SGM
WCN

Skye Global Management’s Waste Connections WCN Stock Holding History

Skye Global 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 		$191M Buy
1,148,000
+216,000
+23% +$34.2M 3.72% 6
2026
Q1 		$151M Buy
932,000
+40,000
+4% +$6.67M 3.03% 9
2025
Q4 		$156M Buy
892,000
+209,500
+31% +$36.2M 2.89% 11
2025
Q3 		$120M Buy
682,500
+90,500
+15% +$16.5M 2.4% 10
2025
Q2 		$111M Hold
592,000
– – 1.92% 13
2025
Q1 		$116M Sell
592,000
-56,000
-9% -$10.4M 3.07% 9
2024
Q4 		$111M Buy
648,000
+44,000
+7% +$8M 2.32% 7
2024
Q3 		$108M Sell
604,000
-36,000
-6% -$6.51M 2.61% 7
2024
Q2 		$112M Buy
640,000
+376,000
+142% +$62.8M 2.54% 11
2024
Q1 		$45.4M Buy
264,000
+61,500
+30% +$9.88M 1.08% 12
2023
Q4 		$30.2M Buy
202,500
+152,100
+302% +$20.9M 0.87% 14
2023
Q3 		$6.77M Buy
50,400
+13,600
+37% +$1.9M 0.2% 19
2023
Q2 		$5.26M Buy
36,800
+22,300
+154% +$3.11M 0.15% 20
2023
Q1 		$2.02M Buy
+14,500
New +$1.93M 0.07% 24
2022
Q4 		– Sell
-21,500
Closed -$2.9M – 23
2022
Q3 		$2.9M Buy
+21,500
New +$2.93M 0.07% 18
2022
Q1 		– Sell
-368,500
Closed -$50.2M – 50
2021
Q4 		$50.2M Sell
368,500
-3,500
-0.9% -$465K 0.84% 13
2021
Q3 		$46.8M Sell
372,000
-13,000
-3% -$1.64M 0.79% 15
2021
Q2 		$46M Sell
385,000
-163,000
-30% -$19.4M 0.83% 15
2021
Q1 		$59.2M Buy
548,000
+168,000
+44% +$17.1M 1.14% 14
2020
Q4 		$39M Buy
380,000
+36,000
+10% +$3.72M 0.91% 21
2020
Q3 		$35.7M Buy
344,000
+116,000
+51% +$11.6M 0.92% 19
2020
Q2 		$21.4M Buy
228,000
+92,000
+68% +$8.2M 0.83% 15
2020
Q1 		$10.5M Buy
136,000
+78,500
+137% +$7.38M 0.83% 17
2019
Q4 		$5.22M Buy
+57,500
New +$5.22M 0.5% 22
2019
Q3 		– Sell
-16,000
Closed -$1.53M – 45
2019
Q2 		$1.53M Buy
+16,000
New +$1.47M 0.16% 26

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

Skye Global Management's WCN Position: Q2 2026 in Review

Skye Global Management increased its Waste Connections (WCN) stake by 23% in Q2 2026, buying an estimated $34.2M and bringing the position to 1,148,000 shares worth $191M. The position accounts for 3.72% of the portfolio, ranked #6.

Skye Global Management first reported a position in WCN in Q2 2019 and has held it in 25 quarters since. 838 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

  • Skye Global Management held 1,148,000 shares of Waste Connections worth $191M as of Q2 2026.
  • Skye Global Management bought 216,000 Waste Connections shares in Q2 2026, an estimated $34.2M.
  • Waste Connections made up 3.72% of Skye Global Management's portfolio in Q2 2026, its #6 holding.
  • Skye Global Management first reported a position in Waste Connections in Q2 2019 and has held it in 25 quarters since.
  • 838 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

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