Mirabaud Asset Management Ltd WCN — WASTE CONNECTIONS INC

Ownership history in Mirabaud Asset Management Ltd  ·  7 quarters on record

AI Ownership Summary

Mirabaud Asset Management Ltd reported WASTE CONNECTIONS INC (WCN) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 4.98% in 2025 Q4. The latest visible filing shows WCN at 4.98% 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 Mirabaud Asset Management Ltd'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 4.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.98% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 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.

WCN stock page Mirabaud Asset Management Ltd fund profile Mirabaud Asset Management Ltd full holdings
How Mirabaud Asset Management Ltd held WCN — position size vs. price
% of Fund (quarterly)    WCN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 56,620 +12,680 +28.9% 4.98% $10.8M 2026-02-14 (Est.) $159.92
2025 Q3 REDUCED 8.6% +1.6% ❌ 43,940 -4,142 -8.6% 3.71% $7.7M 2025-11-13 $167.04
2025 Q2 ADDED — — — 48,082 +12,756 +36.1% 4.16% $8.9M 2025-08-07 $187.67
2025 Q1 REDUCED 37.6% -4.2% ✅ 35,326 -21,294 -37.6% 3.56% $6.8M 2025-05-14 $185.57
2024 Q4 REDUCED 7.8% +13.9% ❌ 56,620 -4,819 -7.8% 4.51% $9.7M 2025-02-13 $187.52
2024 Q3 ADDED — — — 61,439 +25,419 +70.6% 4.50% $10.9M 2024-11-13 $186.18
2024 Q2 INITIATED — — — 36,020 — — 2.50% $6.2M 2024-08-12 $178.41

🏢 Other funds also holding WCN

As of 2026 Q1 — sorted by position size

Baskin Financial Services Inc. 3Y 7Y 3.81% HARVEY INVESTMENT CO LLC 3Y 7Y 2.82% JCIC Asset Management Inc. 3Y 7Y 1.73% CIDEL ASSET MANAGEMENT INC 3Y 7Y 1.68% Addenda Capital Inc. 3Y 7Y 1.39% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.35% Fisher Funds Management LTD 0.94% Morey & Quinn Wealth Partners, LLC 0.73% MQS Management LLC 3Y 0.69% Douglas Lane & Associates, LLC 3Y 7Y 0.63%

FAQ About Mirabaud Asset Management Ltd and WCN

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

How long has Mirabaud Asset Management Ltd reported owning WCN?

Mirabaud Asset Management Ltd reported WCN across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported WCN position in Mirabaud Asset Management Ltd's portfolio?

The largest reported portfolio weight for WCN was 4.98% in 2025 Q4.

What is the latest reported WCN position on this page?

The most recent filing on this page is 2025 Q4, when Mirabaud Asset Management Ltd reported 56,620 shares, equal to 4.98% of portfolio, with an estimated market value of $10.8M.

What does the chart on this WCN ownership page compare?

The chart compares Mirabaud Asset Management Ltd'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.

How well did Mirabaud Asset Management Ltd time their WCN position?

Based on 13F filing dates vs. subsequent WCN price moves, Mirabaud Asset Management Ltd correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on WCN relative to SPY over the holding period was -25.3%.

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