Brasada Capital Management’s GFL Environmental GFL Stock Holding History

Brasada 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 Q2	$2.2M	Sell	59,905 -4,961	-8%	-$188K	0.39%	68
2026 Q1	$2.91M	Sell	64,866 -1,883	-3%	-$80.6K	0.53%	61
2025 Q4	$2.86M	Sell	66,749 -11,726	-15%	-$524K	0.48%	64
2025 Q3	$3.67M	Sell	78,475 -1,212	-2%	-$58.7K	0.62%	58
2025 Q2	$3.86M	Sell	79,687 -15,126	-16%	-$743K	0.66%	55
2025 Q1	$4.11M	Sell	94,813 -2,289	-2%	-$104K	0.82%	38
2024 Q4	$4.29M	Sell	97,102 -12,647	-12%	-$550K	0.75%	41
2024 Q3	$4.34M	Sell	109,749 -8,582	-7%	-$343K	0.76%	46
2024 Q2	$4.49M	Sell	118,331 -24	-0%	-$822	0.78%	41
2024 Q1	$4.08M	Buy	118,355 +30,040	+34%	+$1.04M	0.72%	39
2023 Q4	$3.05M	Buy	88,315 +68,315	+342%	+$2.08M	0.59%	45
2023 Q3	$635K	Buy	+20,000	New	+$687K	0.15%	95

Other funds holding GFL

BC Partners New York $4.43B AUM 49.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Brasada Capital Management's GFL Position: Q2 2026 in Review

Brasada Capital Management reduced its GFL Environmental (GFL) stake by 7.6% in Q2 2026, selling an estimated $188K and leaving 59,905 shares worth $2.2M. The position accounts for 0.39% of the portfolio, ranked #68.

Brasada Capital Management first reported a position in GFL in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.49M in Q2 2024. 325 funds tracked by Wall St. Rank hold GFL as of Q2 2026.

Brasada Capital Management held 59,905 shares of GFL Environmental worth $2.2M as of Q2 2026.
Brasada Capital Management sold 4,961 GFL Environmental shares in Q2 2026, an estimated $188K.
GFL Environmental made up 0.39% of Brasada Capital Management's portfolio in Q2 2026, its #68 holding.
Brasada Capital Management first reported a position in GFL Environmental in Q3 2023 and has held it in 12 quarters since.
Brasada Capital Management's GFL Environmental position peaked at $4.49M in Q2 2024.
325 funds tracked by Wall St. Rank held GFL Environmental as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.