Visualize Group LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Visualize Group LP disclosed 11 US equity positions worth $299.6m in its Q2 2025 13F filing. The largest position was IIIV at 18.4% of the reported book, followed by WCN and RSG. Against the Q1 2025 filing, it opened 0 new positions, added to 5 and reduced 5 among the top 11 holdings.
What did Visualize Group LP own in Q2 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IIIV WASTE CONNECTIONS INC | 18.4% | $55.0m | 294,689 | 4% | added | |
| 2 | WCN AUTODESK INC | Industrials | 12.0% | $35.8m | 115,734 | -61% | reduced |
| 3 | RSG BROWN & BROWN INC | Industrials | 11.3% | $33.9m | 305,991 | 124% | added |
| 4 | HEI/A REPUBLIC SVCS INC | 11.3% | $33.8m | 136,895 | 29% | added | |
| 5 | ADSK COSTAR GROUP INC | Technology | 10.8% | $32.5m | 404,091 | 249% | added |
| 6 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 9.6% | $28.6m | 156,100 | 0% | held |
| 7 | FISV HEICO CORP NEW | 9.2% | $27.5m | 106,338 | -13% | reduced | |
| 8 | SPY SERVICENOW INC | 5.7% | $16.9m | 16,476 | 40% | added | |
| 9 | CWST SPOTIFY TECHNOLOGY S A | Industrials | 5.0% | $15.1m | 19,695 | -75% | reduced |
| 10 | BRO BLACKSTONE INC | Financial Services | 3.7% | $11.2m | 75,100 | -75% | reduced |
| 11 | CSGP CASELLA WASTE SYS INC | Real Estate | 3.0% | $9.1m | 78,966 | -80% | reduced |
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.