Follow-The-Filings

Security

CWST

Casella Waste Sys Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

10 owners 2 new max 0.2% (Ron Baron - Bamco Inc. /N...)

grid → activity →
owners 10
max % 0.2%
tracked value $792M
qoq N 2 A 4 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.2% Add +0.05 pp 718,461 $57M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% New 0.1% 463,949 $37M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 6,574,893 $644M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 80,712 $6M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 401,703 $39M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 34,749 $3M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 27,744 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 16,075 $1M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 12,571 $1M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 14,539 $1M hist

10 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.26B $1.56B $1.84B
Gross profit * $432.5M $529.95M $620.24M
Gross margin * 34.2% 34.0% 33.8%
Net income $25.4M $13.54M $7.87M
Net margin * 2.0% 0.9% 0.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $426.32M $613.3M $369.28M
Total non-current assets * $2.11B $2.62B $2.93B
Total assets $2.54B $3.23B $3.3B
Total current liabilities $278.86M $307.32M $293.9M
Total non-current liabilities — — —
Total equity $1.02B $1.55B $1.57B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $233.09M $281.36M $329.78M
Cash from investing -$1.01B -$670.61M -$469.15M
Cash from financing $922.3M $551.64M -$27.07M
Net change in cash $149.76M $162.39M -$166.44M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders