Visualize Group Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$242.9M
Q ending 2026-03-31
Prior quarter
$267.7M
Q ending 2025-12-31
Change
-9.3% QoQ · -20.0% YoY
Positions
10
reported holdings
Largest positions
All 10 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Republic Svcs Inc | RSG | Shares | $30.1M | 137K |
| Rbc Bearings Inc | RBC | Shares | $27.9M | 51K |
| Curtiss Wright Corp | CW | Shares | $27.8M | 41K |
| Clean Harbors Inc | CLH | Shares | $27.6M | 96K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $26.5M | 41K |
| Heico Corp New | HEI/A | Shares | $25.9M | 123K |
| Quanta Svcs Inc | PWR | Shares | $23.1M | 42K |
| Invesco Exchange Traded Fd T | RSP | Shares | $22.5M | 117K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $16.5M | 54K |
| Live Nation Entertainment In | LYV | Shares | $14.9M | 98K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.