Yaupon Capital Management’s GFL Environmental GFL Stock Holding History

Yaupon Capital Management’s Portfolio GFL Stock Details GFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-360,249	Closed	-$18.2M	–	141
2025 Q2	$18.2M	Sell	360,249 -72,797	-17%	-$3.57M	0.82%	49
2025 Q1	$20.9M	Buy	433,046 +257,623	+147%	+$11.7M	1.07%	39
2024 Q4	$7.81M	Sell	175,423 -559,145	-76%	-$24.3M	0.32%	83
2024 Q3	$29.3M	Buy	734,568 +52,155	+8%	+$2.09M	1.59%	20
2024 Q2	$26.6M	Buy	+682,413	New	+$23.4M	1.34%	24
2023 Q1	–	Sell	-418,885	Closed	-$12.2M	–	110
2022 Q4	$12.2M	Buy	418,885 +317,700	+314%	+$8.62M	1.93%	21
2022 Q3	$2.56M	Buy	+101,185	New	+$2.8M	0.55%	49
2022 Q1	–	Sell	-103,821	Closed	-$3.93M	–	70
2021 Q4	$3.93M	Buy	+103,821	New	+$4.04M	2.21%	20

Other funds holding GFL

BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Yaupon Capital Management's GFL Position: Q3 2025 in Review

Yaupon Capital Management sold out of GFL Environmental (GFL) in Q3 2025, closing a stake of 360,249 shares — an estimated $18.2M sold.

Yaupon Capital Management first reported a position in GFL in Q4 2021 and held it in 8 quarters. The position peaked at $29.3M in Q3 2024. 299 funds tracked by Wall St. Rank hold GFL as of Q3 2025.

Yaupon Capital Management reported no remaining GFL Environmental position as of Q3 2025 after selling out during the quarter.
Yaupon Capital Management sold 360,249 GFL Environmental shares in Q3 2025, an estimated $18.2M.
Yaupon Capital Management first reported a position in GFL Environmental in Q4 2021 and held it in 8 quarters.
Yaupon Capital Management's GFL Environmental position peaked at $29.3M in Q3 2024.
299 funds tracked by Wall St. Rank held GFL Environmental as of Q3 2025.

Based on Yaupon Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.