Visualize Group LP holds a focused book of 10 stocks worth $242.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened RBC Bearings Inc and trimmed Heico Corp-Class A. Their largest long position is Republic Services Inc at 12% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1994625/holdings"
Use Arkolith to show Visualize Group LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Republic Svcs Inc COM | $30.1M | 137.3K | 12.4% | ▲+86% Added · +64K sh | |
| 2 | RBC Bearings Inc COM | $27.9M | 51.4K | 11.5% | ▲New New position | |
| 3 | Curtiss Wright Corp COM | $27.8M | 40.8K | 11.4% | ▲+33% Added · +10K sh | |
| 4 | Clean Harbors Inc COM | $27.6M | 96.3K | 11.4% | ▲New New position | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $26.5M | 40.8K | 10.9% | ▲+18% Added · +6K sh | |
| 6 | Heico Corp New CL A | $25.9M | 122.8K | 10.7% | ▼−13% Reduced · −18K sh | |
| 7 | Quanta Svcs Inc COM | $23.1M | 42.1K | 9.5% | ▲+1.4% Added · +596 sh | |
| 8 | Invesco Exchange Traded FD T S&P500 EQL WGT | $22.5M | 117.3K | 9.3% | ▲New New position | |
| 9 | Hilton Worldwide Hldgs Inc COM | $16.5M | 54.2K | 6.8% | ▲New New position | |
| 10 | Live Nation Entertainment In COM | $14.9M | 97.9K | 6.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 10 | $242.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 11 | $267.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 10 | $298.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 11 | $299.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 14 | $303.6M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 12 | $158.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.