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Visualize Group LP
The Visualize Group LP is a Delaware limited partnership registered as an investment adviser, headquartered in New York, NY. The firm was founded in 2020, with investment advisory services beginning in November 2023. Visualize operates as an investment partnership making high-conviction and long-duration investments in generationally enduring businesses, working either as a control or lead, non-control investor. The firm serves both public and private companies, focusing on collaborative partnerships with management teams.
Investment Strategy
Visualize employs a 'Cornerstone & Control' strategy, investing alongside aligned management teams in both public and private companies. The firm seeks to make high-conviction, long-duration investments in businesses that possess the potential to endure across generations, typically as a control or lead, non-control investor. Their approach is collaborative, consultative, and concentrated, emphasizing partnership with company leadership.
Latest 13F Filing Activity
Visualize Group LP filed their most recent 13F report on Jun 30, 2025 disclosing 11 equity positions with a total 13F market value of $300M. The fund increased holdings in Waste Connections Inc., Republic SVCS Inc., Servicenow Inc. among other positions. Visualize Group LP reduced exposure to Blackstone Inc., Casella Waste SYS Inc., Autodesk Inc. among others.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IIIV | WASTE CONNECTIONS INC | 18.37% | $55.0M | 294,689 | $24.77 | $27.48 | +$48.0M |
W WCN | AUTODESK INC | 11.96% | $35.8M | 115,734 | $180.61 | $186.72 | -$21.7M |
R RSG | BROWN & BROWN INC | 11.32% | $33.9M | 305,991 | $238.80 | $246.61 | +$774.7K |
| REPUBLIC SVCS INC | 11.27% | $33.8M | 136,895 | $212.45 | $258.75 | +$11.3M | |
A ADSK | COSTAR GROUP INC | 10.84% | $32.5M | 404,091 | $301.75 | $309.57 | +$2.2M |
Industry Allocation
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