Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Visualize Group LP (CIK 1994625) reported $242.9M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSG ($30.1M, 12.38%), RBC ($27.9M, 11.50%), CW ($27.8M, 11.45%), CLH ($27.6M, 11.37%), SPY ($26.5M, 10.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSG | REPUBLIC SVCS INC | $30.1M | 12.38% | 137,265 | Added |
| 2 | RBC | RBC BEARINGS INC | $27.9M | 11.50% | 51,447 | New |
| 3 | CW | CURTISS WRIGHT CORP | $27.8M | 11.45% | 40,816 | Added |
| 4 | CLH | CLEAN HARBORS INC | $27.6M | 11.37% | 96,300 | New |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $26.5M | 10.91% | 40,751 | Added |
| 6 | HEI.A | HEICO CORP NEW | $25.9M | 10.67% | 122,790 | Trimmed |
| 7 | PWR | QUANTA SVCS INC | $23.1M | 9.52% | 42,116 | Added |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $22.5M | 9.27% | 117,300 | New |
| 9 | HLT | HILTON WORLDWIDE HLDGS INC | $16.5M | 6.79% | 54,240 | New |
| 10 | LYV | LIVE NATION ENTERTAINMENT IN | $14.9M | 6.15% | 97,922 | New |
| 11 | BX | BLACKSTONE INC | $0 | 0.00% | 0 | Exited |
| 12 | CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | Exited |
| 13 | ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | Exited |
| 14 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | Exited |
| 15 | WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | Exited |
| 16 | SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31