Chautauqua Capital Management released its second quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. Global equity markets experienced a significant shift, moving from losses to new highs. The fund underperformed its benchmark during the quarter, but markets closed near all-time highs after tariffs were briefly paused.

The Baird Chautauqua International and Global Growth Fund highlighted Waste Connections, Inc. (NYSE:WCN) in its second-quarter 2025 investor letter. Waste Connections offers waste collection and disposal services. The stock had a one-month return of -6.71% and closed at $172.41 per share on September 26, 2025, with a market cap of $44.329 billion.

In the second quarter 2025 investor letter, Baird Chautauqua International and Global Growth Fund discussed Waste Connections, Inc. (NYSE:WCN). The company reported strong performance in 1Q25 driven by waste pricing. Despite a 9% drop in shares in 2Q, the company is performing well operationally.

Waste Connections, Inc. (NYSE:WCN) is not among the 30 most popular stocks among hedge funds, with 43 hedge fund portfolios holding the stock at the end of the second quarter. While acknowledging its potential, some AI stocks may offer greater upside potential and less downside risk. Check out the free report on the best short-term AI stock.

Read more at Yahoo Finance: Waste Connections (WCN) Fell 9% in Q2