Vault-13

Visualize Group LP

NEW YORK, NY · CIK 1994625 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2023 · limited partnership

As an employer

$290.5m reported value +19.6% vs Q1 2026
11positions
97.3%in top 10
3 new 2 added 1 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP RSP 197,700 $42.1m14.48% 14.48% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 117.3k, Q2 2026 197.7k +80.4k +80,400 68.5%
2 SPDR S&P 500 ETF TR TR UNIT SPY SPY 51,271 $38.3m13.18% 13.18% AddedShares held: Q3 2025 0, Q4 2025 34.7k, Q1 2026 40.8k, Q2 2026 51.3k +10.5k +10,520 25.8%
3 RBC BEARINGS INC COM RBC RBC 51,447 $33.1m11.41% 11.41% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 51.4k, Q2 2026 51.4k
4 CURTISS WRIGHT CORP COM CW CW 40,816 $30.9m10.65% 10.65% UnchangedShares held: Q3 2025 0, Q4 2025 30.8k, Q1 2026 40.8k, Q2 2026 40.8k
5 QUANTA SVCS INC COM PWR PWR 42,116 $30.3m10.44% 10.44% UnchangedShares held: Q3 2025 0, Q4 2025 41.5k, Q1 2026 42.1k, Q2 2026 42.1k
6 CLEAN HARBORS INC COM CLH CLH 96,300 $28.8m9.90% 9.90% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 96.3k, Q2 2026 96.3k
7 REPUBLIC SVCS INC COM RSG RSG 131,865 $28.1m9.67% 9.67% ReducedShares held: Q3 2025 149.1k, Q4 2025 73.8k, Q1 2026 137.3k, Q2 2026 131.9k -5.4k -5,400 -3.9%
8 HILTON WORLDWIDE HLDGS INC COM HLT HLT 54,240 $17.9m6.17% 6.17% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 54.2k, Q2 2026 54.2k
9 AMAZON COM INC COM AMZN AMZN 72,500 $17.3m5.95% 5.95% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 72.5k
10 BAKER HUGHES COMPANY CL A BKR BKR 285,400 $15.8m5.45% 5.45% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 285.4k
11 XPO INC COM XPO XPO 38,286 $7.9m2.71% 2.71% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 38.3k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
HEICO CORP NEW HEI.A HEI.A 122,790 $25.9m122.8k shares
LIVE NATION ENTERTAINMENT IN LYV LYV 97,922 $14.9m97.9k shares