BRASADA CAPITAL MANAGEMENT, LP

Position in WCN — Waste Connections, Inc.

CIK 1643833 HOUSTON, TX

Position in WCN

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$14,426,519

-$1,076,429 QoQ

Shares Held

86,547

-9.3% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

2.83%

of 13F equity value

Holder Rank

#190

of 828 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Industrials · as of Jun 30, 2026

BRASADA CAPITAL MANAGEMENT, LP holds $17,357,457 across 3 Waste Management names. WCN ranks #1 (83.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WCN	Waste Connections, Inc. This page	86,547	$14,426,519
2	GFL	GFL Environmental Inc.	59,905	$2,203,904
3	WM	Waste Management Inc	3,262	$727,034

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,426,519	86,547	-9.3%	Shares	Sole	2026-08-17
2026-03-31	$15,502,948	95,438	-13.5%	Shares	Sole	2026-05-15
2025-12-31	$19,352,028	110,356	-0.7%	Shares	Sole	2026-02-13
2025-09-30	$19,544,916	111,177	-1.6%	Shares	Sole	2025-11-14
2025-06-30	$21,097,492	112,990	-2.1%	Shares	Sole	2025-08-14
2025-03-31	$22,525,316	115,402	-1.7%	Shares	Sole	2025-05-15
2024-12-31	$20,138,001	117,368	-1.0%	Shares	Sole	2025-02-14
2024-09-30	$21,205,727	118,587	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$21,086,689	120,248	-1.1%	Shares	Sole	2024-08-07
2024-03-31	$20,906,267	121,541	-3.3%	Shares	Sole	2024-05-15
2023-12-31	$18,766,522	125,722	-1.6%	Shares	Sole	2024-02-14
2023-09-30	$17,151,184	127,708	+0.6%	Shares	Sole	2023-11-13
2023-06-30	$18,135,958	126,887	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$17,521,290	125,989	-1.0%	Shares	Sole	2023-05-15
2022-12-31	$16,871,043	127,271	-0.4%	Shares	Sole	2023-02-14
2022-09-30	$17,269,208	127,797	-1.5%	Shares	Sole	2022-11-14
2022-06-30	$16,078,355	129,706	-2.7%	Shares	Sole	2022-08-15
2022-03-31	$18,620,752	133,291	+0.3%	Shares	Sole	2022-05-16
2021-12-31	$18,111,918	132,912	+4.5%	Shares	Sole	2022-02-10
2021-09-30	$16,024,214	127,247	+0.4%	Shares	Sole	2021-11-08
2021-06-30	$15,129,272	126,679	+0.3%	Shares	Sole	2021-08-13
2021-03-31	$13,637,010	126,292	+4.2%	Shares	Sole	2021-05-07
2020-12-31	$12,427,688	121,163	+2.5%	Shares	Sole	2021-02-05
2020-09-30	$12,267,706	118,186	+2.0%	Shares	Sole	2020-11-04
2020-06-30	$10,872,605	115,925	+0.2%	Shares	Sole	2020-07-14
2020-03-31	$8,966,905	115,702	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.