SCM
WCN

Sirios Capital Management’s Waste Connections WCN Stock Holding History

Sirios Capital 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
Q2 		$13.5M Sell
80,938
-1,408
-2% -$223K 1.64% 21
2026
Q1 		$13.4M Buy
82,346
+6,831
+9% +$1.14M 1.62% 21
2025
Q4 		$13.2M Sell
75,515
-1,198
-2% -$207K 1.65% 21
2025
Q3 		$13.5M Buy
76,713
+58,408
+319% +$10.6M 1.76% 20
2025
Q2 		$3.42M Sell
18,305
-214
-1% -$41.2K 0.5% 34
2025
Q1 		$3.61M Sell
18,519
-21,126
-53% -$3.91M 0.65% 30
2024
Q4 		$6.8M Sell
39,645
-1,177
-3% -$214K 1.22% 28
2024
Q3 		$7.3M Sell
40,822
-1,659
-4% -$300K 1.29% 32
2024
Q2 		$7.45M Sell
42,481
-586
-1% -$97.9K 1.3% 32
2024
Q1 		$7.41M Buy
43,067
+8,583
+25% +$1.38M 1.4% 31
2023
Q4 		$5.15M Sell
34,484
-23,653
-41% -$3.25M 1.05% 32
2023
Q3 		$7.81M Sell
58,137
-3,929
-6% -$550K 1.48% 30
2023
Q2 		$8.87M Sell
62,066
-1,466
-2% -$205K 1.53% 27
2023
Q1 		$8.84M Buy
63,532
+34,343
+118% +$4.57M 1.56% 26
2022
Q4 		$3.87M Sell
29,189
-11,116
-28% -$1.51M 0.71% 30
2022
Q3 		$5.45M Sell
40,305
-27,617
-41% -$3.77M 1.01% 31
2022
Q2 		$8.42M Sell
67,922
-3,547
-5% -$460K 1.52% 25
2022
Q1 		$9.98M Buy
71,469
+7,914
+12% +$1.01M 1.33% 26
2021
Q4 		$8.66M Sell
63,555
-5,212
-8% -$693K 0.99% 28
2021
Q3 		$8.66M Sell
68,767
-10,025
-13% -$1.27M 0.91% 36
2021
Q2 		$9.41M Sell
78,792
-6,647
-8% -$791K 0.82% 44
2021
Q1 		$9.23M Sell
85,439
-10,515
-11% -$1.07M 0.78% 42
2020
Q4 		$9.84M Sell
95,954
-9,108
-9% -$941K 0.77% 44
2020
Q3 		$10.9M Buy
105,062
+20,762
+25% +$2.08M 0.89% 42
2020
Q2 		$7.91M Buy
+84,300
New +$7.51M 0.64% 47

Other funds holding WCN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sirios Capital Management's WCN Position: Q2 2026 in Review

Sirios Capital Management reduced its Waste Connections (WCN) stake by 1.7% in Q2 2026, selling an estimated $223K and leaving 80,938 shares worth $13.5M. The position accounts for 1.64% of the portfolio, ranked #21.

Sirios Capital Management first reported a position in WCN in Q2 2020 and has held it in 25 quarters since. 836 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

  • Sirios Capital Management held 80,938 shares of Waste Connections worth $13.5M as of Q2 2026.
  • Sirios Capital Management sold 1,408 Waste Connections shares in Q2 2026, an estimated $223K.
  • Waste Connections made up 1.64% of Sirios Capital Management's portfolio in Q2 2026, its #21 holding.
  • Sirios Capital Management first reported a position in Waste Connections in Q2 2020 and has held it in 25 quarters since.
  • 836 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

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