Position in WCN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$33,338,000
+$17,094,000 QoQ
Shares Held
200,000
+100.0% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#127
of 831 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WCN Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Telemark Asset Management, LLC holds $63,213,000 across 2 Waste Management names. WCN ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WCN |
Waste Connections, Inc.
This page
|
200,000 | $33,338,000 | |
| 2 | CLH |
Clean Harbors Inc
|
100,000 | $29,875,000 |
All Filings in WCN
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,338,000 | 200,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,244,000 | 100,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $21,043,200 | 120,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,370,000 | 150,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $28,008,000 | 150,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,278,500 | 150,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $12,010,600 | 70,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,517,400 | 70,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,275,200 | 70,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,040,700 | 70,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,448,900 | 70,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $20,145,000 | 150,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $25,727,400 | 180,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $27,814,000 | 200,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $26,512,000 | 200,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $31,079,900 | 230,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $24,792,000 | 200,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $20,955,000 | 150,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $27,254,000 | 200,000 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $18,889,500 | 150,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,914,500 | 150,000 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||