Waste Management, Inc. (WM): A Bull Case Theory
We came across a bullish thesis on Waste Management, Inc. on Rigatoni Capital’s Substack. In this article, we will summarize the bulls’ thesis on WM.
Waste Management Inc (WM)
Market is closed
Sector: Refuse Systems
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 2,323,764 | $510,554,188 | +24% | 2.62% |
| 2. | Impax Asset Management Ian Simm | 1,009,080 | $221,705,119 | -10% | 1.39% |
| 3. | Adage Capital Management Phill Gross And Robert Atchinson | 918,710 | $201,849,774 | +67% | 0.31% |
| 4. | Squarepoint Ops LLC Maxime Fortin (Cio) | 482,732 | $106,061,048 | -11% | 0.11% |
| 5. | Locust Wood Capital Advisers Stephen J. Errico | 448,341 | $98,504,900 | -5% | 2.38% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $196.42 | 2,000 | $392,840.20 | 7,314 | 2025-11-03 | Filing | |
| $171.53 | 2 | $343.06 | 4,950 | 2022-09-21 | Filing | |
| $144.49 | 2 | $288.98 | 5,364 | 2022-02-25 | Filing | |
| $140.04 | 2 | $280.08 | 5,362 | 2022-02-24 | Filing | |
| $141.17 | 2 | $282.34 | 5,436 | 2022-02-22 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $234.50 | 7,352 | $1,724,052.09 | 15,540 | 2026-02-13 | Filing | |
| $234.71 | 1,021 | $239,634.01 | 8,309 | 2026-02-11 | Filing | |
| $230.87 | 5,706 | $1,317,315.69 | 220,087 | 2026-02-10 | Filing | |
| $230.36 | 30,390 | $7,000,731.57 | 225,793 | 2026-02-09 | Filing | |
| $230.00 | 657 | $151,110.00 | 256,183 | 2026-02-06 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 38,990,067 | $8,566,507,621 | 0.12% | |
| 2. | 29,725,046 | $6,530,889,883 | 0.11% | |
| 3. | 17,390,748 | $3,820,921,243 | 0.13% | |
| 4. | 8,993,006 | $1,972,370,743 | 0.12% | |
| 5. | 6,671,652 | $1,465,829,578 | 0.09% |
News See All
Waste Management, Inc. (NYSE:WM) Q4 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the WM Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note that today's conference is being recorded.
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