2 tracked superinvestors hold WASTE CONNECTIONS INC (WCN), worth $881M combined, led by Overdeck / Siegel. Smart money is trimming WCN as of the latest 13F filings.
Current price
$164.87
-8.7%
1Y
Waste Connections, Inc. is a leading environmental services provider that delivers a full spectrum of non-hazardous waste management solutions, including collection, transfer, disposal, and resource recovery, across both the United States and Canada. The company offers essential waste collection services to a diverse customer base, spanning residential, commercial, municipal, industrial, and…
Market cap
$41.0B
P/E
39.32
Div yield
0.8%
Revenue YoY
6.5%
Analyst target
$200
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$881M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing WCN: 1 funds trimmed versus 0 adding.
WASTE CONNECTIONS INC (WCN) is held by 2 tracked funds worth $881M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Overdeck / Siegel at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.4% | $541M | |
| Held | 1% | $340M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own WCN?
2 tracked funds hold WASTE CONNECTIONS INC (WCN), the largest being Overdeck / Siegel (Two Sigma) at 0.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling WCN?
In the most recent 13F quarter, 0 tracked funds added or opened WCN and 1 trimmed it.
How much WCN do tracked funds hold?
Combined disclosed long exposure to WCN across tracked superinvestors is $881M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.