Trinity Street Asset Management LLP CLH CLEAN HARBORS INC

Ownership history in Trinity Street Asset Management LLP  ·  11 quarters on record

AI Ownership Summary

Trinity Street Asset Management LLP reported CLEAN HARBORS INC (CLH) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.97% in 2024 Q3. The latest visible filing shows CLH at 2.15% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CLH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trinity Street Asset Management LLP's position in CLEAN HARBORS 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
2026 Q1

CLH was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Trinity Street Asset Management LLP held CLH — position size vs. price
% of Fund (quarterly)    CLH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 109,391 -7,786 -6.6% 2.15% $31.4M 2026-04-24 $308.99
2025 Q4 REDUCED 117,177 -3,426 -2.8% 1.73% $27.5M 2026-01-22 $261.46
2025 Q3 REDUCED 120,603 -501 -0.4% 1.91% $28.0M 2025-10-28 $246.19
2025 Q2 ADDED 121,104 +639 +0.5% 1.92% $28.0M 2025-07-23 $229.92
2025 Q1 ADDED 120,465 +10,425 +9.5% 2.40% $23.7M 2025-04-10 $194.06
2024 Q4 REDUCED 10.8% -14.4% 110,040 -13,392 -10.8% 2.49% $25.3M 2025-01-15 $237.00
2024 Q3 ADDED 123,432 +8,194 +7.1% 2.97% $29.8M 2024-10-25 $253.87
2024 Q2 ADDED 115,238 +1,678 +1.5% 2.30% $26.1M 2024-07-05 $222.58
2024 Q1 ADDED 113,560 +2,267 +2.0% 1.83% $22.9M 2024-04-12 $196.77
2023 Q4 ADDED 111,293 +16,936 +17.9% 2.16% $19.4M 2024-01-24 $168.08
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Trinity Street Asset Management LLP and CLH

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

How long has Trinity Street Asset Management LLP reported owning CLH?

Trinity Street Asset Management LLP reported CLH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CLH position in Trinity Street Asset Management LLP's portfolio?

The largest reported portfolio weight for CLH was 2.97% in 2024 Q3.

What is the latest reported CLH position on this page?

The most recent filing on this page is 2026 Q1, when Trinity Street Asset Management LLP reported 109,391 shares, equal to 2.15% of portfolio, with an estimated market value of $31.4M.

What does the chart on this CLH ownership page compare?

The chart compares Trinity Street Asset Management LLP's quarterly CLH 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 Trinity Street Asset Management LLP time their CLH position?

Based on 13F filing dates vs. subsequent CLH price moves, Trinity Street Asset Management LLP correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on CLH relative to SPY over the holding period was +5.2%.

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