§ COMMERCIAL SERVICES & SUPPLIES
USD · Commercial Services & SuppliesWCN
WASTE CONNECTIONS INC
USDSector · Commercial Services & SuppliesBeta · 0.25
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 154.03HIGH 154.86LOW 151.8852W 211.93 — 284.73
EVENTSJUN 30 · EARNINGS +9.5%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
426 increased/new, 310 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 39.4 | P/B | 5.44 |
| EPS (TTM) | 4.17 | Dividend | 0.84% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 15.9M | n/a | n/a |
| ROYAL BANK OF CANADA | 12.2M | 0.3% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.1M | n/a | n/a |
| Fidelity Management | 9.0M | 0.1% | −13% |
| BANK OF MONTREAL /CAN/ | 8.1M | 0.5% | −5% |
| 1832 Asset Management L.P. | 7.1M | 1.1% | +26% |
◇ AC INTELLIGENCE
Top institutional owners for WCN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER9.4% · 1 holder
OTHER43.9% · 647 holders
DEALER / BANK18.6% · 54 holders
QUALITY / COMPOUNDER18.1% · 42 holders
PASSIVE / INDEX3.7% · 9 holders
INCOME / DEFENSIVE3.5% · 26 holders
TACTICAL / MACRO1.7% · 5 holders
SYSTEMATIC / QUANT0.7% · 15 holders
ACTIVIST0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for WCN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention WCN yet.