SEC 13F Intelligence

Rheos Capital Works Inc. / WCN

Rheos Capital Works Inc.’s Waste Connections Inc Position

Does Rheos Capital Works Inc. own Waste Connections Inc (WCN)? Not currently — the last reported position was 80.0K shares worth $11M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2022
Shares
80.0K
% of Portfolio
+0.64%
Quarters Held
3
position exited

Position History WCN

Reported value by quarter
Q2 ’22: $10MQ2 ’22Q3 ’22: $11MQ3 ’22Q4 ’22: $11MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202280.0K$11M+0.64%
Q3 202280.0K$11M+0.73%
Q2 202280.0K$10M+0.74%

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