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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Skye Global Management's WCN Position: Q1 2026 in Review

Skye Global Management increased its Waste Connections (WCN) stake by 4.5% in Q1 2026, buying an estimated $6.67M and bringing the position to 932,000 shares worth $151M. The position accounts for 3.03% of the portfolio, ranked #9.

Skye Global Management first reported a position in WCN in Q2 2019 and has held it in 24 quarters since. The position peaked at $156M in Q4 2025. 794 funds tracked by Wall St. Rank hold WCN as of Q1 2026.

Skye Global Management held 932,000 shares of Waste Connections worth $151M as of Q1 2026.
Skye Global Management bought 40,000 Waste Connections shares in Q1 2026, an estimated $6.67M.
Waste Connections made up 3.03% of Skye Global Management's portfolio in Q1 2026, its #9 holding.
Skye Global Management first reported a position in Waste Connections in Q2 2019 and has held it in 24 quarters since.
Skye Global Management's Waste Connections position peaked at $156M in Q4 2025.
794 funds tracked by Wall St. Rank held Waste Connections as of Q1 2026.

Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.