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Bornite Capital Management’s GFL Environmental GFL Stock Holding History

Bornite Capital Management’s Portfolio GFL Stock Details GFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,342,400
Closed -$57.7M – 23
2025
Q4 		$57.7M Buy
1,342,400
+600,000
+81% +$26.8M 5.63% 10
2025
Q3 		$35.2M Buy
742,400
+21,900
+3% +$1.06M 3.27% 12
2025
Q2 		$36.4M Buy
720,500
+180,800
+34% +$8.88M 3.64% 9
2025
Q1 		$26.1M Buy
+539,700
New +$24.5M 6.71% 5

Other funds holding GFL

BP
BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bornite Capital Management's GFL Position: Q1 2026 in Review

Bornite Capital Management sold out of GFL Environmental (GFL) in Q1 2026, closing a stake of 1,342,400 shares — an estimated $57.7M sold.

Bornite Capital Management first reported a position in GFL in Q1 2025 and held it in 4 quarters. The position peaked at $57.7M in Q4 2025. 327 funds tracked by Wall St. Rank hold GFL as of Q1 2026.

  • Bornite Capital Management reported no remaining GFL Environmental position as of Q1 2026 after selling out during the quarter.
  • Bornite Capital Management sold 1,342,400 GFL Environmental shares in Q1 2026, an estimated $57.7M.
  • Bornite Capital Management first reported a position in GFL Environmental in Q1 2025 and held it in 4 quarters.
  • Bornite Capital Management's GFL Environmental position peaked at $57.7M in Q4 2025.
  • 327 funds tracked by Wall St. Rank held GFL Environmental as of Q1 2026.

Based on Bornite Capital Management's 13F filing for Q1 2026, filed 15 May 2026.