Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Casella Waste Systems, Inc., together with its subsidiaries, operates as a vertically integrated solid waste services company in the northeastern United States. It offers resource management services primarily in the areas of solid waste collection and disposal, transfer, recycling, and organics services to residential, commercial, municipal, institutional, and industrial customers. The company provides a range of non-hazardous solid waste services, including collections, transfer stations, and disposal facilities. It also markets recyclable metals, aluminum, plastics, and paper and corrugated cardboard that are processed at its facilities, as well as recyclables purchased from third parties. In addition, the company is involved in commodity brokerage operations. As of January 31, 2022, it owned and/or operated 50 solid waste collection operations, 65 transfer stations, 23 recycling facilities, 8 Subtitle D landfills, 3 landfill gas-to-energy facilities, and 1 landfill permitted to accept construction and demolition materials. Casella Waste Systems, Inc. was founded in 1975 and is headquartered in Rutland, Vermont.
the bull case· 3
5
disclosed supplier and customer ties in SEC filings
sec filingsedgar414
managers reporting a position in institutional filings
13fJun 30 '26+4.41%
change in shares held by the largest reporting managers
13fJun 30 '26the bear case· 3
4 of 8
recent reports where moves came in under the options implied range
earnings historyimplied vs realized6 of 23
largest reporting managers that reduced their stake in the latest quarter
13fJun 30 '263
funds on file reporting a position in the company
n-portas of Jun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 29 '26 report. Not a forecast, not advice.
Of the 6 companies Casella Waste Systems Inc moves with most closely, 4 also share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 4953, Refuse Systems, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›tall tick = annual report · 1 on record
CWST (Casella Waste Systems Inc) has 2 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
415 managers report a position worth $7.5B between them, and 46 of them hold 80% of it.
Casella Waste Systems Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Refuse Systems
High 89.47 at 11:00 am ET, low 88.71 at 8:45 am ET.