Visualize Group LP
- SEC CIK
- 0001994625
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 10
- −1 vs. Q2 2025
- Portfolio value
- $298.6M
- +$54.0M (+22.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WCNWaste Connections, Inc. | COM | 228,139 | $40.1M | 13.4% | +112,405+97.1% | Added | History |
| CSGPCostar Group, Inc. | COM | 428,838 | $36.2M | 12.1% | +349,872+443.1% | Added | History |
| HEI.AHeico Corp | CL A | 139,799 | $35.5M | 11.9% | +2,904+2.1% | Added | History |
| RSGRepublic Services, Inc. | COM | 149,065 | $34.2M | 11.5% | −156,926−51.3% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 106,294 | $32.9M | 11.0% | +106,294 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 190,653 | $32.1M | 10.8% | +34,553+22.1% | Added | History |
| BXBlackstone Inc. | COM | 186,892 | $31.9M | 10.7% | +186,892 | New | History |
| SPOTSpotify Technology S.A. | Stock | 42,576 | $29.7M | 10.0% | +42,576 | New | History |
| NOWServiceNow, Inc. | Stock | 25,614 | $23.6M | 7.9% | +25,614 | New | History |
| ACELAccel Entertainment, Inc. | COM CL A1 | 206,006 | $2.28M | 0.8% | +206,006 | New | History |
Sold out since Q2 2025 (6)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| ADSKAutodesk, Inc. | COM | 404,091 | $32.5M | 13.3% | History |
| FISVFiserv Inc | Stock | 106,338 | $27.5M | 11.3% | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,476 | $16.9M | 6.9% | History |
| CWSTCasella Waste Systems Inc | CL A | 19,695 | $15.1M | 6.2% | History |
| BROBrown & Brown, Inc. | Stock | 75,100 | $11.2M | 4.6% | History |
| IIIVi3 Verticals, Inc. | COM CL A | 294,689 | – | – | History |