13F HOLDINGS REPORT
Visualize Group LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001892688-25-000128
Total Value
$185.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WASTE CONNECTIONS INC | WCN | 181,989 | $35.5M | 19.13% |
| 2 | BROWN & BROWN INC | BRO | 185,094 | $23.0M | 12.40% |
| 3 | REPUBLIC SVCS INC | 760759100 | 82,808 | $20.1M | 10.80% |
| 4 | COSTAR GROUP INC | CSGP | 244,435 | $19.4M | 10.43% |
| 5 | AUTODESK INC | ADSK | 70,134 | $18.4M | 9.89% |
| 6 | FISERV INC | FISV | 76,000 | $16.8M | 9.04% |
| 7 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 94,424 | $16.3M | 8.77% |
| 8 | HEICO CORP NEW | HEI-A | 56,122 | $11.8M | 6.38% |
| 9 | SPDR S&P 500 ETF TR | SPY | 11,750 | $6.6M | 3.54% |
| 10 | CASELLA WASTE SYS INC | CWST | 48,875 | $5.5M | 2.93% |
| 11 | I3 VERTICALS INC | IIIV | 214,400 | $5.3M | 2.85% |
| 12 | SERVICENOW INC | NOW | 6,300 | $5.0M | 2.70% |
| 13 | VIVID SEATS INC | SEATW | 718,676 | $2.1M | 1.15% |