Investor
Visualize Group LP
CIK 0001994625 · filed 2026-05-15 · SEC filing
13F book
$242.9M
Positions
10
5 new · 6 sold
Largest name
12.4%
Republic Svcs Inc
Est. mark
$3.62M
Price effect on 5 names still held. Flow −$28.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Republic Svcs Inc | — | 137.3K | $30.1M | 12.4% | $523K | Added$14.4M |
| Rbc Bearings Inc | RBC | 51.4K | $27.9M | 11.5% | — | New |
| Curtiss Wright Corp | CW | 40.8K | $27.8M | 11.4% | $4M | Added$10.8M |
| Clean Harbors Inc | CLH | 96.3K | $27.6M | 11.4% | — | New |
| Spdr S&P 500 Etf Tr | — | 40.8K | $26.5M | 10.9% | −$1.1M | Added$2.85M |
| Heico Corp New | — | 122.8K | $25.9M | 10.7% | −$5.08M | Cut−$9.73M |
| Quanta Svcs Inc | — | 42.1K | $23.1M | 9.5% | $5.27M | Added$5.6M |
| Invesco Exchange Traded Fd T | — | 117.3K | $22.5M | 9.3% | — | New |
| Hilton Worldwide Hldgs Inc | — | 54.2K | $16.5M | 6.8% | — | New |
| Live Nation Entertainment In | — | 97.9K | $14.9M | 6.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.