Clean Harbors, Inc. (CLH): A Bull Case Theory
We came across a bullish thesis on Clean Harbors, Inc., on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on CLH.
Clean Harbors Inc (CLH)
Market is closed
Sector: Hazardous Waste Management
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D1 Capital Partners Daniel Sundheim | 2,781,882 | $652,295,691 | +14% | 6.1% |
| 2. | Lone Pine Capital Stephen Mandel | 1,378,125 | $323,142,750 | 2.37% | |
| 3. | Select Equity Group Robert Joseph Caruso | 849,499 | $199,190,526 | +10% | 0.86% |
| 4. | Durable Capital Partners Henry Ellenbogen | 834,763 | $195,735,228 | +46% | 1.85% |
| 5. | Palestra Capital Management Andrew Immerman And Jeremy Schiffman | 569,991 | $133,651,490 | 4.72% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $233.50 | 2,000 | $467,000.00 | 82,911 | 2025-08-01 | Filing | |
| $191.38 | 1,050 | $200,949.00 | 24,238 | 2025-03-10 | Filing | |
| $88.35 | 2,000 | $176,700.00 | 70,440 | 2022-05-12 | Filing | |
| $32.80 | 500 | $16,400.00 | 13,027 | 2020-03-19 | Filing | |
| $46.45 | 1,650 | $76,642.50 | 38,228 | 2020-05-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $240.90 | 601 | $144,780.90 | 50,454 | 2025-12-16 | Filing | |
| $233.64 | 836 | $195,323.04 | 9,888 | 2025-07-31 | Filing | |
| $227.17 | 3,035 | $689,460.95 | 54,548 | 2025-06-13 | Filing | |
| $225.23 | 8,076 | $1,818,957.48 | 51,619 | 2025-06-06 | Filing | |
| $223.80 | 58,156 | $13,015,312.80 | 2,297,896 | 2025-06-05 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,182,538 | $1,215,201,510 | 0.21% | |
| 2. | 4,601,386 | $1,078,932,990 | 0.02% | |
| 3. | 4,489,676 | $1,052,739,229 | 0.02% | |
| 4. | 2,376,088 | $557,145,885 | 0.25% | |
| 5. | 1,885,730 | $442,291,801 | 0.43% |
News See All
Clean Harbors, Inc. (NYSE:CLH) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Clean Harbors Third Quarter 2025 Financial Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
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Clean Harbors, Inc. (NYSE:CLH) Q2 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Clean Harbors Second Quarter 2025 Financial Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
Clean Harbors, Inc. (NYSE:CLH) Q1 2025 Earnings Call Transcript
Operator: Greetings. And welcome to the Clean Harbors’ First Quarter 2025 Financial Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
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Clean Harbors, Inc. (NYSE:CLH) Q4 2024 Earnings Call Transcript
Michael McDonald: Greetings, and welcome to the Clean Harbors Fourth Quarter and Full Year 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
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