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WCN in the 13F filings

Waste Connections Inc · CUSIP 94106B101

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; 18 listed it in both
Shares listed
27,156,567
combined, among listed positions
Reported value
$4.8bn
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +161,971.

Managers listing WCN 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)10,264,482$1.8bn0.09%Trimmed-114,16417 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP4,675,737$820m0.14%Added+220,57517 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,669,720$468m0.05%Trimmed-695,02817 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP1,522,150$267m0.52%Trimmed-5,60017 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,195,103$210m0.16%Trimmed-45,64927 Oct 2026 (the filing on sec.gov)
Two Sigma Investments LP1,079,135$189m0.27%Trimmed-184,78317 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,034,755$181munder 0.1%Added+682,24317 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC775,312$136m0.07%Added+593,71517 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP703,033$123m0.07%Trimmed-134,30213 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC469,105$82m0.10%Added+265,51717 Feb 2026 (the filing on sec.gov)
MFS Investment Management387,552$68munder 0.1%Trimmed-6,74722 Jan 2026 (the filing on sec.gov)
Voloridge Investment Management LLC356,705$63m0.22%Trimmed-169,15717 Feb 2026 (the filing on sec.gov)
Invesco Ltd354,424$62munder 0.1%Added+165,34419 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP340,628$60m0.05%Added+72,30213 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd202,104$35munder 0.1%Added+7,00217 Feb 2026 (the filing on sec.gov)
Millennium Management LLC183,581$32munder 0.1%Trimmed-102,44117 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC170,373$30m0.13%Added+53,82217 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP169,191$30munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.133,752$23munder 0.1%Added+7,32617 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC112,413$20m0.06%Trimmed-5,44013 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC99,661$17munder 0.1%Added+61,80012 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc82,373$14m0.14%Added+4265 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC40,652$7.1munder 0.1%Trimmed-30,09313 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC29,056$5.1munder 0.1%Trimmed-262,26312 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP28,348$5.0munder 0.1%Added+22,75017 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 (2)

Exited (3)

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.
19 in Q3 2024 to 20 in Q2 2026

Tracked managers listing it, at least.

01020302017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WCN by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201614$2.6bnn.a.n.a.
Q3 201612$2.4bnn.a.n.a.
Q4 201611$2.3bnn.a.n.a.
Q1 201714$2.9bnn.a.n.a.
Q2 201715$3.5bnn.a.n.a.
Q3 201713$4.0bnn.a.n.a.
Q4 201718$4.1bnn.a.n.a.
Q1 201820$4.2bnn.a.n.a.
Q2 201818$3.9bnn.a.n.a.
Q3 201816$4.1bnn.a.n.a.
Q4 201818$3.7bnn.a.n.a.
Q1 201916$4.3bnn.a.n.a.
Q2 201919$4.7bnn.a.n.a.
Q3 201917$4.1bnn.a.n.a.
Q4 201919$3.8bnn.a.n.a.
Q1 202017$3.1bnn.a.n.a.
Q2 202017$3.8bnn.a.n.a.
Q3 202020$4.1bnn.a.n.a.
Q4 202018$4.3bnn.a.n.a.
Q1 202117$4.9bnn.a.n.a.
Q2 202114$5.0bnn.a.n.a.
Q3 202113$5.2bnn.a.n.a.
Q4 202125$6.1bnn.a.n.a.
Q1 202222$5.6bnn.a.n.a.
Q2 202224$5.1bnn.a.n.a.
Q3 202222$3.8bnn.a.n.a.
Q4 202221$3.6bnn.a.n.a.
Q1 202317$4.0bnn.a.n.a.
Q2 202319$3.9bnn.a.n.a.
Q3 202318$2.8bnn.a.n.a.
Q4 202320$2.9bn911
Q1 202422$3.7bn149
Q2 202420$3.4bn912
Q3 202419$3.7bn137
Q4 202417$3.6bn89
Q1 202518$4.0bn99
Q2 202517$3.6bn611
Q3 202520$4.5bn145
Q4 202518$4.4bn1618
Q1 202626$5.2bn2711
Q2 202620$5.1bn1127

Compare with…

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

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

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 WCN, latest filings →Back to the 13F Explorer →