ACM
WCN

Arosa Capital Management’s Waste Connections WCN Stock Holding History

Arosa Capital Management’s Portfolio WCN Stock Details WCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,000
Closed -$1.56M – 72
2025
Q1 		$1.56M Hold
8,000
– – 0.58% 36
2024
Q4 		$1.37M Buy
+8,000
New +$1.45M 0.55% 37
2024
Q2 		– Sell
-17,900
Closed -$3.08M – 46
2024
Q1 		$3.08M Buy
17,900
+1,100
+7% +$177K 1.82% 25
2023
Q4 		$2.51M Buy
+16,800
New +$2.31M 1.13% 24

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arosa Capital Management's WCN Position: Q2 2025 in Review

Arosa Capital Management sold out of Waste Connections (WCN) in Q2 2025, closing a stake of 8,000 shares — an estimated $1.56M sold.

Arosa Capital Management first reported a position in WCN in Q4 2023 and held it in 4 quarters. The position peaked at $3.08M in Q1 2024. 767 funds tracked by Wall St. Rank hold WCN as of Q2 2025.

  • Arosa Capital Management reported no remaining Waste Connections position as of Q2 2025 after selling out during the quarter.
  • Arosa Capital Management sold 8,000 Waste Connections shares in Q2 2025, an estimated $1.56M.
  • Arosa Capital Management first reported a position in Waste Connections in Q4 2023 and held it in 4 quarters.
  • Arosa Capital Management's Waste Connections position peaked at $3.08M in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Waste Connections as of Q2 2025.

Based on Arosa Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.