Investor
Visualize Group LP
CIK 0001994625 · filed 2026-02-17 · SEC filing
13F book
$267.7M
Positions
11
Largest name
15.0%
Waste Connections, Inc. · WCN
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Waste Connections, Inc. | WCN | 228.8K | $40.1M | 15.0% | — | Held |
| Heico Corp New | — | 141.2K | $35.6M | 13.3% | — | Held |
| Intercontinental Exchange In | — | 198.5K | $32.1M | 12.0% | — | Held |
| Blackstone Inc. | BX | 200.8K | $31M | 11.6% | — | Held |
| Spdr S&P 500 Etf Tr | — | 34.7K | $23.6M | 8.8% | — | Held |
| ServiceNow, Inc. | NOW | 138.9K | $21.3M | 7.9% | — | Held |
| Spotify Technology S.A. | SPOT | 33.4K | $19.4M | 7.2% | — | Held |
| Quanta Svcs Inc | — | 41.5K | $17.5M | 6.5% | — | Held |
| Curtiss Wright Corp | CW | 30.8K | $17M | 6.3% | — | Held |
| Republic Svcs Inc | — | 73.8K | $15.6M | 5.8% | — | Held |
| Costar Group, Inc. | CSGP | 214.4K | $14.4M | 5.4% | — | Held |
Positions as of Q4 2025. 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.