Shares Held
1.88%
Net Activity (Q1 2026)
+$98.42 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 Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $749.17 M.

Top institutional holders include Bill Gates and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $98.42 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 237.0%. Conversely, Ray Dalio reduced exposure by 43.2%.

Key Holders

Top 5 by Value

$331.24 M
$178.38 M
$103.13 M
$92.62 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$154.52 M
Total Buy Value
New Buys 3
Additions 5
-$56.1 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
8

FAQs for Waste Connections, Inc. (WCN)

Major holders include Bill Gates ($331.24 M), Cliff Asness ($178.38 M), Frank Sands ($103.13 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 4.77 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $98.42 M, with 8 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited WCN. The total reported sell value was $56.1 M.

Yes, 3 managers opened new positions in WCN, and 5 increased their existing holdings. The total reported buy value was $154.52 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.05% 2,039,175 $331.24 M Q1 2026
0.08% Add 43.0% 1,108,569 $178.38 M Q1 2026
0.40% Reduce -34.3% 634,903 $103.13 M Q1 2026
0.12% Add 237.0% 570,160 $92.62 M Q1 2026
0.04% Add 44.0% 143,461 $23.3 M Q1 2026
0.04% New Buy 122,062 $19.83 M Q1 2026
0.14% Add 2.9% 84,797 $13.77 M Q1 2026
0.11% New Buy 46,114 $7.49 M Q1 2026
0.01% Reduce -35.0% 11,832 $1.92 M Q1 2026
0.01% Reduce -43.2% 7,634 $1.24 M Q1 2026
0.01% New Buy 5,781 $938,702 Q1 2026
0.00% Add 13.6% 25 $4,061 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form