← Top Holdings

WMWASTE MGMT INC DEL

CUSIP: 94106L109

4

Guru Owners

$6.58B

Total Value Held

29.9M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill & Melinda Gates Foundation	Bill & Melinda Gates Foundation Trust	28934344	$6.36B	17.98%	$219.71	Q4 2025
Jensen Investment Management	Jensen Investment Management	1000459	$219.8M	3.46%	$219.71	Q4 2025
FPA Queens Road	Bragg Financial Advisors	1581	$347K	0.01%	$219.71	Q4 2025
Mairs & Power	Mairs & Power	1000	$220K	0.00%	$219.71	Q4 2025

Bill & Melinda Gates Foundation

$6.36B

17.98%

Jensen Investment Management

$219.8M

3.46%

FPA Queens Road

$347K

0.01%

$220K

0.00%

📊 Fundamentals

Market Cap$90.1B

P/E Ratio33.3x

Above market avg

Forward P/E23.9x

P/FCF52.0x

EPS (TTM)$6.70

Revenue (TTM)$25.2B

Profit Margin10.74%

Div Yield1.53%

Beta0.55

52-Week Range

$194.11

$248.13

Current: $223.40

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 33.3x trailing earnings → 23.9x forward · 10.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '254 owners · $6.58B

REDUCEDJensen Investment Management$219.8M

REDUCEDMairs & Power$220K

Q3 '255 owners · $6.64B

REDUCEDBill & Melinda Gates Foundation$6.39B

REDUCEDJensen Investment Management$240.0M

NEWRay Dalio$6.5M

REDUCEDFPA Queens Road$349K

NEWMairs & Power$232K

Q2 '253 owners · $7.64B

REDUCEDJensen Investment Management$268.6M

INCREASEDFPA Queens Road$378K

Q1 '253 owners · $7.76B

NEWJensen Investment Management$295.1M

NEWFPA Queens Road$381K

Q4 '241 owners · $6.50B

No changes

Q3 '241 owners · $6.69B

REDUCEDBill & Melinda Gates Foundation$6.69B

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 5.5%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

6.9%current: 6.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

WM: Held by 4 superinvestors · 24 congress member trades

BUYRick LarsenD

$1,001 - $15,0002026-01-07

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-30

$1,001 - $15,0002025-10-29

$1,001 - $15,0002025-10-28

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-07-08

$1,001 - $15,0002025-07-01

SELLLisa McClainR

$1,001 - $15,0002025-06-24

BUYLisa McClainR

$1,001 - $15,0002025-06-17

SELLRob BresnahanR

$1,001 - $15,0002025-05-15

$1,001 - $15,0002025-04-23

SELLJulie JohnsonD

$1,001 - $15,0002025-04-07

$1,001 - $15,0002025-04-04

$1,001 - $15,0002025-03-06

$1,001 - $15,0002025-02-19

$1,001 - $15,0002025-02-04

$1,001 - $15,0002025-01-22

$15,001 - $50,0002025-01-17

$1,001 - $15,0002024-11-15

WM Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker