Visualize Group LP reported 11 holdings worth US$291M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Visualize Group LP reported 11 holdings worth US$291M as of Jun 30, 2026. Largest: Rbc Bearings Incorporated, Curtiss-wright Corporation and Quanta Services, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$291M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Rbc Bearings Incorporated | 51,447 | US$33.1M | 11.4% |
| Curtiss-wright Corporation | 40,816 | US$30.9M | 10.6% |
| Quanta Services, Inc. | 42,116 | US$30.3M | 10.4% |
| Clean Harbors, Inc. | 96,300 | US$28.8M | 9.9% |
| Republic Services, Inc. | 132K | US$28.1M | 9.7% |
| Hilton Worldwide Holdings Inc. | 54,240 | US$17.9M | 6.2% |
| Amazon.com, Inc. | 72,500 | US$17.3M | 5.9% |
| Baker Hughes Company | 285K | US$15.8M | 5.5% |
| Xpo, Inc. | 38,286 | US$7.86M | 2.7% |
| Heico Corporation | 0 | US$0 | 0.00% |
| Live Nation Entertainment, Inc. | 0 | US$0 | 0.00% |