London Company of Virginia’s Casella Waste Systems CWST Stock Holding History

London Company of Virginia’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
2026 Q1	$42.3M	Sell	532,707 -14,337	-3%	-$1.37M	0.26%	73
2025 Q4	$53.6M	Sell	547,044 -78,384	-13%	-$7.28M	0.31%	70
2025 Q3	$59.3M	Sell	625,428 -24,071	-4%	-$2.42M	0.33%	70
2025 Q2	$74.9M	Sell	649,499 -2,644	-0.4%	-$306K	0.42%	64
2025 Q1	$72.7M	Buy	652,143 +42	+0%	+$4.6K	0.41%	68
2024 Q4	$69M	Sell	652,101 -5,400	-0.8%	-$570K	0.38%	68
2024 Q3	$65.4M	Buy	657,501 +36,357	+6%	+$3.76M	0.34%	73
2024 Q2	$61.6M	Buy	621,144 +3,405	+0.6%	+$328K	0.35%	73
2024 Q1	$61.1M	Buy	617,739 +44,068	+8%	+$3.95M	0.32%	72
2023 Q4	$49M	Buy	573,671 +5,924	+1%	+$476K	0.28%	76
2023 Q3	$43.3M	Buy	567,747 +350,046	+161%	+$28.7M	0.26%	79
2023 Q2	$19.7M	Buy	+217,701	New	+$19.4M	0.11%	95

Other funds holding CWST

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

London Company of Virginia's CWST Position: Q1 2026 in Review

London Company of Virginia reduced its Casella Waste Systems (CWST) stake by 2.6% in Q1 2026, selling an estimated $1.37M and leaving 532,707 shares worth $42.3M. The position accounts for 0.26% of the portfolio, ranked #73.

London Company of Virginia first reported a position in CWST in Q2 2023 and has held it in 12 quarters since. The position peaked at $74.9M in Q2 2025. 406 funds tracked by Wall St. Rank hold CWST as of Q1 2026.

London Company of Virginia held 532,707 shares of Casella Waste Systems worth $42.3M as of Q1 2026.
London Company of Virginia sold 14,337 Casella Waste Systems shares in Q1 2026, an estimated $1.37M.
Casella Waste Systems made up 0.26% of London Company of Virginia's portfolio in Q1 2026, its #73 holding.
London Company of Virginia first reported a position in Casella Waste Systems in Q2 2023 and has held it in 12 quarters since.
London Company of Virginia's Casella Waste Systems position peaked at $74.9M in Q2 2025.
406 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.