Holocene Advisors’s Waste Connections WCN Stock Holding History

Holocene Advisors’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	$69.8M	Buy	+429,871	New	+$71.7M	0.17%	145
2025 Q4	–	Sell	-26,450	Closed	-$4.65M	–	899
2025 Q3	$4.65M	Buy	+26,450	New	+$4.81M	0.01%	388
2024 Q4	–	Sell	-48,076	Closed	-$8.6M	–	900
2024 Q3	$8.6M	Buy	+48,076	New	+$8.7M	0.03%	263
2022 Q2	–	Sell	-372,364	Closed	-$52M	–	1023
2022 Q1	$52M	Sell	372,364 -20,210	-5%	-$2.59M	0.27%	125
2021 Q4	$53.5M	Buy	+392,574	New	+$52.2M	0.28%	116
2020 Q4	–	Sell	-172,413	Closed	-$17.9M	–	862
2020 Q3	$17.9M	Buy	172,413 +168,698	+4,541%	+$16.9M	0.14%	184
2020 Q2	$348K	Sell	3,715 -10,159	-73%	-$905K	﹤0.01%	554
2020 Q1	$1.07M	Buy	+13,874	New	+$1.3M	0.01%	412

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

Holocene Advisors's WCN Position: Q1 2026 in Review

Holocene Advisors opened a new position in Waste Connections (WCN) in Q1 2026: 429,871 shares worth $69.8M. The stake represents 0.17% of the portfolio and ranks #145 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in WCN as recently as Q3 2025.

Holocene Advisors first reported a position in WCN in Q1 2020 and has held it in 8 quarters since. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

Holocene Advisors held 429,871 shares of Waste Connections worth $69.8M as of Q1 2026.
Waste Connections was a new Holocene Advisors position in Q1 2026.
Waste Connections made up 0.17% of Holocene Advisors's portfolio in Q1 2026, its #145 holding.
Holocene Advisors first reported a position in Waste Connections in Q1 2020 and has held it in 8 quarters since.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.