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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
34
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 9 listed it in both
Shares listed
84,247,917
combined, among listed positions
Reported value
$3.6bn
combined, at the quarter end

Among the 92 comparable managers: 26 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +16,849,223.

Managers listing GFL in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

34 of 34 holders

ActionFiling
Fidelity (FMR LLC)26,532,066$1.1bn0.06%Trimmed-579,61717 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors21,863,632$939m0.17%Added+3,267,93611 Feb 2026 (the filing on sec.gov)
MFS Investment Management11,201,976$481m0.16%Added+977,34422 Jan 2026 (the filing on sec.gov)
Maverick Capital Ltd5,023,417$216m2.32%Added+3,436,41913 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC3,407,588$146munder 0.1%Added+3,111,22212 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP2,668,607$115munder 0.1%Added+657,02717 Feb 2026 (the filing on sec.gov)
Millennium Management LLC2,539,067$109munder 0.1%Added+126,57017 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP1,554,611$67m0.07%Added+258,21117 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,375,115$59munder 0.1%Added+1,234,81417 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC1,181,049$51munder 0.1%Added+1,170,52417 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,170,208$50munder 0.1%Added+1,138,86513 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,124,140$48m0.06%Added+834,47017 Feb 2026 (the filing on sec.gov)
Woodline Partners LP745,127$32m0.12%Added+666,21717 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC732,620$31m0.36%Trimmed-142,38013 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC539,552$23munder 0.1%Trimmed-52,45127 Oct 2026 (the filing on sec.gov)
Freestone Grove Partners LP446,741$19m0.14%Added+105,85117 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP354,605$15munder 0.1%Trimmed-236,64817 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC322,023$14munder 0.1%Added+240,04213 Feb 2026 (the filing on sec.gov)
Winton Group Ltd236,167$10m0.35%Added+195,66711 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.223,246$9.6munder 0.1%Added+122,19517 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC138,264$5.9munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc136,487$5.9munder 0.1%Added+10,51417 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC131,161$5.6munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP123,151$5.3munder 0.1%Trimmed-100,31917 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP95,600$4.1munder 0.1%Added+15,20017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (6)

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 →