ClearBridge Investments reported underperformance in its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter compared to the Russell Midcap Index. Weakness in information technology and real estate holdings offset gains in select consumer discretionary stocks, shaping mid-cap equity performance during the quarter. The firm expressed cautious optimism for active stock selection moving forward, citing improving clarity around policy, interest rates, and business investment. Casella Waste Systems Inc. (CWST) provides waste management services in the northeastern United States, with a one-month return of 0.88%. The company’s stock closed at approximately $102.39 per share on February 2, 2026, with a market cap of $6.501 billion. ClearBridge Investments initiated positions in CWST following a selloff tied to acquisition integration issues, citing long-term growth potential. However, CWST is not among the 30 most popular stocks among hedge funds, with 26 portfolios holding the stock at the end of Q3 2025.

Read more at Yahoo Finance: Casella Waste Systems (CWST) Positioned for Long-Term Compounding Growth