13F Portfolios

MAVERICK CAPITAL LTD: GFL ENVIRONMENTAL INC (GFL): Quarterly 13F Position History

As of Q2 2026, MAVERICK CAPITAL LTD reported 10,202,931 shares of GFL ENVIRONMENTAL INC (GFL), worth $375.3M and representing 3.4% of its 13F equity book. Quarter-over-quarter share count change: + 6,353,275 (+165.0%) . The position first appeared in Q1 2024 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 10,202,931 +6,353,275 +165.0% $375.3M 3.4% $36.8
Q1 2026 3,849,656 1,173,761 -23.4% $160.6M 1.9% $41.7
Q4 2025 5,023,417 +3,436,419 +216.5% $215.8M 2.3% $43.0
Q3 2025 1,586,998 1,213,458 -43.3% $75.2M 1.0% $47.4
Q2 2025 2,800,456 1,501,510 -34.9% $141.3M 2.2% $50.5
Q1 2025 4,301,966 +523,360 +13.9% $207.8M 3.7% $48.3
Q4 2024 3,778,606 +120,416 +3.3% $168.3M 3.0% $44.5
Q3 2024 3,658,190 +372,534 +11.3% $145.9M 2.8% $39.9
Q2 2024 3,285,656 +595,259 +22.1% $127.9M 2.4% $38.9
Q1 2024 2,690,397 $92.8M 1.8% $34.5

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did MAVERICK CAPITAL LTD first disclose a GFL position in 13F-HR filings?

MAVERICK CAPITAL LTD first reported GFL ENVIRONMENTAL INC (GFL) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 10 reported quarters within Pactolio's tracked window.

What was MAVERICK CAPITAL LTD's most recent quarter-over-quarter share-count change in GFL?

Between Q1 2026 and Q2 2026, MAVERICK CAPITAL LTD added 6,353,275 shares of GFL (+165.0%), bringing the total reported position to 10,202,931 shares at a market value of $375.3M.

Does the implied price-per-share represent MAVERICK CAPITAL LTD's cost basis in GFL?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.