Primecap Management’s GFL Environmental GFL Stock Holding History

Primecap Management’s Portfolio GFL Stock Details GFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.5M	Buy	911,000 +243,200	+36%	+$9.19M	0.02%	222
2026 Q1	$27.9M	Hold	667,800	–	–	0.02%	222
2025 Q4	$28.7M	Hold	667,800	–	–	0.02%	219
2025 Q3	$31.6M	Hold	667,800	–	–	0.02%	220
2025 Q2	$33.7M	Sell	667,800 -383,400	-36%	-$18.8M	0.03%	216
2025 Q1	$50.8M	Hold	1,051,200	–	–	0.04%	182
2024 Q4	$46.8M	Sell	1,051,200 -3,000	-0.3%	-$131K	0.04%	192
2024 Q3	$42M	Hold	1,054,200	–	–	0.03%	199
2024 Q2	$41M	Hold	1,054,200	–	–	0.03%	198
2024 Q1	$36.4M	Buy	1,054,200 +56,300	+6%	+$1.94M	0.03%	206
2023 Q4	$34.4M	Buy	997,900 +13,200	+1%	+$402K	0.03%	206
2023 Q3	$31.3M	Buy	984,700 +24,700	+3%	+$848K	0.03%	202
2023 Q2	$37.2M	Buy	960,000 +22,500	+2%	+$818K	0.03%	196
2023 Q1	$32.3M	Buy	937,500 +206,300	+28%	+$6.51M	0.03%	199
2022 Q4	$21.4M	Buy	+731,200	New	+$19.8M	0.02%	215

Other funds holding GFL

BC Partners New York $4.43B AUM 49.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Primecap Management's GFL Position: Q2 2026 in Review

Primecap Management increased its GFL Environmental (GFL) stake by 36% in Q2 2026, buying an estimated $9.19M and bringing the position to 911,000 shares worth $33.5M. The position accounts for 0.02% of the portfolio, ranked #222.

Primecap Management first reported a position in GFL in Q4 2022 and has held it in 15 quarters since. The position peaked at $50.8M in Q1 2025. 323 funds tracked by Wall St. Rank hold GFL as of Q2 2026.

Primecap Management held 911,000 shares of GFL Environmental worth $33.5M as of Q2 2026.
Primecap Management bought 243,200 GFL Environmental shares in Q2 2026, an estimated $9.19M.
GFL Environmental made up 0.02% of Primecap Management's portfolio in Q2 2026, its #222 holding.
Primecap Management first reported a position in GFL Environmental in Q4 2022 and has held it in 15 quarters since.
Primecap Management's GFL Environmental position peaked at $50.8M in Q1 2025.
323 funds tracked by Wall St. Rank held GFL Environmental as of Q2 2026.

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