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WCN · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

WCNGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • WCN
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterWCNGEV
Q3 202020 holders, $4.1bnnone listed holders, n.a.
Q4 202018 holders, $4.3bnnone listed holders, n.a.
Q1 202117 holders, $4.9bnnone listed holders, n.a.
Q2 202114 holders, $5.0bnnone listed holders, n.a.
Q3 202113 holders, $5.2bnnone listed holders, n.a.
Q4 202125 holders, $6.1bnnone listed holders, n.a.
Q1 202222 holders, $5.6bnnone listed holders, n.a.
Q2 202224 holders, $5.1bnnone listed holders, n.a.
Q3 202222 holders, $3.8bnnone listed holders, n.a.
Q4 202221 holders, $3.6bnnone listed holders, n.a.
Q1 202317 holders, $4.0bnnone listed holders, n.a.
Q2 202319 holders, $3.9bnnone listed holders, n.a.
Q3 202318 holders, $2.8bnnone listed holders, n.a.
Q4 202320 holders, $2.9bnnone listed holders, n.a.
Q1 202422 holders, $3.7bn3 holders, $544m
Q2 202420 holders, $3.4bn26 holders, $9.8bn
Q3 202419 holders, $3.7bn31 holders, $11.9bn
Q4 202417 holders, $3.6bn37 holders, $15.3bn
Q1 202518 holders, $4.0bn36 holders, $14.8bn
Q2 202517 holders, $3.6bn36 holders, $26.3bn
Q3 202520 holders, $4.5bn35 holders, $29.5bn
Q4 202518 holders, $4.4bn34 holders, $28.7bn
Q1 202626 holders, $5.2bn31 holders, $36.7bn
Q2 202620 holders, $5.1bn28 holders, $45.0bn
WCN

Waste Connections Inc

Holders
18
Reported value
$4.0bn
Buyers
9
Sellers
9

Breadth 0 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUP
GEV

Ge Vernova Inc

Holders
36
Reported value
$14.8bn
Buyers
20
Sellers
19

Breadth +1 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2025

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WCN (4)

Citadel Advisors LLC, ExodusPoint Capital Management LP, Janus Henderson Group Ltd, Two Sigma Investments LP

Only GEV (22)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Walleye Capital LLC, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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