SEC 13F Intelligence

Brasada Capital Management, LP / WCN

Brasada Capital Management, LP’s Waste Connections Inc Position

Does Brasada Capital Management, LP own Waste Connections Inc (WCN)? Yes — 95.4K shares worth $16M (+2.90% of its 13F portfolio) as of Q1 2026, down from 110.4K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
95.4K
% of Portfolio
+2.90%
Quarters Held
30
currently held

Position History WCN

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $11MQ3 ’19: $11MQ4 ’19: $11MQ4 ’19Q1 ’20: $9MQ2 ’20: $11MQ3 ’20: $25MQ4 ’20: $12MQ4 ’20Q1 ’21: $14MQ2 ’21: $15MQ3 ’21: $16MQ4 ’21: $17MQ4 ’21Q1 ’22: $19MQ2 ’22: $16MQ3 ’22: $17MQ4 ’22: $17MQ4 ’22Q1 ’23: $18MQ2 ’23: $18MQ3 ’23: $18MQ4 ’23: $19MQ4 ’23Q1 ’24: $21MQ2 ’24: $22MQ3 ’24: $21MQ4 ’24: $21MQ4 ’24Q1 ’25: $21MQ2 ’25: $20MQ3 ’25: $19MQ4 ’25: $19MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202695.4K$16M+2.90%
Q4 2025110.4K$19M+3.25%
Q3 2025111.2K$19M+3.24%
Q2 2025113.0K$20M+3.47%
Q1 2025115.4K$21M+4.21%
Q4 2024117.4K$21M+3.62%
Q3 2024118.6K$21M+3.67%
Q2 2024120.2K$22M+3.75%
Q1 2024121.5K$21M+3.69%
Q4 2023125.7K$19M+3.62%
Q3 2023127.7K$18M+4.10%
Q2 2023126.9K$18M+3.93%
Q1 2023126.0K$18M+3.90%
Q4 2022127.3K$17M+3.88%
Q3 2022127.8K$17M+4.09%
Q2 2022129.7K$16M+3.61%
Q1 2022133.3K$19M+3.53%
Q4 2021132.9K$17M+3.15%
Q3 2021127.2K$16M+3.14%
Q2 2021126.7K$15M+2.97%
Q1 2021126.3K$14M+2.95%
Q4 2020121.2K$12M+2.84%
Q3 2020236.4K$25M+3.14%
Q2 2020115.9K$11M+3.05%
Q1 2020115.7K$9M+3.21%
Q4 2019121.6K$11M+2.74%
Q3 2019120.9K$11M+2.98%
Q2 2019116.8K$11M+3.04%
Q1 2019115.6K$10M+3.06%
Q4 2018118.2K$9M+2.92%

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