Visualize Group LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Visualize Group LP disclosed 12 US equity positions worth $158.0m in its Q4 2024 13F filing. The largest position was WCN at 19.8% of the reported book, followed by ADSK and BRO.
What did Visualize Group LP own in Q4 2024? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WCN WASTE CONNECTIONS INC | Industrials | 19.8% | $31.2m | 181,989 | – | |
| 2 | ADSK AUTODESK INC | Technology | 13.1% | $20.7m | 70,134 | – | |
| 3 | BRO BROWN & BROWN INC | Financial Services | 10.8% | $17.1m | 167,200 | – | |
| 4 | CSGP COSTAR GROUP INC | Real Estate | 10.0% | $15.8m | 220,391 | – | |
| 5 | FISV FISERV INC | 9.9% | $15.6m | 76,000 | – | ||
| 6 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 8.2% | $12.9m | 86,700 | – | |
| 7 | JKHY HENRY JACK & ASSOC INC | Technology | 6.1% | $9.6m | 54,700 | – | |
| 8 | HEI/A HEICO CORP NEW | 5.9% | $9.4m | 50,522 | – | ||
| 9 | SPY SPDR S&P 500 ETF TR | 5.6% | $8.8m | 15,000 | – | ||
| 10 | RSG REPUBLIC SVCS INC | Industrials | 5.5% | $8.7m | 43,436 | – | |
| 11 | NICE NICE LTD | Technology | 3.1% | $4.8m | 28,515 | – | |
| 12 | VIVID SEATS INC | 2.1% | $3.3m | 718,676 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.