Visualize Group LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), Visualize Group LP reported 14 stock positions worth $303.6 million. Its top holding was Waste Connections (WCN) at 18.9% of the portfolio, followed by Brown & Brown (BRO, 12.5%) and Republic Services (RSG, 10.9%). Compared with Q4 2024, it opened 4 new positions, sold out of 2, added to 8 and reduced 1. The biggest buy was Republic Services (RSG, shares +215%) and the biggest sale an exit from Jack Henry & Associates (JKHY).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001994625
- Portfolio Value
- $303.6M (Q1 2025)
- SEC Filing
- 0001892688-25-000130 ↗ filed May 16, 2025
Holdings Value
Holdings 14 stocks · $303.6M
| WCN Waste Connections Inc. | 18.94% | 294,689 | $57.5M | Add +61.9% |
| BRO Brown & Brown Inc. | 12.54% | 305,991 | $38.1M | Add +83.0% |
| RSG Republic Services Inc. | 10.92% | 136,895 | $33.2M | Add +215.2% |
| CSGP Costar Group Inc. | 10.54% | 404,091 | $32.0M | Add +83.3% |
| ADSK Autodesk Inc. | 9.98% | 115,734 | $30.3M | Add +65.0% |
| ICE Intercontinental Exchange Inc. | 8.87% | 156,100 | $26.9M | Add +80.0% |
| FISV Fiserv Inc. | 8.85% | 121,622 | $26.9M | Add +60.0% |
| HEI.A Heico Corp. Class A | 7.39% | 106,338 | $22.4M | Add +110.5% |
| CWST Casella Waste Systems Inc. Class A | 2.90% | 78,966 | $8.8M | New |
| NOW ServiceNow Inc. | 2.55% | 9,740 | $7.8M | New |
| IIIV I3 Verticals Inc. Class A | 2.31% | 284,287 | $7.0M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.16% | 11,750 | $6.6M | Reduce -21.7% |
| RSP Invesco S&P 500 Equal Weight | 1.35% | 23,597 | $4.1M | New |
| VIVID SEATS INC | 0.70% | 718,676 | $2.1M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| RSG Republic Services Inc. | Add +215.2% | 10.92% | +5.39 |
| CWST Casella Waste Systems Inc. Class A | New | 2.90% | +2.90 |
| NOW ServiceNow Inc. | New | 2.55% | +2.55 |
| IIIV I3 Verticals Inc. Class A | New | 2.31% | +2.31 |
| BRO Brown & Brown Inc. | Add +83.0% | 12.54% | +1.74 |
| HEI.A Heico Corp. Class A | Add +110.5% | 7.39% | +1.44 |
| RSP Invesco S&P 500 Equal Weight | New | 1.35% | +1.35 |
| ICE Intercontinental Exchange Inc. | Add +80.0% | 8.87% | +0.69 |
| CSGP Costar Group Inc. | Add +83.3% | 10.54% | +0.56 |
| WCN Waste Connections Inc. | Add +61.9% | 18.94% | −0.82 |
| FISV Fiserv Inc. | Add +60.0% | 8.85% | −1.03 |
| ADSK Autodesk Inc. | Add +65.0% | 9.98% | −3.14 |
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 |