WCN β€” WASTE CONNECTIONS INC

Ownership history in 2Xideas AG  Β·  6 quarters on record

AI Ownership Summary

2Xideas AG reported WASTE CONNECTIONS INC (WCN) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.61% in 2024 Q4. The latest visible filing shows WCN at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 2Xideas AG's position in WASTE CONNECTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WCN was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.61% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 2Xideas AG held WCN β€” position size vs. price
% of Fund (quarterly)    WCN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,864 -5,881 -19.1% 1.22% $4.4M 2026-02-14 (Est.) $159.92
2025 Q3 REDUCED 30,745 -8,229 -21.1% 1.14% $5.4M 2025-11-14 $168.27
2025 Q2 ADDED 38,974 +6,234 +19.0% 1.25% $7.3M 2025-08-14 $184.34
2025 Q1 REDUCED 32,740 -37,452 -53.4% 0.97% $6.4M 2025-05-15 $190.24
2024 Q4 ADDED 70,192 +26,437 +60.4% 1.61% $12.0M 2025-02-13 $187.52
2024 Q3 INITIATED 43,755 β€” β€” 1.05% $7.8M 2024-11-13 $186.18

FAQ About 2Xideas AG and WCN

These are the practical questions this page is built to answer before you even open the full history table.

How long has 2Xideas AG reported owning WCN?

2Xideas AG reported WCN across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported WCN position in 2Xideas AG's portfolio?

The largest reported portfolio weight for WCN was 1.61% in 2024 Q4.

What is the latest reported WCN position on this page?

The most recent filing on this page is 2025 Q4, when 2Xideas AG reported 24,864 shares, equal to 1.22% of portfolio, with an estimated market value of $4.4M.

What does the chart on this WCN ownership page compare?

The chart compares 2Xideas AG's quarterly WCN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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