Visualize Group LP
Net seller this quarter
$291M
10
-$1.91M
85.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $38.3M | 13.18% | Not reported | +25.8% | Q4 2024 |
 RBC | $33.1M | 11.41% | 0.16% | Not reported | Q1 2026 |
 CW | $30.9M | 10.65% | 0.11% | Not reported | Q4 2025 |
 PWR | $30.3M | 10.44% | 0.03% | Not reported | Q4 2025 |
 CLH | $28.8M | 9.90% | 0.18% | Not reported | Q1 2026 |
 RSG | $28.1M | 9.67% | 0.04% | -3.9% | Q4 2024 |
 HLT | $17.9M | 6.17% | 0.02% | Not reported | Q1 2026 |
 AMZN | $17.3M | 5.95% | 0.00% | New | Q2 2026 |
 BKR | $15.8M | 5.45% | 0.03% | New | Q2 2026 |
 XPO | $7.86M | 2.71% | 0.03% | New | Q2 2026 |
| Q1 2026 | |||||
| RSG | $30.1M | 12.38% | 0.04% | +86.1% | Q4 2024 |
| RBC | $27.9M | 11.50% | 0.16% | New | Q1 2026 |
| CW | $27.8M | 11.45% | 0.11% | +32.5% | Q4 2025 |
| CLH | $27.6M | 11.37% | 0.18% | New | Q1 2026 |
| SPY | $26.5M | 10.91% | Not reported | +17.5% | Q4 2024 |
 HEI.A | $25.9M | 10.67% | Not reported | -13.0% | Q4 2024 |
| PWR | $23.1M | 9.52% | 0.03% | +1.4% | Q4 2025 |
| HLT | $16.5M | 6.79% | 0.02% | New | Q1 2026 |
 LYV | $14.9M | 6.15% | 0.04% | New | Q1 2026 |
| Q4 2025 | |||||
 WCN | $40.1M | 14.98% | 0.09% | +0.3% | Q4 2024 |
| HEI.A | $35.6M | 13.32% | Not reported | +1.0% | Q4 2024 |
 ICE | $32.1M | 12.01% | 0.04% | +4.1% | Q4 2024 |
 BX | $31M | 11.56% | 0.03% | +7.5% | Q3 2025 |
| SPY | $23.6M | 8.83% | Not reported | Not reported | Q4 2024 |
 NOW | $21.3M | 7.95% | 0.01% | +8.4% | Q1 2025 |
 SPOT | $19.4M | 7.24% | 0.02% | -21.7% | Q3 2025 |
| PWR | $17.5M | 6.55% | 0.03% | New | Q4 2025 |
| CW | $17M | 6.34% | 0.08% | New | Q4 2025 |
| RSG | $15.6M | 5.84% | 0.02% | -50.5% | Q4 2024 |
 CSGP | $14.4M | 5.38% | 0.05% | -50.0% | Q4 2024 |
| Q3 2025 | |||||
| WCN | $40.1M | 13.43% | 0.09% | +97.1% | Q4 2024 |
| CSGP | $36.2M | 12.12% | 0.10% | +443.1% | Q4 2024 |
| HEI.A | $35.5M | 11.90% | Not reported | +2.1% | Q4 2024 |
| RSG | $34.2M | 11.46% | 0.05% | -51.3% | Q4 2024 |
 AJG | $32.9M | 11.03% | 0.04% | New | Q3 2025 |
| ICE | $32.1M | 10.76% | 0.03% | +22.1% | Q4 2024 |
| BX | $31.9M | 10.69% | 0.03% | New | Q3 2025 |
| SPOT | $29.7M | 9.95% | 0.02% | New | Q3 2025 |
| NOW | $23.6M | 7.90% | 0.01% | Not reported | Q1 2025 |
 ACEL | $2.28M | 0.76% | 0.24% | New | Q3 2025 |