Visualize Group LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Visualize Group LP reported 12 stock positions worth $158.0 million. Its top holding was Waste Connections (WCN) at 19.8% of the portfolio, followed by Autodesk (ADSK, 13.1%) and Brown & Brown (BRO, 10.8%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001994625
- Portfolio Value
- $158.0M (Q4 2024)
- SEC Filing
- 0001892688-25-000097 ↗ filed Feb 14, 2025
Holdings Value
Holdings 12 stocks · $158.0M
| WCN Waste Connections Inc. | 19.76% | 181,989 | $31.2M | — |
| ADSK Autodesk Inc. | 13.12% | 70,134 | $20.7M | — |
| BRO Brown & Brown Inc. | 10.80% | 167,200 | $17.1M | — |
| CSGP Costar Group Inc. | 9.99% | 220,391 | $15.8M | — |
| FISV Fiserv Inc. | 9.88% | 76,000 | $15.6M | — |
| ICE Intercontinental Exchange Inc. | 8.18% | 86,700 | $12.9M | — |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 6.07% | 54,700 | $9.6M | — |
| HEI.A Heico Corp. Class A | 5.95% | 50,522 | $9.4M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.56% | 15,000 | $8.8M | — |
| RSG Republic Services Inc. | 5.53% | 43,436 | $8.7M | — |
| NICE Nice Ltd. - Spon ADR | 3.06% | 28,515 | $4.8M | — |
| VIVID SEATS INC | 2.11% | 718,676 | $3.3M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $290.5M | RSP, SPY, RBC, CW, PWR |
| Q1 2026 | 10 | $242.9M | RSG, RBC, CW, CLH, SPY |
| Q4 2025 | 11 | $267.7M | WCN, HEI.A, ICE, BX, SPY |
| Q3 2025 | 10 | $298.6M | WCN, CSGP, HEI.A, RSG, AJG |
| Q2 2025 | 11 | $299.6M | IIIV, WCN, RSG, HEI.A, ADSK |
| Q1 2025Amended | 14 | $303.6M | WCN, BRO, RSG, CSGP, ADSK |
| Q4 2024 | 12 | $158.0M | WCN, ADSK, BRO, CSGP, FISV |