Free · no sign-up · Q2 2026

Which funds own GFL

GFL Environmental Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $1.6bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 8 managers trimmed or sold out against 1 buying.

Managers holding: 3; at least, of 91 current
Combined value: $1.6bn; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 8; 6 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.

Manager	Value	Weight	Shares	Change on the quarter	Action
Capital Research Global Investors Long-only · $717bn book	$806m	0.1%	21,919,416	-$160m-1,232,564	Trimmed
MFS Investment Management Long-only · $315bn book	$423m	0.1%	10,865,869	-$57m-80,261	Trimmed
Maverick Capital Ltd Long/short equity · $11.3bn book	$375m	3.3%	10,202,931	+$215m+6,353,275	Added

Sold out of this quarter

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

Woodline Partners LP · Long/short equity$31m held before
Renaissance Technologies LLC · Quantitative$19m held before
Schonfeld Strategic Advisors LLC · Multi-strategy$12m held before
Squarepoint Ops LLC · Multi-strategy$5.0m held before
Winton Group Ltd · Quantitative$3.3m held before
Acadian Asset Management LLC · Quantitative$1.1m held before

Ownership through time

At least 10 of the 95 managers whose filings are on file listed GFL in Q2 2026, against 5 in Q1 2020. 3 managers fewer than in Q1 2026: 2 listed it again; 1 sold out, by its own filing; 4 no longer listed it among the positions read, which can mean a holding below the listed range 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

Their combined reported value

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

No manager on file started a position.

Largest increases, by shares

Maverick Capital Ltd3,849,656 to 10,202,931 shares+$234m
Artisan Partners LP16,708 to 20,418 shares+$136k

Largest decreases, by shares

Fidelity (FMR LLC)25,462,871 to 22,638,505 shares-$104m
Capital Research Global Investors23,151,980 to 21,919,416 shares-$45m
Marshall Wace LLP2,156,844 to 1,242,546 shares-$34m
Soros Fund Management LLC530,184 to 9,287 shares-$19m
Balyasny Asset Management LLC1,849,230 to 1,374,460 shares-$17m

Left it

Woodline Partners LPwas $31m

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q3 2021	$1.7bn	$832m
Capital Research Global Investors	Q3 2022	$1.2bn	$806m
MFS Investment Management	Q3 2020	$535m	$423m
Maverick Capital Ltd	Q1 2024	$375m	$375m
Balyasny Asset Management LLC	Q4 2025	$77m	$51m
Marshall Wace LLP	Q3 2021	$96m	$46m
Walleye Capital LLC	Q4 2025	$16m	$16m
Verition Fund Management LLC	Q2 2021	$22m	$15m
Artisan Partners LP	Q1 2020	$62m	$751k
Soros Fund Management LLC	Q1 2024	$147m	$342k
Wellington Management Group LLP	Q1 2020	$295m	last listed Q1 2022
Millennium Management LLC	Q4 2023	$220m	last listed Q1 2026
Durable Capital Partners LP	Q1 2020	$188m	last listed Q3 2021
Jane Street Group LLC	Q4 2025	$146m	last listed Q4 2025
Citadel Advisors LLC	Q2 2023	$129m	last listed Q2 2023
Point72 Asset Management LP	Q4 2021	$67m	last listed Q4 2025
Neuberger Berman Group LLC	Q4 2021	$64m	last listed Q1 2025
Man Group PLC	Q2 2021	$62m	last listed Q2 2025
Freestone Grove Partners LP	Q1 2025	$52m	last listed Q4 2025
Two Sigma Investments LP	Q4 2020	$38m	last listed Q2 2025

What GFL 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 GFL →

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.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More

Provided for information purposes only, not financial advice. The holdings indexed here and anything drawn from them are illustrative, produced from assumptions you control, and must not be relied on for any investment, financial or business decision. Read the full notice

Not advice, and not a recommendation. Everything L3VLUP publishes is provided for information purposes only. Nothing here is financial, investment, legal, tax or accounting advice, a personal recommendation, or an offer or solicitation to buy or sell any security or financial instrument. It takes no account of anyone’s objectives, financial situation or needs.

Not a regulated adviser. L3VLUP does not provide regulated financial services. Speak to a suitably qualified and regulated professional before acting on anything you read here.

Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

Third-party data. Where live figures appear they come from third parties, including public filings and market feeds. They may be delayed, incomplete, restated, mis-tagged at source or simply wrong, and their providers do not endorse or verify this page. Every figure links to where it came from — check it there before relying on it. Past performance is not a guide to future performance.

Company names and logos. Names, tickers and logos are the trademarks of their owners and appear only to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, none of them took part in preparing the exercise, and nothing here is a statement by or about any of them. See third-party names and marks.

No warranty, and limited liability. This page is provided “as is” without warranty of any kind. To the fullest extent permitted by law, L3VLUP accepts no liability for any loss or damage arising from use of, or reliance on, anything on it. Nothing in this notice limits any liability that cannot lawfully be limited.

Full terms: Information Purposes and No Advice · Terms

The holdings, every quarter, and the week between

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

One email a week, free, and you can leave at any point.