Telemark Asset Management’s Clean Harbors CLH Stock Holding History

Telemark Asset Management’s Portfolio CLH Stock Details CLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.7M	Buy	100,000 +20,000	+25%	+$5.46M	2.65%	10
2025 Q4	$18.8M	Sell	80,000 -30,000	-27%	-$6.85M	1.87%	15
2025 Q3	$25.5M	Hold	110,000	–	–	2.42%	12
2025 Q2	$25.4M	Hold	110,000	–	–	2.31%	13
2025 Q1	$21.7M	Sell	110,000 -20,000	-15%	-$4.38M	2.84%	10
2024 Q4	$29.9M	Hold	130,000	–	–	2.98%	5
2024 Q3	$31.4M	Hold	130,000	–	–	3.17%	8
2024 Q2	$29.4M	Hold	130,000	–	–	2.56%	9
2024 Q1	$26.2M	Hold	130,000	–	–	2.7%	9
2023 Q4	$22.7M	Sell	130,000 -20,000	-13%	-$3.28M	3.38%	8
2023 Q3	$25.1M	Hold	150,000	–	–	3.81%	7
2023 Q2	$24.7M	Buy	150,000 +50,000	+50%	+$7.31M	3.35%	12
2023 Q1	$14.3M	Hold	100,000	–	–	2.12%	20
2022 Q4	$11.4M	Sell	100,000 -15,000	-13%	-$1.75M	1.73%	21
2022 Q3	$12.6M	Sell	115,000 -10,000	-8%	-$1.07M	1.99%	24
2022 Q2	$11M	Buy	125,000 +75,000	+150%	+$7.24M	1.85%	24
2022 Q1	$5.58M	Buy	+50,000	New	+$4.94M	0.49%	49
2017 Q3	–	Sell	-40,000	Closed	-$2.23M	–	44
2017 Q2	$2.23M	Hold	40,000	–	–	0.48%	39
2017 Q1	$2.23M	Sell	40,000 -100,000	-71%	-$5.53M	0.52%	42
2016 Q4	$7.79M	Sell	140,000 -30,000	-18%	-$1.51M	1.7%	27
2016 Q3	$8.16M	Sell	170,000 -45,000	-21%	-$2.23M	1.69%	24
2016 Q2	$11.2M	Buy	+215,000	New	+$10.8M	2.58%	17

Other funds holding CLH

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Telemark Asset Management's CLH Position: Q1 2026 in Review

Telemark Asset Management increased its Clean Harbors (CLH) stake by 25% in Q1 2026, buying an estimated $5.46M and bringing the position to 100,000 shares worth $28.7M. The position accounts for 2.65% of the portfolio, ranked #10.

Telemark Asset Management first reported a position in CLH in Q2 2016 and has held it in 22 quarters since. The position peaked at $31.4M in Q3 2024. 623 funds tracked by Wall St. Rank hold CLH as of Q1 2026.

Telemark Asset Management held 100,000 shares of Clean Harbors worth $28.7M as of Q1 2026.
Telemark Asset Management bought 20,000 Clean Harbors shares in Q1 2026, an estimated $5.46M.
Clean Harbors made up 2.65% of Telemark Asset Management's portfolio in Q1 2026, its #10 holding.
Telemark Asset Management first reported a position in Clean Harbors in Q2 2016 and has held it in 22 quarters since.
Telemark Asset Management's Clean Harbors position peaked at $31.4M in Q3 2024.
623 funds tracked by Wall St. Rank held Clean Harbors as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.