Here’s What Supports Waste Connections’ (WCN) Long-Term Sustainability and Competitive Positioning

Here’s What Supports Waste Connections’ (WCN) Long-Term Sustainability and Competitive Positioning Soumya Eswaran Wed, June 17, 2026 at 8:04 PM GMT+7 3 min read MSTR WCN CL=F Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives significantly affected markets in the first two months of the quarter, leading to declines in software, information services, payments, and insurance brokers. In March, geopolitical tensions in the Middle East caused a spike in oil prices, contributing to market volatility and prompting investors to adopt a more cautious stance. The firm believes prioritizing high-quality businesses with strong balance sheets, durable cash flows, and diversified end markets provides resilience against short-term geopolitical shocks. In addition, you can check the Strategy’s top 5 holdings for its best picks for 2026.

In its first-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Waste Connections, Inc. (NYSE:WCN). Waste Connections, Inc. (NYSE:WCN) is a North American waste management company. On June 16, 2026, Waste Connections, Inc. (NYSE:WCN) closed at $157.07 per share. One-month return of Waste Connections, Inc. (NYSE:WCN) was 0.06%, and its shares lost 16.07% over the past 52 weeks. Waste Connections, Inc. (NYSE:WCN) has a market capitalization of $39.91 billion.

SGA Global Growth Strategy stated the following regarding Waste Connections, Inc. (NYSE:WCN) in its Q1 2026 investor letter: