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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
36
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 14 listed it in both
Shares listed
85,891,509
combined, among listed positions
Reported value
$3.6bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 21 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,995,038.

Managers listing GFL in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

36 of 36 holders

ActionFiling
Fidelity (FMR LLC)25,462,871$1.1bn0.06%Trimmed-1,069,19515 May 2026 (the filing on sec.gov)
Capital Research Global Investors23,151,980$966m0.15%Added+1,288,34813 May 2026 (the filing on sec.gov)
MFS Investment Management† Value as filed implies a price far from other filers'.10,946,130$480m0.16%Trimmed-255,84614 May 2026 (the filing on sec.gov)
Millennium Management LLC4,534,021$189m0.08%Added+1,994,95415 May 2026 (the filing on sec.gov)
Maverick Capital Ltd3,849,656$161m1.85%Trimmed-1,173,76115 May 2026 (the filing on sec.gov)
Wellington Management Group LLP2,661,097$111munder 0.1%Trimmed-7,51015 May 2026 (the filing on sec.gov)
Jane Street Group LLC2,503,598$104munder 0.1%Trimmed-903,99012 May 2026 (the filing on sec.gov)
Marshall Wace LLP2,156,844$90m0.09%Added+986,63615 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,849,230$77m0.10%Added+725,09015 May 2026 (the filing on sec.gov)
Citadel Advisors LLC1,143,825$48munder 0.1%Trimmed-231,29015 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,130,415$46munder 0.1%Trimmed-50,63415 May 2026 (the filing on sec.gov)
Two Sigma Investments LP777,442$32munder 0.1%Added+422,83715 May 2026 (the filing on sec.gov)
Woodline Partners LP745,127$31m0.12%Held015 May 2026 (the filing on sec.gov)
Point72 Asset Management LP742,065$31munder 0.1%Trimmed-812,54615 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP667,719$28munder 0.1%Added+662,85715 May 2026 (the filing on sec.gov)
Soros Fund Management LLC530,184$22m0.24%Trimmed-202,43615 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC523,484$22munder 0.1%Trimmed-16,06827 Oct 2026 (the filing on sec.gov)
Renaissance Technologies LLC458,847$19munder 0.1%Added+327,68614 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.431,608$18munder 0.1%Added+208,36215 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC290,586$12m0.09%Added+229,72815 May 2026 (the filing on sec.gov)
AllianceBernstein LP174,375$7.5munder 0.1%Added+51,22415 May 2026 (the filing on sec.gov)
Walleye Capital LLC152,052$6.3munder 0.1%Trimmed-169,97113 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC139,095$5.8munder 0.1%Added+83115 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc137,289$5.7munder 0.1%Added+80215 May 2026 (the filing on sec.gov)
Invesco Ltd125,070$5.2munder 0.1%Added+36,72912 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (5)

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 →