SAM
WCN

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

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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. 213 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.
  • 213 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.