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Kodai Capital Management’s Casella Waste Systems CWST Stock Holding History

Kodai Capital Management’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.76M Sell
24,758
-29,344
-54% -$3.21M 0.11% 121
2024
Q4 		$5.72M Sell
54,102
-71,898
-57% -$7.59M 0.23% 86
2024
Q3 		$12.5M Buy
+126,000
New +$13M 0.26% 104

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Kodai Capital Management's CWST Position: Q1 2025 in Review

Kodai Capital Management reduced its Casella Waste Systems (CWST) stake by 54% in Q1 2025, selling an estimated $3.21M and leaving 24,758 shares worth $2.76M. The position accounts for 0.11% of the portfolio, ranked #121.

Kodai Capital Management first reported a position in CWST in Q3 2024 and has held it in 3 quarters since. The position peaked at $12.5M in Q3 2024. 372 funds tracked by Wall St. Rank hold CWST as of Q1 2025.

  • Kodai Capital Management held 24,758 shares of Casella Waste Systems worth $2.76M as of Q1 2025.
  • Kodai Capital Management sold 29,344 Casella Waste Systems shares in Q1 2025, an estimated $3.21M.
  • Casella Waste Systems made up 0.11% of Kodai Capital Management's portfolio in Q1 2025, its #121 holding.
  • Kodai Capital Management first reported a position in Casella Waste Systems in Q3 2024 and has held it in 3 quarters since.
  • Kodai Capital Management's Casella Waste Systems position peaked at $12.5M in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.