NYSE · Industrials

CLEAN HARBORS INC CLH

Clean Harbors is a North American environmental and industrial services company focused on hazardous-waste management, field services, parts cleaning, and used-oil recycling. The business benefits from regulation, limited disposal capacity, industrial activity, PFAS remediation, and pricing discipline.

Environmental Services

Company profile

Business mix

  • Environmental services: hazardous-waste collection, treatment, disposal, and field services for industrial customers.
  • Safety-Kleen and recycling: parts cleaning, used-oil collection, re-refining, and related sustainability services.
  • Remediation and emergency response: environmental cleanup, PFAS work, and industrial projects add event-driven demand.

Current key questions

  • Can disposal capacity, regulation, and PFAS demand sustain pricing power?
  • How sensitive are volumes to industrial production and customer maintenance cycles?
  • Do margins and free cash flow support acquisitions, debt reduction, and fleet investment?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 38.28 FCF 3.12% Buyback 1.25%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lone Pine Capital Stephen Mandel 4.0% $503.2M 2026-03-31
Durable Capital Partners Henry Ellenbogen 3.1% $301.3M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $38.6M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 3 Last 1 13F filing periods
Net reducers 0 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $176.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +26.5% +615,372 / 2,325,182
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 27.3% 13F value change +$180.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,378,125 Last 1 periods +376,825 (+27.3%) Total shares 1,754,950 Value $503.2M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 19.9% 13F value change +$12.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 112,294 Last 1 periods +22,337 (+19.9%) Total shares 134,631 Value $38.6M
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 25.9% 13F value change +$105.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 834,763 Last 1 periods +216,210 (+25.9%) Total shares 1,050,973 Value $301.3M

Recent mentions

No public mentions.