Which hedge funds own GFL? GFL ENVIRONMENTAL INC, Q2 2026 13F holders
41 tracked hedge funds disclosed a position in GFL (GFL ENVIRONMENTAL INC) in their Q2 2026 13F filings, worth $880.9m in total. The largest holder by portfolio weight is ADW Capital Management, LLC at 13.6% of its book. 12 opened a new position this quarter: Dendur Capital LP, Bayberry Capital Partners LP, Redwood Grove Capital, LLC, KR Capital LP. 23 exited: Verde Servicos Internacionais S.A., CTC Alternative Strategies, Ltd., Cannon Global Investment Management, LLC.
- 41
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 23
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $124m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $160m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $881m
- Combined value Sum of the holders' reported positions in the security.
- 3.3%
- 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
| Verde Servicos Internacionais S.A. | 2.7% | $8.8m |
| CTC Alternative Strategies, Ltd. | 1.3% | $588k |
| Cannon Global Investment Management, LLC | 1.0% | $417k |
| MQS Management LLC | 0.2% | $326k |
| Scientech Research LLC | 0.2% | $205k |
| Woodline Partners LP | 0.1% | $31.1m |
| Catalyst Funds Management Pty Ltd | 0.1% | $659k |
| Schonfeld Strategic Advisors LLC | 0.10% | $12.1m |
| Select Equity Group, L.P. | 0.06% | $11.3m |
| Twinbeech Capital LP | 0.06% | $540k |
| Jain Global LLC | 0.04% | $3.1m |
| Centiva Capital, LP | 0.04% | $848k |
| Trexquant Investment LP | 0.04% | $5.2m |
| Citadel Advisors LLC | 0.03% | $47.7m |
| Renaissance Technologies LLC | 0.03% | $19.1m |
| Landscape Capital Management, L.L.C. | 0.03% | $412k |
| ExodusPoint Capital Management, LP | 0.02% | $2.4m |
| Voloridge Investment Management, LLC | 0.02% | $5.8m |
| Entropy Technologies, LP | 0.02% | $437k |
| Tudor Investment Corp ET AL | 0.02% | $2.8m |
| Engineers Gate Manager LP | 0.01% | $1.1m |
| Squarepoint Ops LLC | 0.01% | $5.0m |
| Y-Intercept (Hong Kong) Ltd | 0.0% | $231k |
Ownership over time
Who discovered GFL first? Beta
The run: Q1 2020 → Q2 2025, +235%
| ADW Capital Management, LLC high conviction | Q2 2020 | – | +12.5 pts |
| Element Capital Management LLC high conviction | Q1 2020 | 19.3% | +4.8 pts |
| Cruiser Capital Advisors, LLC high conviction | Q2 2020 | – | +2.6 pts |
| Durable Capital Partners LP | Q1 2020 | 1.3% | +1.0 pts |
| Montanova Capital, LLC | Q1 2020 | 1.2% | +0.9 pts |
| BloombergSen Inc. | Q2 2020 | – | +0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.