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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $598.35 M.
Top institutional holders include Bill Gates and Frank Sands.
Institutional sentiment is currently Bullish. This is evidenced by a $6.63 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Mario Gabelli reduced exposure by 5.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.98% | Reduce -5.1% | 2,039,175 | $358.49 M | Q3 2025 | |
| 0.57% | Add 5.6% | 1,183,194 | $208.01 M | Q3 2025 | |
| 0.02% | Add 33.6% | 181,597 | $31.84 M | Q3 2025 | |
| 0.14% | Reduce -5.4% | 81,947 | $14.41 M | Q3 2025 | |
| 0.01% | New Buy | 37,861 | $6.66 M | Q3 2025 | |
| 0.02% | Add 4.2% | 31,039 | $5.46 M | Q3 2025 | |
| 0.01% | Add 51.0% | 13,436 | $2.36 M | Q3 2025 | |
| 0.00% | Add 7.3% | 1,862 | $327,420 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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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 Waste Connections, Inc. (WCN)
Major holders include Bill Gates ($358.49 M), Frank Sands ($208.01 M), Cliff Asness ($31.84 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.57 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.63 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 $20.16 M.
Yes, 1 managers opened new positions in WCN, and 5 increased their existing holdings. The total reported buy value was $26.79 M.