Visualize Group LP — 13F holdings

Visualize Group LP reported 11 holdings worth $291M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RSP INVESCO EXCHANGE TRADED FD T — $42.1M (14.5%)
2. SPY SPDR S&P 500 ETF TR — $38.3M (13.2%)
3. RBC RBC BEARINGS INC — $33.1M (11.4%)
4. CW CURTISS WRIGHT CORP — $30.9M (10.6%)
5. PWR QUANTA SVCS INC — $30.3M (10.4%)
6. CLH CLEAN HARBORS INC — $28.8M (9.9%)
7. RSG REPUBLIC SVCS INC — $28.1M (9.7%)
8. HLT HILTON WORLDWIDE HLDGS INC — $17.9M (6.2%)
9. AMZN AMAZON COM INC — $17.3M (5.9%)
10. BKR BAKER HUGHES COMPANY — $15.8M (5.5%)