← Top Holdings

WMWASTE MGMT INC DEL

CUSIP: 94106L109

5

Guru Owners

$6.59B

Total Value Held

28.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Bill & Melinda Gates Foundation	Bill & Melinda Gates Foundation Trust	27642344	$6.35B	20.06%	$229.79	Q1 2026
Jensen Investment Management	Jensen Investment Management	651328	$149.7M	2.95%	$229.79	Q1 2026
Mairs & Power	Mairs & Power	398240	$91.5M	0.94%	$229.79	Q1 2026
Dan Sundheim	D1 Capital Partners	5281	$1.2M	0.51%	$229.81	Q1 2026
FPA Queens Road	Bragg Financial Advisors	1815	$417K	0.01%	$229.79	Q1 2026

Bill & Melinda Gates Foundation

$6.35B

20.06%

Jensen Investment Management

$149.7M

2.95%

$91.5M

0.94%

$1.2M

0.51%

FPA Queens Road

$417K

0.01%

📊 Fundamentals

Market Cap$95.3B

P/E Ratio34.4x

Above market avg

Forward P/E25.7x

P/FCF44.6x

EPS (TTM)$6.90

Revenue (TTM)$25.4B

Profit Margin10.99%

Div Yield1.49%

Beta0.45

52-Week Range

$194.11

$248.13

Current: $237.21

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 34.4x trailing earnings → 25.7x forward · 11.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '265 owners · $6.59B

REDUCEDBill & Melinda Gates Foundation$6.35B

INCREASEDJensen Investment Management$149.7M

INCREASEDMairs & Power$91.5M

INCREASEDDan Sundheim$1.2M

INCREASEDFPA Queens Road$417K

Q4 '255 owners · $6.58B

REDUCEDJensen Investment Management$219.8M

INCREASEDDan Sundheim$1.1M

REDUCEDMairs & Power$220K

Q3 '256 owners · $6.64B

REDUCEDBill & Melinda Gates Foundation$6.39B

REDUCEDJensen Investment Management$240.0M

NEWRay Dalio$6.5M

INCREASEDDan Sundheim$954K

REDUCEDFPA Queens Road$349K

NEWMairs & Power$232K

Q2 '254 owners · $7.65B

REDUCEDJensen Investment Management$268.6M

INCREASEDDan Sundheim$873K

INCREASEDFPA Queens Road$378K

SOLDMairs & Power

Q1 '255 owners · $7.76B

NEWJensen Investment Management$295.1M

REDUCEDDan Sundheim$817K

INCREASEDMairs & Power$261K

Q4 '244 owners · $6.51B

NEWDan Sundheim$773K

NEWFPA Queens Road$332K

💰 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

8.4%current: 8.4%

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 5 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