Sycomore Asset Management’s Waste Connections WCN Stock Holding History

Sycomore Asset 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	$24.9M	Hold	117,228	–	–	2.67%	7
2026 Q1	$28.2M	Hold	117,228	–	–	3.93%	3
2025 Q4	$28.2M	Hold	117,228	–	–	4.67%	2
2025 Q3	$28.2M	Hold	117,228	–	–	4.69%	3
2025 Q2	$28.2M	Hold	117,228	–	–	4.38%	3
2025 Q1	$28.2M	Hold	117,228	–	–	4%	3
2024 Q4	$28.2M	Buy	117,228 +52,372	+81%	+$9.52M	4.02%	3
2024 Q3	$15.6M	Buy	64,856 +21,340	+49%	+$3.86M	2.59%	9
2024 Q2	$10.4M	Sell	43,516 -875	-2%	-$146K	1.82%	20
2024 Q1	$9.99M	Buy	44,391 +6,565	+17%	+$1.06M	2.18%	15
2023 Q4	$7.4M	Buy	37,826 +11,110	+42%	+$1.53M	1.59%	22
2023 Q3	$4.96M	Buy	26,716 +1,650	+7%	+$231K	1.27%	29
2023 Q2	$4.61M	Buy	25,066 +18,549	+285%	+$2.59M	1.08%	32
2023 Q1	$1.19M	Buy	6,517 +737	+13%	+$98.1K	0.34%	48
2022 Q4	$1.05M	Buy	5,780 +685	+13%	+$93.2K	0.29%	58
2022 Q3	$976K	Buy	5,095 +1,482	+41%	+$202K	0.28%	70
2022 Q2	$566K	Buy	3,613 +2,013	+126%	+$261K	0.13%	76
2022 Q1	$276K	Buy	1,600 +276	+21%	+$35.4K	0.05%	86
2021 Q4	$231K	Buy	+1,324	New	+$176K	0.04%	90

Other funds holding WCN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sycomore Asset Management's WCN Position: Q2 2026 in Review

Sycomore Asset Management held its Waste Connections (WCN) position steady in Q2 2026 at 117,228 shares worth $24.9M. The position accounts for 2.67% of the portfolio, ranked #7.

Sycomore Asset Management first reported a position in WCN in Q4 2021 and has held it in 19 quarters since. The position peaked at $28.2M in Q1 2026. 840 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

Sycomore Asset Management held 117,228 shares of Waste Connections worth $24.9M as of Q2 2026.
Sycomore Asset Management left its Waste Connections share count unchanged in Q2 2026.
Waste Connections made up 2.67% of Sycomore Asset Management's portfolio in Q2 2026, its #7 holding.
Sycomore Asset Management first reported a position in Waste Connections in Q4 2021 and has held it in 19 quarters since.
Sycomore Asset Management's Waste Connections position peaked at $28.2M in Q1 2026.
840 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.