Visualize Group LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Visualize Group LP disclosed 10 US equity positions worth $242.9m in its Q1 2026 13F filing. The largest position was RSG at 12.4% of the reported book, followed by RBC and CW.
What did Visualize Group LP own in Q1 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RSG REPUBLIC SVCS INC | Industrials | 12.4% | $30.1m | 137,265 | – | |
| 2 | RBC RBC BEARINGS INC | Industrials | 11.5% | $27.9m | 51,447 | – | |
| 3 | CW CURTISS WRIGHT CORP | Industrials | 11.4% | $27.8m | 40,816 | – | |
| 4 | CLH CLEAN HARBORS INC | Industrials | 11.4% | $27.6m | 96,300 | – | |
| 5 | SPY STATE STR SPDR S&P 500 ETF T | 10.9% | $26.5m | 40,751 | – | ||
| 6 | HEI/A HEICO CORP NEW | 10.7% | $25.9m | 122,790 | – | ||
| 7 | PWR QUANTA SVCS INC | Industrials | 9.5% | $23.1m | 42,116 | – | |
| 8 | RSP INVESCO EXCHANGE TRADED FD T | 9.3% | $22.5m | 117,300 | – | ||
| 9 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 6.8% | $16.5m | 54,240 | – | |
| 10 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 6.1% | $14.9m | 97,922 | – |
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.