Geneva Capital Management Boosts Stake in Casella Waste Systems

Institutional investor increases position in industrial products company by 15.9% in Q3

Published on Mar. 11, 2026

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Geneva Capital Management LLC, an institutional investor, boosted its position in Casella Waste Systems, Inc. (NASDAQ:CWST) by 15.9% during the third quarter. The firm now owns 1,256,415 shares of the industrial products company, making it the 15th largest holding in its portfolio and accounting for about 2% of its total holdings.

Why it matters

Casella Waste Systems is a regional waste management company that has seen growing institutional interest as it expands its operations across the northeastern United States. The increase in Geneva Capital's stake suggests the firm sees continued growth potential in the company.

The details

According to a recent SEC filing, Geneva Capital Management acquired an additional 172,158 shares of Casella Waste Systems in the third quarter, bringing its total position to 1,256,415 shares. This represents a 15.9% increase in the firm's stake in the industrial products company.

  • Geneva Capital Management disclosed the increased stake in a Q3 2026 SEC filing.

The players

Geneva Capital Management LLC

An institutional investment firm that owns a 1.98% stake in Casella Waste Systems.

Casella Waste Systems, Inc.

A regional waste management company headquartered in Rutland, Vermont that provides integrated waste services across the northeastern United States.

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The takeaway

The increased stake by Geneva Capital Management in Casella Waste Systems suggests continued institutional confidence in the regional waste management company's growth prospects as it expands its operations across the Northeast.