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What smart money is saying about GFL Environmental, Inc.United States flag

GFL · Industrials · Waste Management · Market cap $14.42B

2 funds in our archive have pitched GFL Environmental, Inc. — most recently Ave Maria Funds in June 2026.

Company profile

GFL Environmental Inc. functions as a multifaceted environmental services provider with operations spanning Canada and the United States. The company's core offerings encompass three distinct areas: managing non-hazardous solid waste, undertaking infrastructure and soil cleanup projects, and handling various types of liquid waste. Within its solid waste division, GFL handles every stage from collecting and transporting to transferring, recycling, and ultimately disposing of non-hazardous solid waste. This comprehensive service caters to a diverse clientele, including municipalities, individual residents, and both commercial and industrial enterprises. The infrastructure and soil remediation segment is dedicated to rehabilitating polluted ground. Alongside this, it delivers supplementary services such as general civil works, structural demolition, and specialized excavation and shoring. Finally, the liquid waste management arm is responsible for the collection, oversight, movement, treatment, and disposal of various industrial and commercial liquid effluents. An additional aspect of this segment involves the resale of certain liquid waste byproducts. Founded in 2007, the company maintains its primary office in Vaughan, Canada.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in GFL Environmental, Inc. on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.

Fund letters reporting a position in GFL Environmental, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261002

Fund activity · 1 position

  • HoldsAlger.com Focus Equity Fund
    June 2026
    During the quarter, shares detracted from performance even as the company reported better-than- expected first-quarter results and raised its full-year guidance.
    Read the letterGFL Environmental, Inc.

Fund coverage · 2 theses

  • Ave Maria Funds
    June 2026

    GFL Environmental, Inc. is cited for validating the valuation thesis on Secure Waste and as an operator with durable earnings and an economic moat focus.

    Read the full thesis
  • Ave Maria Funds
    June 2026

    GFL Environmental, Inc. is described as a waste services company with route-density advantages, founder operation, and an acquisition-led growth strategy.

    Read the full thesis

Read every full thesis on GFL Environmental, Inc.

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