London Co. of Virginia Trims Stake in Casella Waste Systems

The investment firm reduced its holdings in the industrial products company by 3.7% in the third quarter.

Mar. 17, 2026 at 10:06am

According to a recent 13F filing, London Co. of Virginia trimmed its position in Casella Waste Systems, Inc. (NASDAQ:CWST) by 3.7% during the third quarter. The fund owned 625,428 shares of the industrial products company's stock, valued at $59,341,000 as of the filing.

Why it matters

Casella Waste Systems is a major player in the waste management industry, providing integrated waste solutions across the northeastern United States. London Co. of Virginia's reduction in its stake, though modest, could signal a shift in investor sentiment or portfolio rebalancing.

The details

London Co. of Virginia sold 24,071 shares of Casella Waste Systems during the third quarter, reducing its total holdings to 625,428 shares. The firm owned about 0.99% of the company's stock as of the filing.

  • London Co. of Virginia filed its 13F report for the third quarter of 2026.

The players

London Co. of Virginia

An investment management firm that owns a sizable stake in Casella Waste Systems.

Casella Waste Systems, Inc.

A regional resource management company that provides integrated waste solutions in the northeastern United States.

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The takeaway

The reduction in London Co. of Virginia's position in Casella Waste Systems, though modest, could signal a shift in investor sentiment or portfolio rebalancing for the waste management company. However, the overall impact on Casella Waste Systems is likely to be minimal given the firm's diverse shareholder base.