PMAM
WCN

Picton Mahoney Asset Management’s Waste Connections WCN Stock Holding History

Picton Mahoney Asset 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 		$71.4M Sell
439,114
-202,129
-32% -$33.7M 0.53% 36
2025
Q4 		$113M Buy
641,243
+100,917
+19% +$17.4M 0.87% 21
2025
Q3 		$95M Sell
540,326
-217,174
-29% -$39.5M 0.86% 23
2025
Q2 		$141M Buy
+757,500
New +$146M 1.45% 9
2020
Q2 		– Sell
-35,350
Closed -$2.74M – 359
2020
Q1 		$2.74M Sell
35,350
-28,300
-44% -$2.66M 0.15% 140
2019
Q4 		$5.78M Sell
63,650
-11,000
-15% -$999K 0.39% 80
2019
Q3 		$6.87M Sell
74,650
-3,300
-4% -$305K 0.48% 72
2019
Q2 		$7.45M Sell
77,950
-6,000
-7% -$553K 0.51% 66
2019
Q1 		$7.44M Sell
83,950
-1,200
-1% -$98.9K 0.56% 63
2018
Q4 		$6.32M Sell
85,150
-9,400
-10% -$716K 0.57% 62
2018
Q3 		$7.54M Sell
94,550
-2,600
-3% -$204K 0.53% 60
2018
Q2 		$7.31M Sell
97,150
-150
-0.2% -$11.2K 0.53% 70
2018
Q1 		$6.98M Sell
97,300
-700
-0.7% -$49.8K 0.5% 69
2017
Q4 		$6.95M Sell
98,000
-2,800
-3% -$196K 0.5% 73
2017
Q3 		$7.05M Sell
100,800
-2,000
-2% -$132K 0.53% 71
2017
Q2 		$6.62M Buy
102,800
+4,250
+4% +$264K 0.47% 86
2017
Q1 		$5.8M Buy
+98,550
New +$5.49M 0.39% 83
2015
Q1 		– Sell
-78,750
Closed -$2.31M – 365
2014
Q4 		$2.31M Buy
78,750
+28,800
+58% +$906K 0.11% 126
2014
Q3 		$1.62K Buy
+49,950
New +$1.62M 0.09% 138

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

Picton Mahoney Asset Management's WCN Position: Q1 2026 in Review

Picton Mahoney Asset Management reduced its Waste Connections (WCN) stake by 32% in Q1 2026, selling an estimated $33.7M and leaving 439,114 shares worth $71.4M. The position accounts for 0.53% of the portfolio, ranked #36.

Picton Mahoney Asset Management first reported a position in WCN in Q3 2014 and has held it in 19 quarters since. The position peaked at $141M in Q2 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

  • Picton Mahoney Asset Management held 439,114 shares of Waste Connections worth $71.4M as of Q1 2026.
  • Picton Mahoney Asset Management sold 202,129 Waste Connections shares in Q1 2026, an estimated $33.7M.
  • Waste Connections made up 0.53% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #36 holding.
  • Picton Mahoney Asset Management first reported a position in Waste Connections in Q3 2014 and has held it in 19 quarters since.
  • Picton Mahoney Asset Management's Waste Connections position peaked at $141M in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.