Visualize Group Lp Top Holdings and 13F Report (2025) About Visualize Group LpInvestment ActivityVisualize Group Lp has $299.58 million in total holdings as of June 30, 2025.Visualize Group Lp owns shares of 11 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 18.78% of the portfolio was purchased this quarter.About 63.71% of the portfolio was sold this quarter.This quarter, Visualize Group Lp has purchased 14 new stocks and bought additional shares in 5 stocks.Visualize Group Lp sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings i3 Verticals $55,024,330Waste Connections $35,827,774Republic Services $33,925,222Heico $33,759,676Autodesk $32,488,916 Largest Purchases this Quarter Autodesk 288,357 shares (about $23.18M)Republic Services 169,096 shares (about $18.75M)Heico 30,557 shares (about $7.54M)SPDR S&P 500 ETF Trust 4,726 shares (about $4.86M)i3 Verticals 10,402 shares (about $1.94M) Largest Sales this Quarter Waste Connections 178,955 shares (about $55.40M)Casella Waste Systems 59,271 shares (about $45.48M)CoStar Group 325,125 shares (about $37.51M)Brown & Brown 230,891 shares (about $34.54M)Fiserv 15,284 shares (about $3.95M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVisualize Group Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIIIVi3 Verticals$55,024,330$1,942,261 ▲3.7%294,68918.4%Computer and TechnologyWCNWaste Connections$35,827,774$55,399,099 ▼-60.7%115,73412.0%Business ServicesRSGRepublic Services$33,925,222$18,747,673 ▲123.5%305,99111.3%Business ServicesHEI.AHeico$33,759,676$7,535,662 ▲28.7%136,89511.3%AerospaceADSKAutodesk$32,488,916$23,183,903 ▲249.2%404,09110.8%Computer and TechnologyICEIntercontinental Exchange$28,639,6670.0%156,1009.6%FinanceFIFiserv$27,514,958$3,954,735 ▼-12.6%106,3389.2%Business ServicesSPYSPDR S&P 500 ETF Trust$16,938,646$4,858,706 ▲40.2%16,4765.7%FinanceCWSTCasella Waste Systems$15,112,761$45,481,008 ▼-75.1%19,6955.0%Business ServicesBROBrown & Brown$11,233,458$34,536,676 ▼-75.5%75,1003.7%FinanceCSGPCoStar Group$9,111,097$37,512,922 ▼-80.5%78,9663.0%Computer and TechnologyNOWServiceNow$0$7,754,404 ▼-100.0%00.0%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$0$4,087,708 ▼-100.0%00.0%ETFSEATVivid Seats$0$2,127,281 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
