Waste Connections, Inc. (WCN): A Bull Case Theory
We came across a bullish thesis on Waste Connections, Inc. on Monopolistic Investor’s Substack by Antoni Nabzdyk. In this article, we will summarize the bulls’ thesis on WCN.
Waste Connections Inc. (WCN)
Market is closed
Sector: Refuse Systems
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 481,705 | $84,471,789 | -27% | 0.53% |
| 2. | Lee Munder Capital Group Lee Munder | 60,127 | $10,543,871 | +25% | 0.6% |
| 3. | Navellier & Associates Louis Navellier | 4,156 | $728,796 | 0.08% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $143.60 | 11 | $1,521.60 | 9,162 | 2022-12-01 | Filing | |
| $140.55 | 10 | $1,370.52 | 9,162 | 2022-09-02 | Filing | |
| $127.63 | 11 | $1,368.42 | 9,162 | 2022-06-01 | Filing | |
| $135.47 | 10 | $1,366.45 | 9,162 | 2022-03-16 | Filing | |
| $137.22 | 10 | $1,364.51 | 9,162 | 2021-11-23 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $167.59 | 2,000 | $335,180.00 | 1,250 | 2025-12-10 | Filing | |
| $174.44 | 9,000 | $1,569,927.60 | 14,883 | 2025-10-28 | Filing | |
| $188.45 | 5,000 | $942,259.00 | 20,671 | 2025-08-12 | Filing | |
| $190.00 | 1,000 | $190,000.00 | 3,250 | 2025-08-08 | Filing | |
| $191.12 | 1,500 | $286,680.00 | 11,726 | 2025-07-29 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 31,162,831 | $5,464,957,048 | 0.08% | |
| 2. | 3,508,405 | $615,278,291 | 0.6% | |
| 3. | 2,345,566 | $397,873,148 | 4.96% | |
| 4. | 1,808,741 | $317,189,849 | 0.16% | |
| 5. | 759,761 | $133,231,689 | 0.02% |
News See All
CIBC Reduces the Firm’s PT on Waste Connections, Inc. (WCN) Stock
Waste Connections, Inc. (NYSE:WCN) is one of the Best Depressed Stocks to Buy Right Now.
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As per Oppenheimer Asset Management, the 2026 outlook is bullish, thanks to a disciplined approach to the US economy and equities.
Waste Connections (WCN) Holds Buy Rating Despite Mixed Q3 Earnings Results
Waste Connections Inc. (NYSE:WCN) ranks among the stocks in Bill Gates’ portfolio that analysts are watching. On October 21, Waste Connections Inc.
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UBS Sees Higher Upside for Waste Connections (WCN) Amid Steady Execution and Resilient Fundamentals Following Q3 Results
While adjusting its 2025-2027 annual adjusted EBITDA forecasts to $3.12 billion, $3.36 billion, and $3.70 billion, respectively, UBS attributed its upward revision to Waste Connections, Inc.
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Bill Gates’s disciplined and long-term investment philosophy is reflected in the investment strategy of the Bill & Melinda Gates Foundation Trust, which manages the endowment supporting one of the world...
Waste Connections, Inc. (NYSE:WCN) Q3 2025 Earnings Call Transcript
Operator: Good morning, everyone, and welcome to the Waste Connections, Inc. Q3 2025 Earnings Call. [Operator Instructions]. Also note today's event is being recorded.
Scotiabank Raises PT on Waste Connections (WCN) Stock
Waste Connections, Inc. (NYSE:WCN) is one of the Best Beaten Down Stocks to Buy According to Hedge Funds.
12 Best Beaten Down Stocks to Buy According to Hedge Funds
According to BNY, a global financial services company, the US Fed is restarting rate cuts amid a softening of the labor market, while slowing job growth has prompted expectations of more cuts. Amidst...
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