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Free · no sign-up · Q2 2026

Which funds own CWST

Casella Waste Sys Inc in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $1.8m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
1
at least, of 91 current
Combined value
$1.8m
as reported
Opened
1
new this quarter
Added to
0
already held
Trimmed or sold out
2
2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
Element Capital Management LLC
Macro · $3.2bn book
$1.8m0.1%18,200opened18,200New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 7 of the 95 managers whose filings are on file listed CWST in Q2 2026, against 1 in Q2 2016. 2 managers more than in Q1 2026: 1 started a position; 3 listed it again; 1 sold out, by its own filing; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
047Q2 2016: 1Q3 2016: 2Q4 2016: 3Q1 2017: 317Q2 2017: 4Q3 2017: 4Q4 2017: 4Q1 2018: 518Q2 2018: 4Q3 2018: 4Q4 2018: 3Q1 2019: 319Q2 2019: 4Q3 2019: 3Q4 2019: 2Q1 2020: 220Q2 2020: 4Q3 2020: 2Q4 2020: 3Q1 2021: 221Q2 2021: 3Q3 2021: 2Q4 2021: 3Q1 2022: 222Q2 2022: 3Q3 2022: 2Q4 2022: 2Q1 2023: 223Q2 2023: 3Q3 2023: 3Q4 2023: 5Q1 2024: 424Q2 2024: 4Q3 2024: 6Q4 2024: 4Q1 2025: 425Q2 2025: 6Q3 2025: 5Q4 2025: 5Q1 2026: 526Q2 2026: 7
  • Q2 2016: 1
  • Q3 2016: 2
  • Q4 2016: 3
  • Q1 2017: 3
  • Q2 2017: 4
  • Q3 2017: 4
  • Q4 2017: 4
  • Q1 2018: 5
  • Q2 2018: 4
  • Q3 2018: 4
  • Q4 2018: 3
  • Q1 2019: 3
  • Q2 2019: 4
  • Q3 2019: 3
  • Q4 2019: 2
  • Q1 2020: 2
  • Q2 2020: 4
  • Q3 2020: 2
  • Q4 2020: 3
  • Q1 2021: 2
  • Q2 2021: 3
  • Q3 2021: 2
  • Q4 2021: 3
  • Q1 2022: 2
  • Q2 2022: 3
  • Q3 2022: 2
  • Q4 2022: 2
  • Q1 2023: 2
  • Q2 2023: 3
  • Q3 2023: 3
  • Q4 2023: 5
  • Q1 2024: 4
  • Q2 2024: 4
  • Q3 2024: 6
  • Q4 2024: 4
  • Q1 2025: 4
  • Q2 2025: 6
  • Q3 2025: 5
  • Q4 2025: 5
  • Q1 2026: 5
  • Q2 2026: 7
Their combined reported value
$0$397m$794mQ2 2016: $122kQ3 2016: $2.4mQ4 2016: $9.8mQ1 2017: $6.8m17Q2 2017: $52mQ3 2017: $67mQ4 2017: $90mQ1 2018: $94m18Q2 2018: $106mQ3 2018: $126mQ4 2018: $97mQ1 2019: $119m19Q2 2019: $129mQ3 2019: $139mQ4 2019: $125mQ1 2020: $100m20Q2 2020: $161mQ3 2020: $102mQ4 2020: $95mQ1 2021: $83m21Q2 2021: $82mQ3 2021: $86mQ4 2021: $87mQ1 2022: $89m22Q2 2022: $68mQ3 2022: $62mQ4 2022: $63mQ1 2023: $64m23Q2 2023: $82mQ3 2023: $71mQ4 2023: $126mQ1 2024: $197m24Q2 2024: $198mQ3 2024: $366mQ4 2024: $399mQ1 2025: $377m25Q2 2025: $794mQ3 2025: $424mQ4 2025: $487mQ1 2026: $306m26Q2 2026: $520m
  • Q2 2016: $122k
  • Q3 2016: $2.4m
  • Q4 2016: $9.8m
  • Q1 2017: $6.8m
  • Q2 2017: $52m
  • Q3 2017: $67m
  • Q4 2017: $90m
  • Q1 2018: $94m
  • Q2 2018: $106m
  • Q3 2018: $126m
  • Q4 2018: $97m
  • Q1 2019: $119m
  • Q2 2019: $129m
  • Q3 2019: $139m
  • Q4 2019: $125m
  • Q1 2020: $100m
  • Q2 2020: $161m
  • Q3 2020: $102m
  • Q4 2020: $95m
  • Q1 2021: $83m
  • Q2 2021: $82m
  • Q3 2021: $86m
  • Q4 2021: $87m
  • Q1 2022: $89m
  • Q2 2022: $68m
  • Q3 2022: $62m
  • Q4 2022: $63m
  • Q1 2023: $64m
  • Q2 2023: $82m
  • Q3 2023: $71m
  • Q4 2023: $126m
  • Q1 2024: $197m
  • Q2 2024: $198m
  • Q3 2024: $366m
  • Q4 2024: $399m
  • Q1 2025: $377m
  • Q2 2025: $794m
  • Q3 2025: $424m
  • Q4 2025: $487m
  • Q1 2026: $306m
  • Q2 2026: $520m

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Largest decreases, by shares

Left it

ManagerValue over timeFirst listedLargestQ2 2026
Capital Research Global InvestorsQ4 2023$244m$197m
Neuberger Berman Group LLCQ4 2023$139m$139m
Wellington Management Group LLPQ3 2024$174m$125m
Point72 Asset Management LPQ2 2026$43m$43m
GAMCO Investors IncQ3 2016$12m$9.6m
Holocene Advisors LPQ2 2023$18m$3.9m
Element Capital Management LLCQ3 2024$9.5m$1.8m
Invesco LtdQ2 2025$300mlast listed Q2 2025
Renaissance Technologies LLCQ2 2017$120mlast listed Q2 2024
AllianceBernstein LPQ2 2025$100mlast listed Q2 2025
MFS Investment ManagementQ2 2020$36mlast listed Q2 2020
Woodline Partners LPQ1 2026$33mlast listed Q1 2026
Arrowstreet Capital LPQ2 2017$13mlast listed Q3 2018
Two Sigma Advisers LPQ3 2019$13mlast listed Q3 2019
Man Group PLCQ2 2020$11mlast listed Q2 2020
Acadian Asset Management LLCQ4 2016$6.9mlast listed Q1 2017
ExodusPoint Capital Management LPQ1 2026$4.1mlast listed Q1 2026

What CWST is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around CWST →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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