Follow-The-Filings

Security

WCN

Waste Connections Inc. · COM

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

18 owners 1 exit max 1.1% (Gates Foundation Trust)

grid → activity →
owners 18
max % 1.1%
tracked value $7.8B
qoq A 6 R 8 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Gates Foundation Trust 2026 Q1 1.1% — 2,039,175 $331M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.27 pp 1,079,135 $189M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.09 pp 570,160 $93M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.1% Reduce 0.00 pp 192,621 $31M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce 0.00 pp 31,162,831 $5.5B hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.05 pp 3,113,950 $506M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.01 pp 1,108,569 $178M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.06 pp 768,427 $125M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.07 pp 3,977,490 $698M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.04 pp 839,369 $136M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce -0.06 pp 231,879 $38M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add +0.01 pp 143,461 $23M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.01 pp 147,978 $24M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 11,832 $2M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 7,634 $1M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.05 pp 22,982 $4M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 65 $11 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 25 $4 hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 2,073 $364 hist

18 current · 1 exited last period · 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 $8.02B $8.92B $9.47B
Gross profit * $3.28B $3.73B $4.01B
Gross margin * 40.9% 41.8% 42.4%
Net income $762.8M $617.57M $1.08B
Net margin * 9.5% 6.9% 11.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.14B $1.23B $1.31B
Total non-current assets * $16.77B $18.59B $19.82B
Total assets $17.92B $19.82B $21.13B
Total current liabilities $1.69B $1.88B $2.12B
Total non-current liabilities * $8.53B $10.08B $10.76B
Total equity $7.69B $7.86B $8.25B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.13B $2.23B $2.41B
Cash from investing -$1.58B -$3.16B -$2.02B
Cash from financing -$544.4M $944.94M -$360.04M
Net change in cash $2.67M $14.14M $31.41M

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