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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LTS One Management's WCN Position: Q1 2026 in Review

LTS One Management reduced its Waste Connections (WCN) stake by 2.1% in Q1 2026, selling an estimated $342K and leaving 97,700 shares worth $15.9M. The position accounts for 6.65% of the portfolio, ranked #4.

LTS One Management first reported a position in WCN in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.5M in Q4 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

  • LTS One Management held 97,700 shares of Waste Connections worth $15.9M as of Q1 2026.
  • LTS One Management sold 2,050 Waste Connections shares in Q1 2026, an estimated $342K.
  • Waste Connections made up 6.65% of LTS One Management's portfolio in Q1 2026, its #4 holding.
  • LTS One Management first reported a position in Waste Connections in Q4 2025 and has held it in 2 quarters since.
  • LTS One Management's Waste Connections position peaked at $17.5M in Q4 2025.
  • 794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on LTS One Management's 13F filing for Q1 2026, filed 14 May 2026.