Visualize Group LP
- SEC CIK
- 0001994625
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 11
- +1 vs. Q1 2026
- Portfolio value
- $290.5M
- +$47.6M (+19.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XPOXPO, Inc. | COM | 38,286 | $7.86M | 2.7% | +38,286 | New | History |
| BKRBaker Hughes Co | CL A | 285,400 | $15.8M | 5.5% | +285,400 | New | History |
| AMZNAmazon Com Inc | Stock | 72,500 | $17.3M | 5.9% | +72,500 | New | History |
| HLTHilton Worldwide Holdings Inc. | COM | 54,240 | $17.9M | 6.2% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 131,865 | $28.1M | 9.7% | −5,400−3.9% | Reduced | History |
| CLHClean Harbors Inc | COM | 96,300 | $28.8M | 9.9% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 42,116 | $30.3M | 10.4% | 00.0% | Unchanged | History |
| CWCurtiss Wright Corp | Stock | 40,816 | $30.9M | 10.6% | 00.0% | Unchanged | History |
| RBCRBC Bearings INC | COM | 51,447 | $33.1M | 11.4% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 51,271 | $38.3M | 13.2% | +10,520+25.8% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 197,700 | $42.1M | 14.5% | +80,400+68.5% | Added | – |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.