WCN
Waste Connections Inc
3 super-investors hold WCN worth a combined $837M. The largest position: Bill & Melinda Gates Foundation Trust at 1.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 27 — ranked #470 of 724 scored stocks.
Why super-investors own WCN
Ownership of WCN within this cohort is thin and static: three managers hold a combined $837M, but the position count has been stuck at one or two for seven consecutive quarters before ticking up to three in 2026Q1 — driven largely by a negligible First Eagle stub of roughly $4,000. The substantive holders are the Gates Foundation Trust (1.0% of portfolio, $331M) and Joel Greenblatt ($506M at 0.4%), neither of whom added, trimmed, or changed their position this quarter. No manager entered or exited. The highest single-portfolio concentration is just 1.0%, signaling quiet, conviction-lite holding rather than active thesis-building. Cohort interest in WCN is neither rising nor fading — it is essentially dormant.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.4% | 40q | $506M | 3,113,950 |
| 2 | Bill & Melinda Gates Foundation Trust | 1.0% | 15q | $331M | 2,039,175 |
| 3 | First Eagle Investment Management | 0.0% | 2q | $4K | 25 |
Owners of WCN also hold
Long US equity 13F-HR filings only. CUSIP 94106B101. Not investment advice.