Waste Connections, Inc.

• YI YCG Investments Conviction in an age of disruption ↗ YCG shifted capital from Intuit, Apple, Progressive and other lower-conviction holdings into larger positions where it sees temporary earnings pressure rather than threats to long-term pricing power. It argues that physical networks, market-data and payment networks, and mega-cap platforms can withstand or benefit from AI, and initiated Waste Connections after its valuation premium narrowed. quarter ended March 31, 2026 0K36 AAPL $5TAMZN $2.9T +13

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