NASDAQ · Utilities

CASELLA WASTE SYS INC CWST

Casella Waste Systems, Inc., together with its subsidiaries, operates as a vertically integrated solid waste services company in the United States. The company offers resource management expertise and services primarily in the areas of solid waste collection and disposal, transfer, recycling and organics services to residential, commercial, municipal, institutional, and industrial customers.

Environmental Services

Company profile

Business mix

  • The company offers resource management expertise and services primarily in the areas of solid waste collection and disposal, transfer, recycling and organics services to residential, commercial, municipal, institutional, and industrial customers.
  • It also provides non-hazardous solid waste services, including collections, transfer stations, recycling, and disposal operations.
  • In addition, the company markets various materials, including fibers, such as corrugated cardboard and newsprint, plastics, glass, ferrous, and aluminum metals.
  • Casella Waste Systems, Inc. was founded in 1975 and is headquartered in Rutland, Vermont.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in waste management?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 765.07 FCF 1.87% Buyback -4.23%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $57.0M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $57.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +718,461 / 0
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$43.7M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 61.0% 13F value change +$13.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +718,461 (New) Total shares 718,461 Value $57.0M

Recent mentions

No public mentions.