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Picton Mahoney Asset Management’s Casella Waste Systems CWST Stock Holding History

Picton Mahoney Asset 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
2026
Q2 		$24.6M Buy
253,511
+151,385
+148% +$12.9M 0.18% 101
2026
Q1 		$8.1M Buy
+102,126
New +$9.79M 0.06% 275
2014
Q2 		– Sell
-75,000
Closed -$383K – 318
2014
Q1 		$383K Sell
75,000
-25,000
-25% -$134K 0.02% 244
2013
Q4 		$580K Buy
+100,000
New +$581K 0.03% 238

Other funds holding CWST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Picton Mahoney Asset Management's CWST Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Casella Waste Systems (CWST) stake by 148% in Q2 2026, buying an estimated $12.9M and bringing the position to 253,511 shares worth $24.6M. The position accounts for 0.18% of the portfolio, ranked #101.

Picton Mahoney Asset Management first reported a position in CWST in Q4 2013 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold CWST as of Q2 2026.

  • Picton Mahoney Asset Management held 253,511 shares of Casella Waste Systems worth $24.6M as of Q2 2026.
  • Picton Mahoney Asset Management bought 151,385 Casella Waste Systems shares in Q2 2026, an estimated $12.9M.
  • Casella Waste Systems made up 0.18% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #101 holding.
  • Picton Mahoney Asset Management first reported a position in Casella Waste Systems in Q4 2013 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held Casella Waste Systems as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.