SEC 13F Intelligence

Aureus Asset Management, LLC / WCN

Aureus Asset Management, LLC’s Waste Connections Inc Position

Does Aureus Asset Management, LLC own Waste Connections Inc (WCN)? Yes — 314.6K shares worth $51M (+3.40% of its 13F portfolio) as of Q1 2026, up from 271.4K shares the prior filed quarter.

Position Value
$51M
Q1 2026
Shares
314.6K
% of Portfolio
+3.40%
Quarters Held
30
currently held

Position History WCN

Reported value by quarter
Q4 ’18: $19MQ4 ’18Q1 ’19: $23MQ2 ’19: $25MQ3 ’19: $24MQ4 ’19: $24MQ4 ’19Q1 ’20: $21MQ2 ’20: $25MQ3 ’20: $29MQ4 ’20: $29MQ4 ’20Q1 ’21: $31MQ2 ’21: $36MQ3 ’21: $39MQ4 ’21: $42MQ4 ’21Q1 ’22: $42MQ2 ’22: $37MQ3 ’22: $35MQ4 ’22: $34MQ4 ’22Q1 ’23: $36MQ2 ’23: $34MQ3 ’23: $31MQ4 ’23: $34MQ4 ’23Q1 ’24: $39MQ2 ’24: $39MQ3 ’24: $34MQ4 ’24: $32MQ4 ’24Q1 ’25: $36MQ2 ’25: $34MQ3 ’25: $41MQ4 ’25: $48MQ4 ’25Q1 ’26: $51Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026314.6K$51M+3.40%
Q4 2025271.4K$48M+3.03%
Q3 2025231.9K$41M+2.65%
Q2 2025182.8K$34M+2.18%
Q1 2025186.9K$36M+2.56%
Q4 2024185.4K$32M+2.06%
Q3 2024188.3K$34M+2.20%
Q2 2024221.0K$39M+2.71%
Q1 2024226.0K$39M+2.65%
Q4 2023226.8K$34M+2.48%
Q3 2023227.1K$31M+2.45%
Q2 2023235.0K$34M+2.52%
Q1 2023260.9K$36M+2.87%
Q4 2022257.8K$34M+2.95%
Q3 2022261.9K$35M+3.08%
Q2 2022299.5K$37M+3.00%
Q1 2022304.1K$42M+2.82%
Q4 2021309.3K$42M+2.60%
Q3 2021310.6K$39M+2.57%
Q2 2021300.8K$36M+2.31%
Q1 2021288.0K$31M+2.41%
Q4 2020278.6K$29M+2.41%
Q3 2020276.1K$29M+2.71%
Q2 2020267.3K$25M+2.73%
Q1 2020265.0K$21M+2.85%
Q4 2019263.9K$24M+2.68%
Q3 2019261.2K$24M+2.99%
Q2 2019261.2K$25M+3.07%
Q1 2019258.3K$23M+3.03%
Q4 2018256.8K$19M+3.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aureus Asset Management, LLC’s full portfolio or all institutional holders of WCN.