Lee Ainslie’s GFL Environmental GFL Stock Holding History

Lee Ainslie’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	$375M	Buy	10,202,931 +6,353,275	+165%	+$240M	3.31%	9
2026 Q1	$161M	Sell	3,849,656 -1,173,761	-23%	-$50.2M	1.85%	24
2025 Q4	$216M	Buy	5,023,417 +3,436,419	+217%	+$154M	2.32%	16
2025 Q3	$75.2M	Sell	1,586,998 -1,213,458	-43%	-$58.8M	1.01%	31
2025 Q2	$141M	Sell	2,800,456 -1,501,510	-35%	-$73.7M	2.12%	16
2025 Q1	$208M	Buy	4,301,966 +523,360	+14%	+$23.7M	3.67%	6
2024 Q4	$168M	Buy	3,778,606 +120,416	+3%	+$5.24M	3.03%	8
2024 Q3	$146M	Buy	3,658,190 +372,534	+11%	+$14.9M	2.84%	10
2024 Q2	$128M	Buy	3,285,656 +595,259	+22%	+$20.4M	2.43%	10
2024 Q1	$92.8M	Buy	+2,690,397	New	+$92.9M	1.74%	16

Other funds holding GFL

BC Partners New York $4.43B AUM 49.12% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Lee Ainslie's GFL Position: Q2 2026 in Review

Lee Ainslie increased its GFL Environmental (GFL) stake by 165% in Q2 2026, buying an estimated $240M and bringing the position to 10,202,931 shares worth $375M. The position accounts for 3.31% of the portfolio, ranked #9.

Lee Ainslie first reported a position in GFL in Q1 2024 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold GFL as of Q2 2026.

Lee Ainslie held 10,202,931 shares of GFL Environmental worth $375M as of Q2 2026.
Lee Ainslie bought 6,353,275 GFL Environmental shares in Q2 2026, an estimated $240M.
GFL Environmental made up 3.31% of Lee Ainslie's portfolio in Q2 2026, its #9 holding.
Lee Ainslie first reported a position in GFL Environmental in Q1 2024 and has held it in 10 quarters since.
323 funds tracked by Wall St. Rank held GFL Environmental as of Q2 2026.

Based on Maverick Capital's 13F filing for Q2 2026, filed 14 Aug 2026.