Institutional Fund
Visualize Group LP
New York, NYCIK 19946256 filings on record
Portfolio Value
$242.90M
Q1 2026
Holdings
10
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-9.3%
from $267.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Republic Svcs Inc12.4%
- Rbc Bearings Inc11.5%
- Curtiss Wright Corp11.4%
- Clean Harbors Inc11.4%
- Spdr S&P 500 ETF Tr10.9%
- Heico Corp New10.7%
- Other31.7%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Republic Svcs Inc | 137.3K | $30.06M | 12.4% | +63.5K | Added |
| 2 | Rbc Bearings Inc | 51.4K | $27.94M | 11.5% | +51.4K | New |
| 3 | Curtiss Wright Corp | 40.8K | $27.80M | 11.4% | +10.0K | Added |
| 4 | Clean Harbors Inc | 96.3K | $27.61M | 11.4% | +96.3K | New |
| 5 | Spdr S&P 500 ETF Tr | 40.8K | $26.50M | 10.9% | +6.1K | Added |
| 6 | Heico Corp New | 122.8K | $25.92M | 10.7% | −18.4K | Reduced |
| 7 | Quanta Svcs Inc | 42.1K | $23.12M | 9.5% | +596 | Added |
| 8 | Invesco Exchange Traded Fd T | 117.3K | $22.51M | 9.3% | +117.3K | New |
| 9 | Hilton Worldwide Hldgs Inc | 54.2K | $16.49M | 6.8% | +54.2K | New |
| 10 | Live Nation Entertainment In | 97.9K | $14.93M | 6.1% | +97.9K | New |