Does Clean Harbors (CLH) Have a Multi-Year Runway For Both Organic Revenue and Margin Expansion?
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Select Equity Group Robert Joseph Caruso | 1,751,478 | $403,085,147 | +5% | 1.6% |
2. | Impax Asset Management Ian Simm | 434,806 | $98,841,448 | -2% | 0.44% |
3. | Marshall Wace LLP Paul Marshall And Ian Wace | 332,004 | $76,407,400 | -2% | 0.09% |
4. | MD Sass Martin D. Sass | 278,358 | $64,061,310 | -15% | 4.81% |
5. | 12th Street Asset Management Michael O'keefe | 186,317 | $42,879,093 | +1% | 7.06% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$88.35 | 2,000 | Officer | 70,440 | 2022-05-12 | Filing | |
$32.80 | 500 | Officer | 13,027 | 2020-03-19 | Filing | |
$46.45 | 1,650 | Officer | 38,228 | 2020-05-13 | Filing | |
$39.00 | 641 | Officer | 18,254 | 2020-03-23 | Filing | |
$39.15 | 1,275 | Officer | 17,613 | 2020-03-18 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$239.04 | 308 | 12,226 | 2025-01-15 | Filing | ||
$245.06 | 308 | 12,534 | 2024-12-16 | Filing | ||
$261.31 | 861 | 59,346 | 2024-11-27 | Filing | ||
$249.78 | 308 | 12,842 | 2024-11-15 | Filing | ||
$250.42 | 6,051 | 55,657 | 2024-11-15 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 4,660,246 | $1,072,509,015 | 0.02% | |
2. | 4,659,064 | $1,072,236,989 | 0.01% | |
3. | 4,044,092 | $930,707,333 | 0.17% | |
4. | 1,682,940 | $387,311,786 | 0.02% | |
5. | 1,658,128 | $381,601,578 | 0.41% |