SCHEDULE: D1 Capital Partners Discloses Clean Harbors Stake

D1 Capital Partners L.P. and Daniel Sundheim have reported beneficial ownership of 2.5% of Clean Harbors Inc. common stock as of March 31, 2026.

Summary

• D1 Capital Partners L.P. and Daniel Sundheim have filed a Schedule 13G, indicating their beneficial ownership of Clean Harbors Inc. common stock.
• As of March 31, 2026, the reporting persons collectively hold 1,338,281 shares, representing 2.5% of the company's outstanding common stock.
• The shares are held through an investment vehicle managed by D1 Capital Partners L.P., with Daniel Sundheim indirectly controlling the investment manager.
• The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports ownership and does not contain operational or financial performance data, nor does it indicate any intent to influence the company's control.

Positives

• D1 Capital Partners L.P. and Daniel Sundheim have taken a significant stake, indicating confidence in Clean Harbors Inc.'s future prospects.
• The reporting persons are established investment entities, suggesting a strategic investment rather than speculative trading.

Negatives

• The filing does not provide specific details on the acquisition cost or the exact timing of the share purchases.
• The 2.5% stake, while notable, does not represent a controlling interest, limiting immediate influence on corporate strategy.

Risks

• The filing does not explicitly mention any risks associated with this investment.
• Potential future changes in D1 Capital Partners' investment strategy could lead to the sale of these shares, impacting market price.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from the reporting persons regarding their future intentions with Clean Harbors Inc. stock.

Management Comments

• "The filing of this statement should not be construed as an admission that any Reporting Person is, for the purposes of Section 13 of the Securities Exchange Act of 1934, as amended, the beneficial owner of the securities reported herein."
• "The Investment Vehicle (and/or its subsidiary) has the right to receive and the power to direct the receipt of dividends from, and the proceeds from the sale of, the shares of Common Stock reported herein."
• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11."

Industry Context

StockSavvy.ai notes that Schedule 13G filings typically indicate passive investments by institutional investors. D1 Capital Partners L.P. is a known investment manager, and their filing suggests a strategic, non-controlling stake in Clean Harbors Inc., aligning with typical institutional investment patterns in the environmental services sector.

Stakeholder Impact

• Shareholders: The filing may signal increased institutional interest in Clean Harbors Inc., potentially influencing market perception and share price.
• Management: The 2.5% stake by a known investment manager may prompt management to consider the perspective of significant passive investors.
• Creditors: No direct impact on creditors is indicated by this filing.

Next Steps

• Monitor future filings by D1 Capital Partners L.P. and Daniel Sundheim for any changes in their beneficial ownership of Clean Harbors Inc. stock.
• Observe Clean Harbors Inc.'s future financial reports and strategic announcements for potential impacts of institutional investor interest.

Key Dates

Keywords

Clean Harbors Inc., Schedule 13G, D1 Capital Partners L.P., Daniel Sundheim, Beneficial Ownership, Investment, Securities Filing, Common Stock, SEC Filing