Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
Holdings Activity Buys Sells    History
Holding/activity history for  GFL Environmental Inc. (GFL)
← All GFL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,849,656 1.87 Reduce 23.37% 0.54 $38.60–46.32 · VW $42.78i $160,609,498 SEC
2025   Q4 5,023,417 2.32 Add 216.54% 1.59 $42.23–47.01 · VW $44.41i $215,761,342 SEC
2025   Q3 1,586,998 1.01 Reduce 43.33% 0.94 $45.24–51.51 · VW $48.29i $75,191,965 SEC
2025   Q2 2,800,456 2.17 Reduce 34.90% 1.31 $42.16–52.00 · VW $48.75i $141,311,010 SEC
2025   Q1 4,301,966 3.74 Add 13.85% 0.46 $41.29–49.35 · VW $45.44i $207,827,977 SEC
2024   Q4 3,778,606 3.03 Add 3.29% 0.10 $39.33–48.87 · VW $43.98i $168,299,111 SEC
2024   Q3 3,658,190 2.84 Add 11.34% 0.29 $37.00–43.79 · VW $39.80i $145,888,617 SEC
2024   Q2 3,285,656 2.43 Add 22.13% 0.44 $30.57–40.27 · VW $34.67i $127,910,588 SEC
2024   Q1 2,690,397 1.73 Buy 1.73 $32.15–37.20 · VW $34.77i $92,818,697 SEC
Price snapshot:
Current price$39.16
Avg. buy price$41.24
+/- since buy-5.05%
52-week low$33.33
52-week high$51.49