SEC 13F Intelligence

Rheos Capital Works Inc. / WM

Rheos Capital Works Inc.’s Waste Mgmt Inc Del Position

Does Rheos Capital Works Inc. own Waste Mgmt Inc Del (WM)? Not currently — the last reported position was 65.6K shares worth $10M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q4 2022
Shares
65.6K
% of Portfolio
+0.62%
Quarters Held
13
position exited

Position History WM

Reported value by quarter
Q4 ’19: $6MQ4 ’19Q1 ’20: $7MQ2 ’20: $10MQ2 ’20Q3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $13MQ2 ’21: $14MQ2 ’21Q3 ’21: $15MQ4 ’21: $16MQ4 ’21Q1 ’22: $18MQ2 ’22: $20MQ2 ’22Q3 ’22: $11MQ4 ’22: $10MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202265.6K$10M+0.62%
Q3 202265.6K$11M+0.71%
Q2 2022132.6K$20M+1.52%
Q1 2022115.6K$18M+0.88%
Q4 202197.5K$16M+0.71%
Q3 202197.5K$15M+0.75%
Q2 202197.5K$14M+0.69%
Q1 202197.5K$13M+0.83%
Q4 202091.1K$11M+0.78%
Q3 202091.1K$10M+0.84%
Q2 202091.1K$10M+0.67%
Q1 202075.9K$7M+0.75%
Q4 201953.3K$6M+0.63%

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 WM.