Visualize Group as of Sept. 30, 2025
Portfolio Holdings for Visualize Group
Visualize Group holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Waste Connections (WCN) | 13.4 | $40M | 228k | 175.80 | |
| CoStar (CSGP) | 12.1 | $36M | 429k | 84.37 | |
| Heico Corp Cl A (HEI.A) | 11.9 | $36M | 140k | 254.09 | |
| Republic Services (RSG) | 11.5 | $34M | 149k | 229.48 | |
| Arthur J. Gallagher & Co. (AJG) | 11.0 | $33M | 106k | 309.74 | |
| Intercontinental Exchange (ICE) | 10.8 | $32M | 191k | 168.48 | |
| Blackstone Group Inc Com Cl A (BX) | 10.7 | $32M | 187k | 170.85 | |
| Spotify Technology S A SHS (SPOT) | 10.0 | $30M | 43k | 698.00 | |
| Servicenow (NOW) | 7.9 | $24M | 26k | 920.28 | |
| Accel Entertainment Com Cl A1 (ACEL) | 0.8 | $2.3M | 206k | 11.07 |
