SP
WCN

Stockbridge Partners’s Waste Connections WCN Stock Holding History

Stockbridge Partners’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 		$194M Sell
1,161,217
-1,289,952
-53% -$204M 4.07% 9
2026
Q1 		$398M Buy
2,451,169
+83,856
+4% +$14M 9.62% 4
2025
Q4 		$415M Buy
2,367,313
+132,786
+6% +$22.9M 9.14% 4
2025
Q3 		$393M Buy
2,234,527
+96,753
+5% +$17.6M 7.6% 6
2025
Q2 		$399M Buy
2,137,774
+14,465
+0.7% +$2.79M 7.8% 7
2025
Q1 		$414M Buy
2,123,309
+154,845
+8% +$28.7M 9.17% 4
2024
Q4 		$338M Buy
1,968,464
+127,454
+7% +$23.2M 7.17% 8
2024
Q3 		$329M Sell
1,841,010
-185,359
-9% -$33.5M 6.61% 9
2024
Q2 		$355M Sell
2,026,369
-307,631
-13% -$51.4M 7.35% 7
2024
Q1 		$401M Buy
2,334,000
+1,340,253
+135% +$215M 8.27% 7
2023
Q4 		$148M Buy
+993,747
New +$136M 3.17% 12

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

Stockbridge Partners's WCN Position: Q2 2026 in Review

Stockbridge Partners reduced its Waste Connections (WCN) stake by 53% in Q2 2026, selling an estimated $204M and leaving 1,161,217 shares worth $194M. The position accounts for 4.07% of the portfolio, ranked #9.

Stockbridge Partners first reported a position in WCN in Q4 2023 and has held it in 11 quarters since. The position peaked at $415M in Q4 2025. 838 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

  • Stockbridge Partners held 1,161,217 shares of Waste Connections worth $194M as of Q2 2026.
  • Stockbridge Partners sold 1,289,952 Waste Connections shares in Q2 2026, an estimated $204M.
  • Waste Connections made up 4.07% of Stockbridge Partners's portfolio in Q2 2026, its #9 holding.
  • Stockbridge Partners first reported a position in Waste Connections in Q4 2023 and has held it in 11 quarters since.
  • Stockbridge Partners's Waste Connections position peaked at $415M in Q4 2025.
  • 838 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on Stockbridge Partners's 13F filing for Q2 2026, filed 14 Aug 2026.