LOM
WCN

LTS One Management’s Waste Connections WCN Stock Holding History

LTS One Management’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
Q2 		– Sell
-97,700
Closed -$15.9M – 23
2026
Q1 		$15.9M Sell
97,700
-2,050
-2% -$342K 6.65% 4
2025
Q4 		$17.5M Buy
+99,750
New +$17.2M 6.75% 6

Other funds holding WCN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LTS One Management's WCN Position: Q2 2026 in Review

LTS One Management sold out of Waste Connections (WCN) in Q2 2026, closing a stake of 97,700 shares — an estimated $15.9M sold.

LTS One Management first reported a position in WCN in Q4 2025 and held it in 2 quarters. The position peaked at $17.5M in Q4 2025. 839 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

  • LTS One Management reported no remaining Waste Connections position as of Q2 2026 after selling out during the quarter.
  • LTS One Management sold 97,700 Waste Connections shares in Q2 2026, an estimated $15.9M.
  • LTS One Management first reported a position in Waste Connections in Q4 2025 and held it in 2 quarters.
  • LTS One Management's Waste Connections position peaked at $17.5M in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on LTS One Management's 13F filing for Q2 2026, filed 14 Aug 2026.