13F HOLDINGS REPORT
Visualize Group LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001892688-25-000202
Total Value
$298.6M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WASTE CONNECTIONS INC | WCN | 228,139 | $40.1M | 13.43% |
| 2 | COSTAR GROUP INC | CSGP | 428,838 | $36.2M | 12.12% |
| 3 | HEICO CORP NEW | HEI-A | 139,799 | $35.5M | 11.90% |
| 4 | REPUBLIC SVCS INC | 760759100 | 149,065 | $34.2M | 11.46% |
| 5 | GALLAGHER ARTHUR J & CO | 363576109 | 106,294 | $32.9M | 11.03% |
| 6 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 190,653 | $32.1M | 10.76% |
| 7 | BLACKSTONE INC | BX | 186,892 | $31.9M | 10.69% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 42,576 | $29.7M | 9.95% |
| 9 | SERVICENOW INC | NOW | 25,614 | $23.6M | 7.90% |
| 10 | ACCEL ENTERTAINMENT INC | ACEL | 206,006 | $2.3M | 0.76% |