Visualize Group LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Visualize Group LP disclosed 10 US equity positions worth $298.6m in its Q3 2025 13F filing. The largest position was WCN at 13.4% of the reported book, followed by CSGP and HEI/A. Against the Q2 2025 filing, it opened 5 new positions, added to 4 and reduced 1 among the top 10 holdings.
What did Visualize Group LP own in Q3 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WCN WASTE CONNECTIONS INC | Industrials | 13.4% | $40.1m | 228,139 | 97% | added |
| 2 | CSGP COSTAR GROUP INC | Real Estate | 12.1% | $36.2m | 428,838 | 443% | added |
| 3 | HEI/A HEICO CORP NEW | 11.9% | $35.5m | 139,799 | 2% | added | |
| 4 | RSG REPUBLIC SVCS INC | Industrials | 11.5% | $34.2m | 149,065 | -51% | reduced |
| 5 | AJG GALLAGHER ARTHUR J & CO | Financial Services | 11.0% | $32.9m | 106,294 | – | new |
| 6 | ICE INTERCONTINENTAL EXCHANGE IN | Financial Services | 10.8% | $32.1m | 190,653 | 22% | added |
| 7 | BX BLACKSTONE INC | Financial Services | 10.7% | $31.9m | 186,892 | – | new |
| 8 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 10.0% | $29.7m | 42,576 | – | new |
| 9 | NOW SERVICENOW INC | Technology | 7.9% | $23.6m | 25,614 | – | new |
| 10 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 0.8% | $2.3m | 206,006 | – | new |
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.