Harvey Partners’s Waste Connections WCN Stock Holding History

Harvey Partners’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
2026 Q1	$42M	Buy	258,500 +34,341	+15%	+$5.72M	3.34%	8
2025 Q4	$39.3M	Buy	224,159 +159	+0.1%	+$27.5K	3.48%	8
2025 Q3	$39.4M	Sell	224,000 -63,500	-22%	-$11.6M	3.5%	8
2025 Q2	$53.7M	Buy	287,500 +1,500	+0.5%	+$289K	5.26%	2
2025 Q1	$55.8M	Buy	286,000 +12,000	+4%	+$2.22M	6.51%	1
2024 Q4	$47M	Buy	274,000 +21,500	+9%	+$3.91M	5.22%	2
2024 Q3	$45.2M	Buy	252,500 +37,500	+17%	+$6.79M	5.14%	2
2024 Q2	$37.7M	Sell	215,000 -13,000	-6%	-$2.17M	4.53%	2
2024 Q1	$39.2M	Sell	228,000 -16,000	-7%	-$2.57M	4.15%	6
2023 Q4	$36.4M	Buy	244,000 +26,500	+12%	+$3.64M	4.14%	7
2023 Q3	$29.2M	Buy	217,500 +9,000	+4%	+$1.26M	3.7%	8
2023 Q2	$29.8M	Hold	208,500	–	–	3.64%	8
2023 Q1	$29M	Buy	208,500 +51,000	+32%	+$6.79M	3.59%	7
2022 Q4	$20.9M	Buy	+157,500	New	+$21.4M	2.65%	17

Other funds holding WCN

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harvey Partners's WCN Position: Q1 2026 in Review

Harvey Partners increased its Waste Connections (WCN) stake by 15% in Q1 2026, buying an estimated $5.72M and bringing the position to 258,500 shares worth $42M. The position accounts for 3.34% of the portfolio, ranked #8.

Harvey Partners first reported a position in WCN in Q4 2022 and has held it in 14 quarters since. The position peaked at $55.8M in Q1 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

Harvey Partners held 258,500 shares of Waste Connections worth $42M as of Q1 2026.
Harvey Partners bought 34,341 Waste Connections shares in Q1 2026, an estimated $5.72M.
Waste Connections made up 3.34% of Harvey Partners's portfolio in Q1 2026, its #8 holding.
Harvey Partners first reported a position in Waste Connections in Q4 2022 and has held it in 14 quarters since.
Harvey Partners's Waste Connections position peaked at $55.8M in Q1 2025.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Harvey Partners's 13F filing for Q1 2026, filed 15 May 2026.