TwinBeech Capital’s Waste Connections WCN Stock Holding History

TwinBeech Capital’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	–	Sell	-8,750	Closed	-$1.42M	–	715
2026 Q1	$1.42M	Buy	+8,750	New	+$1.46M	0.15%	194
2025 Q4	–	Sell	-68,170	Closed	-$12M	–	868
2025 Q3	$12M	Buy	+68,170	New	+$12.4M	0.47%	68
2025 Q1	–	Sell	-250,178	Closed	-$42.9M	–	995
2024 Q4	$42.9M	Buy	250,178 +75,616	+43%	+$13.7M	0.73%	42
2024 Q3	$31.2M	Buy	+174,562	New	+$31.6M	0.6%	43
2023 Q3	–	Sell	-110,576	Closed	-$15.8M	–	918
2023 Q2	$15.8M	Buy	110,576 +105,302	+1,997%	+$14.7M	0.31%	103
2023 Q1	$733K	Buy	5,274 +3,700	+235%	+$492K	0.01%	482
2022 Q4	$209K	Buy	+1,574	New	+$214K	﹤0.01%	654
2022 Q3	–	Sell	-30,691	Closed	-$3.8M	–	828
2022 Q2	$3.8M	Buy	+30,691	New	+$3.98M	0.17%	154
2022 Q1	–	Sell	-39,861	Closed	-$5.43M	–	761
2021 Q4	$5.43M	Buy	+39,861	New	+$5.3M	0.31%	97
2021 Q1	–	Sell	-10,171	Closed	-$1.04M	–	691
2020 Q4	$1.04M	Buy	+10,171	New	+$1.05M	0.17%	170
2020 Q3	–	Sell	-23,603	Closed	-$2.21M	–	594
2020 Q2	$2.21M	Buy	+23,603	New	+$2.1M	0.49%	69
2020 Q1	–	Sell	-5,988	Closed	-$544K	–	496
2019 Q4	$544K	Buy	+5,988	New	+$544K	0.16%	201

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

TwinBeech Capital's WCN Position: Q2 2026 in Review

TwinBeech Capital sold out of Waste Connections (WCN) in Q2 2026, closing a stake of 8,750 shares — an estimated $1.42M sold.

TwinBeech Capital first reported a position in WCN in Q4 2019 and held it in 12 quarters. The position peaked at $42.9M in Q4 2024. 834 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

TwinBeech Capital reported no remaining Waste Connections position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 8,750 Waste Connections shares in Q2 2026, an estimated $1.42M.
TwinBeech Capital first reported a position in Waste Connections in Q4 2019 and held it in 12 quarters.
TwinBeech Capital's Waste Connections position peaked at $42.9M in Q4 2024.
834 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.