Which hedge funds own CWST? CASELLA WASTE SYS INC, Q2 2026 13F holders
31 tracked hedge funds disclosed a position in CWST (CASELLA WASTE SYS INC) in their Q2 2026 13F filings, worth $260.9m in total. The largest holder by portfolio weight is Hallstatt Advisors L.P. at 12.9% of its book. 9 opened a new position this quarter: P2 Capital Partners, LLC, TradeLink Capital LLC, Element Capital Management LLC, Bayforest Capital Ltd. 11 exited: Zimmer Partners, LP, Campbell & CO Investment Adviser LLC, MQS Management LLC.
- 31
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 9
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $20.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $66.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $261m
- Combined value Sum of the holders' reported positions in the security.
- 2.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Zimmer Partners, LP | 0.5% | $20.4m |
| Campbell & CO Investment Adviser LLC | 0.2% | $3.9m |
| MQS Management LLC | 0.2% | $262k |
| Woodline Partners LP | 0.1% | $33.0m |
| Y-Intercept (Hong Kong) Ltd | 0.07% | $3.7m |
| ExodusPoint Capital Management, LP | 0.04% | $4.1m |
| Gsa Capital Partners LLP | 0.03% | $524k |
| Caxton Associates LLP | 0.01% | $500k |
| Edgestream Partners, L.P. | 0.01% | $223k |
| Freestone Grove Partners LP | 0.0% | $144k |
| Quarry LP | 0.0% | $2.1k |
Ownership over time
Who discovered CWST first? Beta
The run: Q1 2009 → Q1 2011, +319%
| Brant Point Investment Management LLC | Q4 2016 | – | +1.2 pts |
| Contrarian Capital Management, L.L.C. | Q1 2015 | – | +1.0 pts |
| TradeLink Capital LLC | Q4 2024 | – | +0.2 pts |
| SG Capital Management LLC | Q3 2020 | – | +0.2 pts |
| Visualize Group LP high conviction | Q1 2025 | – | +0.1 pts |
| Ghisallo Capital Management LLC | Q3 2024 | – | +0.1 pts |
| Intrinsic Edge Capital Management LLC | Q4 2021 | – | −0.1 pts |
| Cannon Global Investment Management, LLC | Q1 2025 | – | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.