Sunriver Management LLC: WASTE CONNECTIONS INC (WCN): Quarterly 13F Position History
As of Q2 2026, Sunriver Management LLC reported 343,513 shares of WASTE CONNECTIONS INC (WCN), worth $57.3M and representing 9.0% of its 13F equity book. Quarter-over-quarter share count change: + 20,830 (+6.5%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 343,513Shares Held (Latest Filing)
- $57.3MReported Market Value (Latest Filing)
- 9.0%Portfolio Weight (% of 13F Equity Book)
- +20,830Quarter-over-Quarter Share Change
- +$4.8MQuarter-over-Quarter Value Change
- 343,513Peak Reported Shares (Historical)
Recent initiation: Sunriver Management LLC first reported WCN on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 343,513 | +20,830 | +6.5% | $57.3M | 9.0% | $166.7 |
| Q1 2026 | 322,683 | – | – | $52.4M | 8.9% | $162.4 |
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 Sunriver Management LLC first disclose a WCN position in 13F-HR filings?
Sunriver Management LLC first reported WASTE CONNECTIONS INC (WCN) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Sunriver Management LLC's most recent quarter-over-quarter share-count change in WCN?
Between Q1 2026 and Q2 2026, Sunriver Management LLC added 20,830 shares of WCN (+6.5%), bringing the total reported position to 343,513 shares at a market value of $57.3M.
Does the implied price-per-share represent Sunriver Management LLC's cost basis in WCN?
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.