SECURE Waste

Handles oil field waste and recycles scrap metal in Canada and the US.

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What the manager says

In short: Waste company bought by GFL Environmental for cash and stock; manager wished for a higher price.

Named in

Q2 2026 letter

Owned by

None of the funds we follow

More about SECURE Waste

This fund doesn’t file the government report, so share counts aren’t public.

Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works