LRI Investments, LLC
Position in CWST — Casella Waste Systems Inc
CIK 2023325
PALM BEACH GARDENS, FL
Position in CWST
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,878
-$644 QoQ
Shares Held
40
-29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#368
of 415 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWST Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026LRI Investments, LLC holds $434,994 across 6 Waste Management names. CWST ranks #6 (0.9% of the industry book) .
All Filings in CWST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,878 | 40 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,522 | 57 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,582 | 57 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,408 | 57 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,192 | 45 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,017 | 45 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,761 | 45 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,477 | 45 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,464 | 45 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||