Ticker · CUSIP 147448104

CWST

CASELLA WASTE SYS INC

Industrials·Waste Management

···Share

Holders (tracked)

Combined shares

3,148,160

Combined value

$308.33M

Last close

$81.22

Quarter

2025Q4

Price is -17.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$81.22-37.08 (-31.34%)H $120.37 · L $74.97 · Avg Vol 674K

Tracked holders · last 8 quarters

Flat over the last 8 quarters.

SEC event timeline

21 events

Ron Baron (Baron Capital / BAMCO) opened position2026-02-17
+446,242 shares · 2025Q4
Position
D.E. Shaw & Co. exited2026-02-17
−48,792 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−83,386 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+399,971 shares · 2025Q4
Position
Two Sigma Investments opened position2026-02-17
+12,571 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) exited2026-02-17
−119,691 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+6,784 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−109,000 shares · 2025Q4
Position
Renaissance Technologies exited2026-02-12
−68,642 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+401,703 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) added2026-02-09
+236 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+72,749 shares · 2025Q3
Position
Two Sigma Investments exited2025-11-14
−3,631 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−13,205 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+174,877 shares · 2025Q3
Position
Wellington Management added2025-11-14
+317,192 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+946 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+49,642 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−484,902 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+860 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+117,158 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for CWST →

Follow-the-investor returns

If you'd copied each holder of CWST…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Mario Gabelli (GAMCO)	2016Q1	$6.70	+1112.6%	$8.1M
T. Rowe Price	2016Q1	$48.75	+66.6%	$28.9M
Wellington Management	2017Q1	$89.93	-9.7%	$106.2M
Ken Fisher (Fisher Asset Mgmt)	2020Q1	$90.75	-10.5%	$2.2M
Two Sigma Investments	2016Q1	$97.13	-16.4%	$1.0M
AQR Capital Management	2016Q1	$97.45	-16.7%	$1.5M
Ken Griffin (Citadel Advisors)	2017Q2	$97.92	-17.1%	$37.7M
Ken Griffin (Citadel Advisors)	2017Q2	$97.92	-17.1%	$37.7M
Ken Griffin (Citadel Advisors)	2017Q2	$97.92	-17.1%	$37.7M
Ron Baron (Baron Capital / BAMCO)	2025Q4	$97.94	-17.1%	$36.2M
Norges Bank (Norway SWF)	2019Q3	$1965.35	-95.9%	$32.6M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Ron Baron (Baron Capital / BAMCO)
+446,242
$43.7M
Norges Bank (Norway SWF)
+401,703
$39.3M
Two Sigma Investments
+12,571
$1.2M

Added to3

Ken Griffin (Citadel Advisors)
+399,971
$39.2M
AQR Capital Management
+6,784
$664K
Ken Fisher (Fisher Asset Mgmt)
+236
$23K

Trimmed2

Wellington Management
−83,386
$8.2M
T. Rowe Price
−109,000
$11K

Exited3

Izzy Englander (Millennium Mgmt)
−119,691
$11.4M
Renaissance Technologies
−68,642
$6.5M
D.E. Shaw & Co.
−48,792
$4.6M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	12	6,953,114	$35.92B	—
2022Q2	11	6,541,861	$31.85B	-1
2022Q3	12	6,765,562	$516.8M	+1
2022Q4	12	6,861,635	$544.2M	—
2023Q1	12	6,617,191	$547.0M	—
2023Q2	15	7,726,237	$698.8M	+3
2023Q3	13	6,148,372	$469.1M	-2
2023Q4	13	6,114,289	$522.5M	—
2024Q1	13	6,638,934	$656.4M	—
2024Q2	13	6,702,644	$665.0M	—
2024Q3	11	3,173,377	$315.7M	-2
2024Q4	10	1,221,634	$129.3M	-1
2025Q1	10	1,877,540	$209.4M	—
2025Q2	13	2,167,757	$250.1M	+3
2025Q3	11	2,307,364	$218.9M	-2
2025Q4	11	3,148,160	$308.3M	—

Who owns CWST

11 super-investors · 2025Q4

Tracked stake

3.15M

Combined value

$308M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added5Trim2Held1

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Wellington Management	1.31M	$128M	0.0%	Trim−83.4K
2	Ken Griffin Citadel Advisors	464.8K	$46M	0.0%	Added+400.0K
3	Ron Baron Baron Capital / BAMCO	446.2K	$44M	0.1%	New+446.2K	—
4	Norges Bank Norway SWF	401.7K	$39M	0.0%	New+401.7K
5	T. Rowe Price	355.6K	$35M	0.0%	Trim−109.0K
6	Mario Gabelli GAMCO	99.2K	$10M	0.1%	Held
7	Ken Fisher Fisher Asset Mgmt	27.7K	$3M	0.0%	Added+236
8	AQR Capital Management	18.7K	$2M	0.0%	Added+6.8K
9	Two Sigma Investments	12.6K	$1M	0.0%	New+12.6K
10	Ken Griffin Citadel Advisors	11.2K	$1M	0.0%	Added+400.0K
11	Ken Griffin Citadel Advisors	3.2K	$313K	0.0%	Added+400.0K

Recent moves

20 transactions

NEWRon Baron (Baron Capital / BAMCO)
+446,242 · 2025Q4
SOLDD.E. Shaw & Co.
−48,792 · 2025Q4
TRIMT. Rowe Price
−109,000 · 2025Q4
NEWTwo Sigma Investments
+12,571 · 2025Q4
ADDAQR Capital Management
+6,784 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+399,971 · 2025Q4
TRIMWellington Management
−83,386 · 2025Q4
SOLDIzzy Englander (Millennium Mgmt)
−119,691 · 2025Q4
SOLDRenaissance Technologies
−68,642 · 2025Q4
NEWNorges Bank (Norway SWF)
+401,703 · 2025Q4
ADDKen Fisher (Fisher Asset Mgmt)
+236 · 2025Q4
SOLDTwo Sigma Investments
−3,631 · 2025Q3
ADDWellington Management
+317,192 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+72,749 · 2025Q3
ADDT. Rowe Price
+174,877 · 2025Q3
TRIMD.E. Shaw & Co.
−13,205 · 2025Q3
ADDAQR Capital Management
+946 · 2025Q3
ADDRenaissance Technologies
+49,642 · 2025Q3
SOLDNorges Bank (Norway SWF)
−484,902 · 2025Q3
ADDNorges Bank (Norway SWF)
+117,158 · 2024Q3

Embed this chart

Paste this iframe anywhere to embed the live CWST chart.

<iframe src="https://openstocks.me/embed/stocks/CWST" width="100%" height="480" frameborder="0" loading="lazy" title="CWST chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>

Preview: https://openstocks.me/embed/stocks/CWST

Explore related topics