Visualize Group LP
Top Portfolio Positions
8 positions ·
$194,470,280 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RSG |
Republic Services, Inc.
Industrials
|
137,265 | $30,063,780 | 15.46% |
| RBC |
RBC Bearings INC
Industrials
|
51,447 | $27,941,894 | 14.37% |
| CW |
Curtiss Wright Corp
Industrials
|
40,816 | $27,800,593 | 14.30% |
| CLH |
Clean Harbors Inc
Industrials
|
96,300 | $27,612,099 | 14.20% |
| SPY |
Spdr S&P 500 Etf Trust
|
40,751 | $26,502,005 | 13.63% |
| PWR |
Quanta Services, Inc.
Industrials
|
42,116 | $23,122,526 | 11.89% |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
54,240 | $16,493,299 | 8.48% |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
97,922 | $14,934,084 | 7.68% |
Portfolio Trend
Holdings in RBC
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,941,894 | 51,447 | Shares | Sole | 2026-05-15 | |
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