David Shaw’s Waste Connections WCN Stock Holding History

David Shaw’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
2024 Q1	–	Sell	-26,000	Closed	-$3.88M	–	4787
2023 Q4	$3.88M	Sell	26,000 -7,000	-21%	-$961K	﹤0.01%	2112
2023 Q3	$4.43M	Sell	33,000 -50,000	-60%	-$6.99M	﹤0.01%	1910
2023 Q2	$11.9M	Buy	83,000 +28,000	+51%	+$3.91M	0.01%	1209
2023 Q1	$7.65M	Hold	55,000	–	–	0.01%	1589
2022 Q4	$7.29M	Hold	55,000	–	–	0.01%	1734
2022 Q3	$7.42M	Buy	+55,000	New	+$7.5M	0.01%	1654

Other funds holding WCN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

David Shaw's WCN Position: Q2 2026 in Review

David Shaw reduced its Waste Connections (WCN) stake by 31% in Q2 2026, selling an estimated $37.7M and leaving 530,332 shares worth $88.4M. The position accounts for 0.04% of the portfolio, ranked #496.

David Shaw first reported a position in WCN in Q2 2013 and has held it in 53 quarters since. The position peaked at $125M in Q1 2026. 833 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

David Shaw held 530,332 shares of Waste Connections worth $88.4M as of Q2 2026.
David Shaw sold 238,095 Waste Connections shares in Q2 2026, an estimated $37.7M.
Waste Connections made up 0.04% of David Shaw's portfolio in Q2 2026, its #496 holding.
David Shaw first reported a position in Waste Connections in Q2 2013 and has held it in 53 quarters since.
David Shaw's Waste Connections position peaked at $125M in Q1 2026.
833 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.