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Visualize Group LP

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13F filer, CIK 1994625, NEW YORK, NY

Visualize Group LP reported $242,902,239 across 10 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-26-000090

Period
2026-03-31
Reported value
$243M
Holdings
10
Top 10 weight
100%
New
5
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RBCnew+51,447$27.9M
CLHnew+96,300$27.6M
RSPnew+117,300$22.5M
HLTnew+54,240$16.5M
LYVnew+97,922$14.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WCNexited-228,759-$40.1M
ICEexited-198,463-$32.1M
BXexited-200,827-$31M
NOWexited-138,870-$21.3M
SPOTexited-33,356-$19.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001892688-26-000090, largest first. % of portfolio is the value over $242,902,239, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,436 shares; 2025Q1: 136,895 shares; 2025Q2: 305,991 shares; 2025Q3: 149,065 shares; 2025Q4: 73,765 shares; 2026Q1: 137,265 shares 137,265$30.1M12.38%+63,500Timeline
RBCRBC BEARINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,447 shares 51,447$27.9M11.5%newTimeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,802 shares; 2026Q1: 40,816 shares 40,816$27.8M11.45%+10,014Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,300 shares 96,300$27.6M11.37%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 11,750 shares; 2025Q2: 16,476 shares; 2025Q3: not reported; 2025Q4: 34,680 shares; 2026Q1: 40,751 shares 40,751$26.5M10.91%+6,071Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,522 shares; 2025Q1: 106,338 shares; 2025Q2: 136,895 shares; 2025Q3: 139,799 shares; 2025Q4: 141,209 shares; 2026Q1: 122,790 shares 122,790$25.9M10.67%-18,419Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,520 shares; 2026Q1: 42,116 shares 42,116$23.1M9.52%+596Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,300 shares 117,300$22.5M9.27%newTimeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,240 shares 54,240$16.5M6.79%newTimeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,922 shares 97,922$14.9M6.15%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WCNWASTE CONNECTIONS INC228,759$40.1Mshares
ICEINTERCONTINENTAL EXCHANGE IN198,463$32.1Mshares
BXBLACKSTONE INC200,827$31Mshares
NOWSERVICENOW INC138,870$21.3Mshares
SPOTSPOTIFY TECHNOLOGY S A33,356$19.4Mshares
CSGPCOSTAR GROUP INC214,388$14.4Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001892688-26-000090 base2026-05-15acceptance time not in the bulk data set