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John Overdeck’s GFL Environmental GFL Stock Holding History

John Overdeck’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 		$27.6M Sell
750,830
-26,612
-3% -$1.01M 0.02% 854
2026
Q1 		$32.4M Buy
777,442
+422,837
+119% +$18.1M 0.03% 686
2025
Q4 		$15.2M Sell
354,605
-236,648
-40% -$10.6M 0.02% 864
2025
Q3 		$28M Sell
591,253
-20,133
-3% -$975K 0.04% 505
2025
Q2 		$30.9M Buy
611,386
+387,964
+174% +$19M 0.05% 407
2025
Q1 		$10.8M Buy
+223,422
New +$10.1M 0.02% 739
2024
Q4 		– Sell
-164,238
Closed -$6.55M – 3305
2024
Q3 		$6.55M Sell
164,238
-46,767
-22% -$1.87M 0.01% 950
2024
Q2 		$8.21M Buy
211,005
+106,200
+101% +$3.64M 0.02% 790
2024
Q1 		$3.62M Buy
104,805
+83,700
+397% +$2.89M 0.01% 1142
2023
Q4 		$728K Sell
21,105
-26,900
-56% -$819K ﹤0.01% 2254
2023
Q3 		$1.52M Sell
48,005
-95,500
-67% -$3.28M ﹤0.01% 1644
2023
Q2 		$5.57M Buy
143,505
+109,000
+316% +$3.96M 0.01% 878
2023
Q1 		$1.19M Buy
+34,505
New +$1.09M ﹤0.01% 1773
2022
Q4 		– Sell
-56,705
Closed -$1.54M – 2904
2022
Q3 		$1.43M Buy
+56,705
New +$1.57M ﹤0.01% 1305
2022
Q2 		– Sell
-136,400
Closed -$4.05M – 2667
2022
Q1 		$4.44M Sell
136,400
-613,334
-82% -$19.2M 0.01% 974
2021
Q4 		$28.4M Sell
749,734
-268,650
-26% -$10.5M 0.06% 362
2021
Q3 		$37.8M Buy
1,018,384
+230,140
+29% +$7.95M 0.08% 265
2021
Q2 		$25.2M Buy
788,244
+489,639
+164% +$16M 0.06% 415
2021
Q1 		$10.4M Sell
298,605
-200,400
-40% -$6.2M 0.03% 693
2020
Q4 		$14.6M Buy
499,005
+428,100
+604% +$10.5M 0.04% 462
2020
Q3 		$1.51M Buy
+70,905
New +$1.43M 0.01% 1479

Other funds holding GFL

BP
BC Partners New York $4.43B AUM 49.12% 1-Year Est. Return
Fidelity Investments
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

John Overdeck's GFL Position: Q2 2026 in Review

John Overdeck reduced its GFL Environmental (GFL) stake by 3.4% in Q2 2026, selling an estimated $1.01M and leaving 750,830 shares worth $27.6M. The position accounts for 0.02% of the portfolio, ranked #854.

John Overdeck first reported a position in GFL in Q3 2020 and has held it in 21 quarters since. The position peaked at $37.8M in Q3 2021. 323 funds tracked by Wall St. Rank hold GFL as of Q2 2026.

  • John Overdeck held 750,830 shares of GFL Environmental worth $27.6M as of Q2 2026.
  • John Overdeck sold 26,612 GFL Environmental shares in Q2 2026, an estimated $1.01M.
  • GFL Environmental made up 0.02% of John Overdeck's portfolio in Q2 2026, its #854 holding.
  • John Overdeck first reported a position in GFL Environmental in Q3 2020 and has held it in 21 quarters since.
  • John Overdeck's GFL Environmental position peaked at $37.8M in Q3 2021.
  • 323 funds tracked by Wall St. Rank held GFL Environmental as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.