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GFL in the 13F filings

GFL Environmental Inc · CUSIP 36168Q104

Sector · IndustrialsTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
14 Nov 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 8 listed it in both
Shares listed
62,484,296
combined, among listed positions
Reported value
$3.0bn
combined, at the quarter end

Among the 95 comparable managers: 4 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing GFL in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Fidelity (FMR LLC)27,111,683$1.3bn0.07%Trimmed-6,957,40013 Nov 2025 (the filing on sec.gov)
Capital Research Global Investors18,595,696$881m0.17%Trimmed-499,03513 Nov 2025 (the filing on sec.gov)
MFS Investment Management10,224,632$484m0.15%Trimmed-382,19429 Oct 2025 (the filing on sec.gov)
Millennium Management LLC2,412,497$114munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Maverick Capital Ltd1,586,998$75m1.00%Trimmed-1,213,45814 Nov 2025 (the filing on sec.gov)
Point72 Asset Management LP1,296,400$61m0.10%Added+794,00014 Nov 2025 (the filing on sec.gov)
Soros Fund Management LLC875,000$41m0.59%Trimmed-1,977,37414 Nov 2025 (the filing on sec.gov)
Freestone Grove Partners LP340,890$16m0.12%Added+228,44514 Nov 2025 (the filing on sec.gov)
Winton Group Ltd40,500$1.9m0.07%Added+20,90013 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

051015202020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
GFL by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20205$263mn.a.n.a.
Q2 20204$245mn.a.n.a.
Q3 20203$353mn.a.n.a.
Q4 20204$541mn.a.n.a.
Q1 20213$564mn.a.n.a.
Q2 20218$519mn.a.n.a.
Q3 20218$946mn.a.n.a.
Q4 202110$1.1bnn.a.n.a.
Q1 20229$993mn.a.n.a.
Q2 20229$703mn.a.n.a.
Q3 20228$734mn.a.n.a.
Q4 202211$929mn.a.n.a.
Q1 20238$1.4bnn.a.n.a.
Q2 202311$2.1bnn.a.n.a.
Q3 20239$1.8bnn.a.n.a.
Q4 202311$2.1bn65
Q1 202414$2.5bn104
Q2 202413$2.8bn68
Q3 202414$3.1bn113
Q4 202410$3.4bn47
Q1 202517$3.7bn107
Q2 202512$3.6bn510
Q3 20259$3.0bn47
Q4 202516$3.3bn269
Q1 202613$3.1bn2115
Q2 202610$2.6bn927

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

GFL and GEV →GFL and XOM →GFL and CVX →Choose a stock to compare with GFL →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own GFL, latest filings →Back to the 13F Explorer →