S&CO INC GFL — GFL ENVIRONMENTAL

Ownership history in S&CO INC  ·  10 quarters on record

AI Ownership Summary

S&CO INC reported GFL ENVIRONMENTAL (GFL) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.62% in 2026 Q2. The latest visible filing shows GFL at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GFL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&CO INC's position in GFL ENVIRONMENTAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GFL was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GFL stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC held GFL — position size vs. price
% of Fund (quarterly)    GFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 293,524 +90,350 +44.5% 0.62% $11K 2026-08-06 $41.55
2026 Q1 ADDED — — — 203,174 +27,575 +15.7% 0.53% $8K 2026-05-07 $37.17
2025 Q4 REDUCED — — — 175,599 -6 -0.0% 0.47% $7.5M 2026-02-05 $42.20
2025 Q3 ADDED — — — 175,605 +61,345 +53.7% 0.51% $8.3M 2025-11-06 $43.83
2025 Q2 ADDED — — — 114,260 +53,030 +86.6% 0.37% $5.8M 2025-08-07 $50.87
2025 Q1 ADDED — — — 61,230 +3,425 +5.9% 0.20% $3.0M 2025-05-08 $50.36
2024 Q4 ADDED — — — 57,805 +3,600 +6.6% 0.17% $2.6M 2025-02-07 $45.88
2024 Q3 UNCHANGED — — — 54,205 — 0% 0.14% $2.2M 2024-11-07 $45.42
2024 Q2 ADDED — — — 54,205 +6,320 +13.2% 0.15% $2.1M 2024-08-08 $39.59
2024 Q1 INITIATED — — — 47,885 — — 0.12% $1.7M 2024-05-09 $32.08

🏢 Other funds also holding GFL

As of 2026 Q2 — sorted by position size

Norwood Investment Partners, LP 3Y 15.24% HALLSTATT ADVISORS L.P. 6.9% ONTARIO TEACHERS PENSION PLAN BOARD 3Y 7Y 5.23% Clarkston Capital Partners, LLC 3Y 7Y 2.73% RED REEF ADVISORS LLC 2.12% Barton Investment Management 3Y 7Y 2.07% Beutel, Goodman & Co Ltd. 3Y 7Y 1.55% Capital Innovations LLC 3Y 7Y 1.02% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 0.91% Paralel Advisors LLC 3Y 0.78%

FAQ About S&CO INC and GFL

These are the practical questions this page is built to answer before you even open the full history table.

How long has S&CO INC reported owning GFL?

S&CO INC reported GFL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GFL position in S&CO INC's portfolio?

The largest reported portfolio weight for GFL was 0.62% in 2026 Q2.

What is the latest reported GFL position on this page?

The most recent filing on this page is 2026 Q2, when S&CO INC reported 293,524 shares, equal to 0.62% of portfolio, with an estimated market value of $11K.

What does the chart on this GFL ownership page compare?

The chart compares S&CO INC's quarterly GFL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did S&CO INC time their GFL position?

Based on 13F filing dates vs. subsequent GFL price moves, S&CO INC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on GFL relative to SPY over the holding period was -6.8%.

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