GFL β€” GFL ENVIRONMENTAL INC

Ownership history in MAVERICK CAPITAL LTD  Β·  8 quarters on record

This page tracks every 13F SEC filing in which MAVERICK CAPITAL LTD reported a position in GFL ENVIRONMENTAL INC (GFL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.67% (2025 Q1)
πŸ“Š Avg. % of fund
2.39%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
8

Position Intelligence

MAVERICK CAPITAL LTD Γ— GFL AI Analytics

πŸ“‰ MAVERICK CAPITAL LTD underperformed the S&P 500 by –9.2% annually on this GFL position. Timing score: 100% (6/6 decisions correct). Average cost basis: $42.83. Maximum drawdown during holding period: –14.8%.

πŸ“ˆ Position Alpha vs SPY
-9.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 9.2% ann.
6 quarters analyzed

⏱️ Timing Score
100%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
6 of 6 add/trim decisions correct

πŸ’° Entry Quality
$42.83
+0.3% vs current ($42.95)

Best entry: $38.87 (2024 Q2)  Β·  Worst: $48.28 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–14.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

6 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.32% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    GFL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,023,417 +3,436,419 +216.5% 2.32% $215.8M $42.95
2025 Q3 REDUCED 1,586,998 -1,213,458 -43.3% 1.00% $75.2M $47.38
2025 Q2 REDUCED 2,800,456 -1,501,510 -34.9% 2.12% $141.3M $50.44
2025 Q1 ADDED 4,301,966 +523,360 +13.9% 3.67% $207.8M $48.28
2024 Q4 ADDED 3,778,606 +120,416 +3.3% 3.03% $168.3M $44.50
2024 Q3 ADDED 3,658,190 +372,534 +11.3% 2.84% $145.9M $39.83
2024 Q2 ADDED 3,285,656 +595,259 +22.1% 2.43% $127.9M $38.87
2024 Q1 INITIATED 2,690,397 β€” β€” 1.74% $92.8M β€”
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