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. | Bill & Melinda Gates Foundation Trust Michael Larson | 28,934,344 | $6,357,164,720 | 17.98% | |
| 2. | Diamond Hill Capital Ric Dillon | 2,323,764 | $510,554,188 | +24% | 2.62% |
| 3. | Holocene Advisors Brandon Haley | 1,121,961 | $246,506,051 | -20% | 0.52% |
| 4. | Impax Asset Management Ian Simm | 1,009,080 | $221,705,119 | -10% | 1.39% |
| 5. | Adage Capital Management Phill Gross And Robert Atchinson | 918,710 | $201,849,774 | +67% | 0.31% |
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 |
|---|---|---|---|---|---|---|
| $233.48 | 7,352 | $1,716,544.96 | 6,024 | 2026-02-17 | Filing | |
| $233.48 | 4,842 | $1,130,510.16 | 13,376 | 2026-02-17 | Filing | |
| $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 |
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. | 6,683,859 | $1,469,624,287 | 0.33% |
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.
Wall Street Analysts are Bullish on Waste Management (WM)
Waste Management, Inc. (NYSE:WM) is one of the best industrial stocks to buy. On November 24, Adam Bubes at Goldman Sachs reiterated a Buy call on Waste Management.
14 Best Industrial Dividend Stocks to Buy According to Analysts
2025 was a tough year for the American manufacturing industry.
Reddit Loves Waste Management (WM) as a Top Non-AI Stock, Here's Why
Redditors believe any bubble burst or crash won’t significantly impact Waste Management Inc (NYSE:WM), one of the biggest garbage collection companies in the US.
Wells Fargo Initiates Coverage on Waste Management (WM) with Overweight Rating
On November 13, Wells Fargo began covering Waste Management, Inc. (NYSE:WM) with an Overweight rating and a price target of $238, according to a report by The Fly.
Top 10 Non-AI Stocks Redditors are Buying Ahead of Potential Bubble Burst
Tim Seymour, Seymour Asset Management CIO, said in a recent program on CNBC that markets remain worried about AI valuations and “circular investments” despite the strong quarterly results from Nvidia...
15 Best Long Term Stocks to Buy According to Reddit
This year has been a record year for retail traders.
Jim Cramer Put These 15 Stocks Under the Spotlight
“If you want to put money in the market via an index fund, you can, and you should put money in monthly.
Waste Management (WM) Upgraded to Outperform as Baird Sees Upside Potential Ahead
Waste Management, Inc. (NYSE:WM) ranks among the stocks in Bill Gates’ portfolio that analysts are watching.
Hedge Fund Resource Center Billionaire Hedge Funds
