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WASTE CONNECTIONS INC WCN

Waste Connections, Inc. provides non-hazardous waste collection, transfer, and disposal services in the United States and Canada. It offers collection services to residential, commercial, municipal, industrial, and exploration and production (E&P) customers; landfill disposal services; and recycling services for various recyclable materials, including compost, cardboard, mixed paper, plastic containers, glass bottles, and ferrous and aluminum metals.

Company profile

Business mix

  • It offers collection services to residential, commercial, municipal, industrial, and exploration and production (E&P) customers.
  • The company owns and operates transfer stations that receive, compact, and/or load waste to be transported to landfills or treatment facilities through truck, rail, or barge.
  • In addition, it provides E&P waste treatment, recovery, and disposal services for waste created through the initial drilling and completion of an oil or natural gas well.
  • Waste Connections, Inc. was founded in 1997 and is based in Woodbridge, Canada.

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 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Stockbridge Partners 9.6% $398.2M 2026-03-31
Sands Capital Management Frank Sands 0.4% $103.1M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $13.6M Estimated from net added shares
Reduction amount $58.2M Estimated from net reduced shares
Net share change / base shares -7.6% -272,121 / 3,558,193
Stockbridge Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 3.5% 13F value change -$17.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,367,313 Last 1 periods +83,856 (+3.5%) Total shares 2,451,169 Value $398.2M
Sands Capital Management Frank Sands 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -34.3% 13F value change -$66.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 965,880 Last 1 periods -330,977 (-34.3%) Total shares 634,903 Value $103.1M
Baron Capital Ron Baron 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -11.1% 13F value change -$6.9M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 225,000 Last 1 periods -25,000 (-11.1%) Total shares 200,000 Value $35.2M

Recent mentions

No public mentions.