Tectonic Advisors 13F: Adds $941K to Clean Harbors (CLH) Stake
Key Points
- Tectonic Advisors boosted its investment in Clean Harbors, Inc. by 9.05% with the purchase of 3,034 shares, according to an October 22, 2026 filing.
- Tectonic Advisors held 36,545 $CLH shares at quarter end, up 9.05% from the prior quarter.
- Clean Harbors shares recently traded around $317.65, sitting 5.4% below their 52-week high of $335.94 as the company approaches its October 28 earnings report.
- Several company insiders completed stock transactions over recent months, including a director purchase and multiple sales by officers and board members.
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Tectonic Advisors expanded its position in Clean Harbors, Inc. (NYSE:CLH) by picking up 3,034 additional shares during the quarter. Disclosed in a Form 13F filing with the U.S. Securities and Exchange Commission on October 22, 2026, the purchase brought the firm's total holding to 36,545 shares. The stake was valued at approximately $11.3 million at the time of the report.
CLH
Clean Harbors, Inc.
What Changed in Tectonic Advisors's Clean Harbors Position
The fund increased its stake by 9.1%, moving from 33,511 shares up to 36,545 shares. Clean Harbors closed at $320.96 on the day of the filing.
Other Institutional Activity in Clean Harbors
Vaughan Nelson Investment Management, L.P. grew its holdings by 15,665 shares, ending with 386,540 shares worth about $115.5 million. Jupiter Topco LLC doubled its stake by adding 799,287 shares, finishing with 1,598,574 shares valued at roughly $510.8 million. D1 Capital Partners, LP reduced its investment by 22,750 shares to hold 1,315,501 shares worth about $420.4 million. ClearBridge Investments, LLC cut its position by 76,014 shares, leaving it with 1,126,744 shares valued at approximately $360.1 million.
Clean Harbors, Inc. Stock Down 0.5%
Clean Harbors recently traded around $317.65, down 1.0% from its filing-date close of $320.96. The stock sits 0.2% above its 50-day moving average of $317.01 and 7.2% above its 200-day moving average of $296.38. Shares remain 5.4% below their 52-week high of $335.94 while staying well above the 52-week low of $201.34.
Recent Earnings
Clean Harbors generated trailing twelve-month revenue of $6.24 billion alongside $8.29 in earnings per share. The business posted a net profit margin of 7.0% and a return on equity of 15.6%. Its next quarterly earnings report is scheduled for October 28, 2026.
Insider Buying and Selling at Clean Harbors, Inc.
Company insiders executed several trades across the spring and summer months. On May 11, 2026, director Karyn Polito bought 460 shares at $295.13 per share for a total value of $135,760. Later, on May 26, 2026, director Lauren C. States sold 789 shares at $286.19 per share, totaling $225,804. Director Andrea Robertson subsequently sold 789 shares on August 3, 2026, at $314.01 per share for a value of $247,754. Finally, officer Eric W. Gerstenberg sold 2,500 shares on August 14, 2026, at $321.34 per share, totaling $803,350.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. Barclays maintained its Equal-Weight rating while raising its price target from $325.00 to $335.00 on October 8. TD Cowen kept a Buy rating and lifted its target from $380.00 to $390.00 on October 14. Citigroup maintained a Buy rating, nudging its target from $376.00 to $378.00 on October 15. UBS upgraded the stock to Buy and raised its target from $325.00 to $375.00 on October 21. Baird kept an Outperform rating with a $365.00 target on October 22.
About Clean Harbors
Headquartered in Norwell, Massachusetts, Clean Harbors provides environmental and industrial services across the United States and Canada. The company operates through two main segments, focusing on environmental services and sustainability solutions like Safety-Kleen.
Bottom Line
Investors are keeping a close watch on the upcoming October 28 earnings release to gauge operational momentum. Additional institutional filings and analyst updates will offer further insight into how large holders view the waste management firm's valuation.
Related Filing Alerts
Source: Tectonic Advisors's 13F filing on $CLH (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts