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
2025
Q4 		– Sell
-600,000
Closed -$105M – 1365
2025
Q3 		$105M Buy
+600,000
New +$109M 0.95% 21

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 $6.73T AUM 46.02% 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.