GFL Environmental Inc.-Sub VTGFL
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 329 institutions reported holding GFL Environmental Inc.-Sub VT (GFL) in their 13F filings, up 30 from Q3 2025. 49 opened new positions and 30 sold out. The largest holders were BC Partners PE LP ($1.2B), FMR LLC ($1.1B) and Ontario Teachers Pension Plan Board ($964.4M). 10 famous investors held it, including Lee Ainslie (2.3% of Maverick Capital's portfolio), George Soros (0.6% of Soros Fund Management's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- GFL Environmental Inc.-Sub VT
- CUSIP
- 36168Q104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $128.0M |
| Exits | 30 | $113.1M |
All 13F filers, Q3 2025 → Q4 2025: 31,832,875 shares bought and 24,057,786 shares sold, net +7,775,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 329 holders
| BC Partners PE LP | 16.51% | Reduce -15.3% | 29,912,724 | $1.2B |
| FMR LLC | 0.06% | Reduce -2.1% | 26,532,066 | $1.1B |
| Ontario Teachers Pension Plan Board | 22.33% | Reduce -7.6% | 22,450,784 | $964.4M |
| Capital Research Global Investors | 0.17% | Add +17.6% | 21,863,632 | $939.0M |
| Massachusetts Financial Services Co. | 0.16% | Add +9.6% | 11,201,976 | $481.1M |
| Vanguard Group Inc. | 0.01% | Add +0.9% | 11,156,675 | $479.3M |
| Royal Bank of Canada | 0.07% | Add +18.8% | 9,314,727 | $400.1M |
| Pictet Asset Management Holding SA | 0.35% | Add +2.2% | 8,511,198 | $365.6M |
| Beutel, Goodman & Co Ltd. | 1.90% | Add +31.4% | 7,172,103 | $308.5M |
| Nordea Investment Management AB | 0.25% | Add +40.8% | 6,673,954 | $290.1M |
| CIBC Asset Management Inc | 0.53% | Add +25.8% | 5,101,264 | $219.4M |
| Maverick Capital | 2.32% | Add +216.5% | 5,023,417 | $215.8M |
| Fred Alger Management, LLC | 0.85% | Reduce -10.8% | 5,023,016 | $215.7M |
| Deutsche Bank AG | 0.05% | Reduce -4.1% | 3,873,804 | $166.4M |
| Norges Bank | 0.02% | — | 3,479,778 | $149.5M |
| Jane Street Group, LLC | 0.18% | Add +1049.8% | 3,407,588 | $146.4M |
| Clarkston Capital Partners, LLC | 2.79% | Reduce -1.9% | 2,805,035 | $120.5M |
| Morgan Stanley | 0.01% | Reduce -30.5% | 2,731,961 | $117.3M |
| Wellington Management Group LLP | 0.02% | Add +32.7% | 2,668,607 | $114.6M |
| Millennium Management | 0.08% | Add +5.3% | 2,539,067 | $109.1M |
| BlackRock, Inc. | 0.00% | Add +4.2% | 2,238,728 | $96.2M |
| Geode Capital Management, LLC | 0.01% | Add +6.6% | 2,224,997 | $95.2M |
| Progeny 3, Inc. | 4.72% | Add +4.5% | 2,042,010 | $87.7M |
| Bank of Montreal | 0.03% | Add +19.4% | 1,833,982 | $78.8M |
| Brown Brothers Harriman & Co. | 0.42% | Reduce -3.5% | 1,804,927 | $77.5M |
| Point72 Asset Management | 0.11% | Add +19.9% | 1,554,611 | $66.8M |
| Caisse de depot et placement du Quebec | 0.10% | Add +23.6% | 1,383,100 | $59.5M |
| Citadel Advisors | 0.04% | Add +880.1% | 1,375,115 | $59.1M |
| Bornite Capital Management LP | 5.63% | Add +80.8% | 1,342,400 | $57.7M |
| Bank of America Corp. | 0.00% | Add +31.7% | 1,284,165 | $55.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.05% | Add +14.2% | 1,269,504 | $54.5M |
| Legal & General Group Plc | 0.01% | Add +12.0% | 1,225,212 | $52.7M |
| AQR Capital Management | 0.03% | Add +11121.4% | 1,181,049 | $50.7M |
| Marshall Wace, LLP | 0.05% | Add +3633.6% | 1,170,208 | $50.3M |
| TimesSquare Capital Management, LLC | 0.73% | Add +3.4% | 1,125,123 | $48.3M |
| Balyasny Asset Management L.P. | 0.09% | Add +288.1% | 1,124,140 | $48.3M |
| Jefferies Financial Group Inc. | 0.37% | New | 1,031,408 | $44.3M |
| TD Asset Management Inc | 0.04% | Reduce -5.9% | 1,014,170 | $43.6M |
| ADW Capital Management, LLC | 32.40% | No change | 1,010,000 | $43.4M |
| Paralel Advisors LLC | 1.67% | No change | 1,000,000 | $43.0M |
| American Century Companies Inc. | 0.02% | Reduce -83.4% | 998,064 | $42.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.6% | 987,474 | $42.4M |
| Nuveen, LLC | 0.01% | Add +135.3% | 909,822 | $39.1M |
| Verbena Value LP | 6.19% | — | 837,100 | $36.0M |
| Alberta Investment Management Corp | 0.22% | No change | 770,000 | $33.1M |
| Woodline Partners LP | 0.12% | Add +844.3% | 745,127 | $32.0M |
| Soros Fund Management | 0.56% | Reduce -16.3% | 732,620 | $31.5M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -0.1% | 686,708 | $29.6M |
| Robeco Schweiz AG | 0.65% | Add +10.6% | 678,861 | $29.2M |
| Primecap Management Co. | 0.02% | No change | 667,800 | $28.7M |
| Munro Partners | 0.79% | Add +90.9% | 658,407 | $28.3M |
| Swiss National Bank | 0.02% | Reduce -8.9% | 647,300 | $27.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.8% | 622,549 | $26.8M |
| 1832 Asset Management L.P. | 0.03% | No change | 616,200 | $26.5M |
| Copeland Capital Management, LLC | 0.58% | Reduce -5.4% | 602,493 | $25.9M |
| Hood River Capital Management LLC | 0.28% | Add +0.3% | 585,346 | $25.1M |
| Mackenzie Financial Corp. | 0.03% | Add +82.0% | 563,108 | $24.5M |
| Neuberger Berman Group LLC | 0.02% | Reduce -8.9% | 539,552 | $23.2M |
| Northern Trust Corp. | 0.00% | Reduce -8.5% | 536,914 | $23.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +7.2% | 517,110 | $22.2M |
| Woodbridge Co Ltd | 0.05% | No change | 463,635 | $19.9M |
| Freestone Grove Partners LP | 0.14% | Add +31.1% | 446,741 | $19.2M |
| Sei Investments Co. | 0.02% | Reduce -4.8% | 440,196 | $18.9M |
| Barton Investment Management | 1.94% | Add +0.7% | 420,150 | $18.0M |
| Gotham Asset Management | 0.06% | Add +264.6% | 406,434 | $17.5M |
| Vestcor Inc | 0.48% | Add +25.7% | 391,815 | $16.8M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -60.0% | 385,755 | $16.6M |
| Advent International, L.P. | 0.34% | Add +3.9% | 379,092 | $16.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -40.0% | 354,605 | $15.2M |
| Bank of Nova Scotia | 0.02% | Reduce -2.0% | 350,783 | $15.1M |
| Covalis Capital LLP | 1.17% | New | 350,000 | $15.0M |
| Kornitzer Capital Management Inc. | 0.31% | No change | 350,000 | $15.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.4% | 335,610 | $14.4M |
| CI Investments Inc. | 0.06% | Add +42.4% | 332,488 | $14.3M |
| Duff & Phelps Investment Management Co. | 0.16% | Add +25.9% | 323,747 | $13.9M |
| Walleye Capital LLC | 0.08% | Add +292.8% | 322,023 | $13.8M |
| Verde Servicos Internacionais S.A. | 4.36% | Reduce -0.6% | 316,605 | $13.6M |
| Amundi | 0.00% | Add +26.6% | 299,988 | $12.9M |
| Norwood Investment Partners, LP | 14.41% | Add +12.5% | 297,920 | $12.8M |
| Cibc World Market Inc. | 0.02% | Add +3.6% | 297,493 | $12.8M |
| National Bank of Canada | 0.01% | Add +29.6% | 282,505 | $12.1M |
| CIBC Private Wealth Group LLC | 0.02% | No change | 250,283 | $10.7M |
| Concentric Capital Strategies, LP | 0.55% | Add +101.9% | 248,976 | $10.7M |
| UBS Group AG | 0.00% | Reduce -87.2% | 248,458 | $10.7M |
| Jennison Associates LLC | 0.01% | Reduce -65.8% | 243,220 | $10.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | New | 239,126 | $10.3M |
| Jump Financial, LLC | 0.14% | Add +150.1% | 240,901 | $10.3M |
| WINTON GROUP Ltd | 0.35% | Add +483.1% | 236,167 | $10.1M |
| Toronto Dominion Bank | 0.02% | Reduce -19.4% | 228,596 | $9.8M |
| D. E. Shaw & Co. | 0.01% | Add +120.9% | 223,246 | $9.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.9% | 211,174 | $9.1M |
| Barclays PLC | 0.00% | Reduce -57.6% | 209,906 | $9.0M |
| Loomis Sayles & Co. L P | 0.01% | Add +4.8% | 200,410 | $8.6M |
| Burkehill Global Management, LP | 0.59% | No change | 200,000 | $8.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.8% | 196,607 | $8.4M |
| Schwartz Investment Counsel Inc. | 0.29% | Add +4.7% | 196,093 | $8.4M |
| Korea Investment CORP | 0.02% | Reduce -25.6% | 195,482 | $8.4M |
| Hallstatt Advisors L.P. | 6.19% | — | 193,551 | $8.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 192,997 | $8.3M |
| Huntington National Bank | 0.06% | No change | 186,050 | $8.0M |
"% of holder's portfolio" is GFL's weight in each manager's 13F, not the share of GFL Environmental Inc.-Sub VT the manager owns.