Visualize Group LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Visualize Group LP reported 10 stock positions worth $242.9 million. Its top holding was Republic Services (RSG) at 12.4% of the portfolio, followed by RBC Bearings (RBC, 11.5%) and Curtiss-Wright (CW, 11.4%). Compared with Q4 2025, it opened 5 new positions, sold out of 6, added to 4 and reduced 1. The biggest buy was a new position in RBC Bearings (RBC) and the biggest sale an exit from Waste Connections (WCN).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001994625
- Portfolio Value
- $242.9M (Q1 2026)
- SEC Filing
- 0001892688-26-000090 ↗ filed May 15, 2026
Holdings Value
Holdings 10 stocks · $242.9M
| RSG Republic Services Inc. | 12.38% | 137,265 | $30.1M | Add +86.1% |
| RBC RBC Bearings Inc. | 11.50% | 51,447 | $27.9M | New |
| CW Curtiss-Wright Corp. | 11.45% | 40,816 | $27.8M | Add +32.5% |
| CLH Clean Harbors Inc. | 11.37% | 96,300 | $27.6M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.91% | 40,751 | $26.5M | Add +17.5% |
| HEI.A Heico Corp. Class A | 10.67% | 122,790 | $25.9M | Reduce -13.0% |
| PWR Quanta Services Inc. | 9.52% | 42,116 | $23.1M | Add +1.4% |
| RSP Invesco S&P 500 Equal Weight | 9.27% | 117,300 | $22.5M | New |
| HLT Hilton Worldwide Holdings Inc. | 6.79% | 54,240 | $16.5M | New |
| LYV Live Nation Entertainment Inc. | 6.15% | 97,922 | $14.9M | New |
Portfolio Sells Q4 2025 → Q1 2026
| WCN Waste Connections Inc. | Sold out | 0.00% | −14.98 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −12.01 |
| BX Blackstone Inc. | Sold out | 0.00% | −11.56 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −7.95 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −7.24 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −5.38 |
| HEI.A Heico Corp. Class A | Reduce -13.0% | 10.67% | −2.64 |
Portfolio Buys Q4 2025 → Q1 2026
| RBC RBC Bearings Inc. | New | 11.50% | +11.50 |
| CLH Clean Harbors Inc. | New | 11.37% | +11.37 |
| RSP Invesco S&P 500 Equal Weight | New | 9.27% | +9.27 |
| HLT Hilton Worldwide Holdings Inc. | New | 6.79% | +6.79 |
| RSG Republic Services Inc. | Add +86.1% | 12.38% | +6.54 |
| LYV Live Nation Entertainment Inc. | New | 6.15% | +6.15 |
| CW Curtiss-Wright Corp. | Add +32.5% | 11.45% | +5.10 |
| PWR Quanta Services Inc. | Add +1.4% | 9.52% | +2.97 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +17.5% | 10.91% | +2.08 |
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 |