TPM
WCN

Triasima Portfolio Management’s Waste Connections WCN Stock Holding History

Triasima Portfolio 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
2025
Q3 		– Sell
-23,365
Closed -$4.36M – 179
2025
Q2 		$4.36M Sell
23,365
-9,364
-29% -$1.8M 0.8% 45
2025
Q1 		$6.74M Sell
32,729
-3,998
-11% -$740K 1.33% 21
2024
Q4 		$6.3M Sell
36,727
-1,500
-4% -$273K 1.22% 22
2024
Q3 		$6.83M Sell
38,227
-115,310
-75% -$20.9M 1.54% 20
2024
Q2 		$26.9M Sell
153,537
-5,772
-4% -$965K 2.46% 12
2024
Q1 		$27.4M Sell
159,309
-15,555
-9% -$2.5M 2.3% 14
2023
Q4 		$26.2M Sell
174,864
-24,068
-12% -$3.31M 2.16% 16
2023
Q3 		$26.8M Sell
198,932
-47,489
-19% -$6.64M 2.46% 12
2023
Q2 		$46.7M Buy
246,421
+40,882
+20% +$5.7M 2.95% 7
2023
Q1 		$28.6M Sell
205,539
-122,669
-37% -$16.3M 2.36% 13
2022
Q4 		$43.5M Buy
328,208
+62,802
+24% +$8.54M 3.33% 6
2022
Q3 		$35.8M Sell
265,406
-8,224
-3% -$1.12M 2.91% 9
2022
Q2 		$33.4M Buy
273,630
+6,388
+2% +$828K 2.35% 15
2022
Q1 		$37.4M Sell
267,242
-6,305
-2% -$808K 1.8% 19
2021
Q4 		$37.2M Sell
273,547
-2,145
-0.8% -$285K 1.79% 17
2021
Q3 		$34.8M Buy
275,692
+77,180
+39% +$9.76M 1.86% 16
2021
Q2 		$23.7M Buy
198,512
+194,612
+4,990% +$23.2M 1.16% 23
2021
Q1 		$421K Sell
3,900
-238,102
-98% -$24.2M 0.02% 145
2020
Q4 		$24.8M Buy
+242,002
New +$25M 1.41% 23

Other funds holding WCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Triasima Portfolio Management's WCN Position: Q3 2025 in Review

Triasima Portfolio Management sold out of Waste Connections (WCN) in Q3 2025, closing a stake of 23,365 shares — an estimated $4.36M sold.

Triasima Portfolio Management first reported a position in WCN in Q4 2020 and held it in 19 quarters. The position peaked at $46.7M in Q2 2023. 750 funds tracked by Wall St. Rank hold WCN as of Q3 2025.

  • Triasima Portfolio Management reported no remaining Waste Connections position as of Q3 2025 after selling out during the quarter.
  • Triasima Portfolio Management sold 23,365 Waste Connections shares in Q3 2025, an estimated $4.36M.
  • Triasima Portfolio Management first reported a position in Waste Connections in Q4 2020 and held it in 19 quarters.
  • Triasima Portfolio Management's Waste Connections position peaked at $46.7M in Q2 2023.
  • 750 funds tracked by Wall St. Rank held Waste Connections as of Q3 2025.

Based on Triasima Portfolio Management's 13F filing for Q3 2025, filed 29 Oct 2025.