Follow The Filings

CWST Casella Waste Systems Inc.

Industrials, filed as CASELLA WASTE SYS INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.1%
  • $94M
  • 1 add

In 2026 Q2 Ron Baron added to Casella Waste Systems.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Ron Baron, Bamco Inc. (Baron Capital)). Not free-float ownership.

  1. Ron Baron Add 0.14%

Who owns CWST

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 0.14% Add +34.3% 965,239 $94M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CWST's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CWST insider trades
  • None no insider bought on the open market
  • $3.8M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Michael K Burke Director
    Sale
    $105K 1,100 shares at $95.26 7.5% of stake
    Traded Sep 3 Filed Sep 3
  2. Michael K Burke Director
    Sale
    $102K 1,100 shares at $92.99 6.9% of stake
    Traded Aug 26 Filed Aug 26
  3. Douglas R Casella Vice Chairman, Bd of Directors
    Sale
    $1.5M 16,500 shares at $91.05 16% of stake
    Traded Aug 13–14 Filed Aug 14
  4. Michael K Burke Director
    Sale
    $202K 2,305 shares at $87.56 14% of stake
    Traded May 26 Filed May 27
  5. Edmond Coletta CEO
    Sale
    $1.1M 12,500 shares at $89.56 8.2% of stake
    Traded May 19 Filed May 22
  6. Edmond Coletta President
    Sale
    $700K 7,000 shares at $100.07 4.7% of stake
    Traded Dec 8, 2025 Filed Dec 9, 2025
  7. Emily Nagle Green Director
    Sale
    $100K 1,116 shares at $89.38 17% of stake
    Traded Nov 4, 2025 Filed Nov 6, 2025

Also filed in the last 12 months, not counted as buying or selling: 19 stock grants, 17 sales to cover taxes, and 10 gifts.

Congress

1 member of Congress traded CWST in the last three years: 0 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Jefferson Shreve R-IN-6 Sell $50K–$100K May 12, 2025 filed Jun 22, 2025

SEC filings

Recent issuer filings from EDGAR, 20 shown.

Filed Form Detail Links
SCHEDULE 13G/A —
8-K 7.01
10-Q
8-K 2.02,9.01
8-K/A 5.02
SCHEDULE 13G —
8-K 5.02
8-K 5.07
8-K 8.01
8-K 8.01,9.01
8-K 8.01,9.01
10-Q
8-K 2.02,9.01
SCHEDULE 13G —
SCHEDULE 13G —
SCHEDULE 13G/A —
8-K 1.01,2.03,9.01
DEF 14A
DEFA14A
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 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 -$0.671B -$0.469B
Cash from financing $922.3M $551.64M -$27.07M
Net change in cash $149.76M $162.39M -$166.44M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.