Verbena Value’s GFL Environmental GFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.8M Sell
811,300
-399,800
-33% -$15.1M 4.93% 9
2026
Q1
$50.5M Buy
1,211,100
+374,000
+45% +$16M 8.27% 3
2025
Q4
$36M Buy
+837,100
New +$37.4M 6.19% 6

Other funds holding GFL

Verbena Value's GFL Position: Q2 2026 in Review

Verbena Value reduced its GFL Environmental (GFL) stake by 33% in Q2 2026, selling an estimated $15.1M and leaving 811,300 shares worth $29.8M. The position accounts for 4.93% of the portfolio, ranked #9.

Verbena Value first reported a position in GFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.5M in Q1 2026. 324 funds tracked by Wall St. Rank hold GFL as of Q2 2026.

  • Verbena Value held 811,300 shares of GFL Environmental worth $29.8M as of Q2 2026.
  • Verbena Value sold 399,800 GFL Environmental shares in Q2 2026, an estimated $15.1M.
  • GFL Environmental made up 4.93% of Verbena Value's portfolio in Q2 2026, its #9 holding.
  • Verbena Value first reported a position in GFL Environmental in Q4 2025 and has held it in 3 quarters since.
  • Verbena Value's GFL Environmental position peaked at $50.5M in Q1 2026.
  • 324 funds tracked by Wall St. Rank held GFL Environmental as of Q2 2026.

Based on Verbena Value's 13F filing for Q2 2026, filed 14 Aug 2026.