Visualize Group LP WCN — WASTE CONNECTIONS INC

Ownership history in Visualize Group LP  ·  5 quarters on record

AI Ownership Summary

Visualize Group LP reported WASTE CONNECTIONS INC (WCN) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 19.76% in 2024 Q4. The latest visible filing shows WCN at 14.98% 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 Visualize Group LP'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 14.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.76% 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 Q4 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 Visualize Group LP fund profile Visualize Group LP full holdings
How Visualize Group LP 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 228,759 +620 +0.3% 14.98% $40.1M 2026-02-14 (Est.) $159.92
2025 Q3 ADDED — — — 228,139 +112,405 +97.1% 13.43% $40.1M 2025-11-14 $168.27
2025 Q2 REDUCED 36.4% -6.5% ✅ 115,734 -66,255 -36.4% 11.96% $35.8M 2025-08-14 $184.34
2025 Q1 UNCHANGED — — — 181,989 — 0% 19.13% $35.5M 2025-05-15 $190.24
2024 Q4 INITIATED — — — 181,989 — — 19.76% $31.2M 2025-02-14 $187.71

🏢 Other funds also holding WCN

As of 2026 Q1 — sorted by position size

MONTRUSCO BOLTON INVESTMENTS INC. 3Y 7Y 4.34% 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% NICHOLAS COMPANY, INC. 3Y 7Y 1.62% Tuttle Capital Management, LLC 3Y 7Y 1.49% Addenda Capital Inc. 3Y 7Y 1.39% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.35% Fisher Funds Management LTD 0.94%

FAQ About Visualize Group LP and WCN

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

How long has Visualize Group LP reported owning WCN?

Visualize Group LP reported WCN across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported WCN position in Visualize Group LP's portfolio?

The largest reported portfolio weight for WCN was 19.76% in 2024 Q4.

What is the latest reported WCN position on this page?

The most recent filing on this page is 2025 Q4, when Visualize Group LP reported 228,759 shares, equal to 14.98% of portfolio, with an estimated market value of $40.1M.

What does the chart on this WCN ownership page compare?

The chart compares Visualize Group LP'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 Visualize Group LP time their WCN position?

Based on 13F filing dates vs. subsequent WCN price moves, Visualize Group LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on WCN relative to SPY over the holding period was -24.7%.

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