All companies
Republic Services, Inc. logo

What smart money is saying about Republic Services, Inc.United States flag

RSG · Industrials · Waste Management · Market cap $63.51B

2 funds in our archive have pitched Republic Services, Inc. — most recently The London Company Large Cap Strategy in June 2026.

Company profile

Republic Services, Inc., along with its subsidiaries, delivers comprehensive environmental services across the United States. The company specializes in the collection and processing of recyclable materials, alongside the gathering, transfer, and responsible disposal of non-hazardous solid waste, in addition to other environmental solutions. Its collection activities encompass curbside pickups, facilitating transport to transfer stations, landfills, or recycling facilities; the provision of waste and recycling containers; and compactor rentals. Beyond collection, Republic Services engages in the processing and sale of commodities such as old corrugated containers, newsprint, aluminum, and glass. The company also operates landfill and transfer services, manages the disposal of non-hazardous solid and liquid industrial waste, and provides on-site logistics and transportation. Serving a broad customer base, including residential, small-container, and large-container clients, Republic Services maintains a vast operational footprint. As of December 31, 2021, this included 356 collection operations, 239 transfer stations, 198 active landfills, 71 recycling processing centers, 6 saltwater disposal wells, 7 deep injection wells, and 3 treatment, recovery, and disposal facilities across 41 states. Furthermore, it oversees 77 landfill gas-to-energy and renewable energy projects and manages 124 closed landfills. The company, founded in 1996, is headquartered in Phoenix, Arizona.

1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Republic Services, Inc.1 opened or added to the position.

Fund letters reporting a position in Republic Services, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261101
Q4 20250001

Fund activity · 1 position · 1 move

  • AddedThe London Company Large Cap Strategy
    June 2026
    Increased: Republic Services, Inc. (RSG) – Addition reflects an attractive opportunity to increase our exposure in a defensive company with a resilient business model.
    Read the letterRepublic Services, Inc.

Fund coverage · 2 theses

  • The London Company Large Cap Strategy
    June 2026

    Republic Services offers a defensive, high-quality waste business with pricing power, margin expansion, stable cash flow, and attractive valuation.

    Read the full thesis
  • The London Company Large Cap
    December 2025

    Republic Services, Inc. offers a defensive, essential waste management model with pricing power, margin strength, stable cash flows, and insider buying supporting attractive valuation.

    Read the full thesis

Read every full thesis on Republic Services, Inc.

Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans
Share this ledger