Letters by company

GFL Environmental Inc.

2 letters discussing GFL. Everything written about it on this site is on its ticker page.

Fred Alger Management, LLC Alger Mid Cap Growth Fund Commentary Alger Mid Cap Growth Fund favored AI-infrastructure beneficiaries Astera Labs, Nebius Group and Comfort Systems USA, citing hyperscaler demand for connectivity, cloud capacity and data-center construction. GFL Environmental, Celsius Holdings and QXO detracted as acquisition financing, margin concerns and softer building-products markets weighed on sentiment. 2nd Quarter 2026 ALAB $66BCELH $6.8BFIX $61B
Laughing Water Capital H1 2026 Laughing Water Capital redeployed after the acquisitions of Theravance Biopharma, Avanos Medical and SECURE Waste Infrastructure, leaving cash available for event-driven opportunities. The portfolio added AnaptysBio ahead of its GSK litigation, while maintaining conviction in Liquidia, Nextnav, Lifecore and Stride despite regulatory, legal or operational overhangs. Q2 of 2026 ANAB $1.4BGSK $95BLFCR $244M