Visualize Group LP

Hedge Fund • Multi-Strategy

Visualize Group LP is a Multi-Strategy Hedge Fund based in New York, NY led by Chukudi Melvin Ike, managing $298.6M across 10 long positions as of Q3 2025 with 37% Industrials concentration and with only 10 positions.

Managing PartnerChukudi Melvin Ike

Portfolio Value: $298.6M
Positions: 10
Top Holding: WCN at 13.43%
Last Reported: Q3 2025

Address205 West 28th Street, 3rd Floor, New York, NY, 10001, United States

Top Holdings

Largest long holdings in Visualize Group LP's portfolio (100% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Waste Connections WCN	Waste Management Industrials	$40.1M	13.43%	+$19.8M Bought	0.09% 228.1K shares	Q4 2024 Held for 11 months
2 CoStar Group CSGP	Real Estate - Services Real Estate	$36.2M	12.12%	+$29.5M Bought	0.10% 428.8K shares	Q4 2024 Held for 11 months
3 Heico Corporation HEI.A	Aerospace & Defense Industrials	$35.5M	11.90%	+$737.9K Bought	0.10% 139.8K shares	Q4 2024 Held for 11 months
4 Republic Services RSG	Waste Management Industrials	$34.2M	11.46%	-$36.0M Sold	0.05% 149.1K shares	Q4 2024 Held for 11 months
5 Arthur J. Gallagher AJG	Insurance - Brokers Financial Services	$32.9M	11.03%	+$32.9M New	0.04% 106.3K shares	Q3 2025 Held for 2 months
6 Intercontinental Exchange ICE	Financial - Data & Stock Exchanges Financial Services	$32.1M	10.76%	+$5.8M Bought	0.03% 190.7K shares	Q4 2024 Held for 11 months
7 Blackstone BX	Asset Management Financial Services	$31.9M	10.69%	+$31.9M New	0.02% 186.9K shares	Q3 2025 Held for 2 months
8 Spotify Technology SPOT	Internet Content & Information Communication Services	$29.7M	9.95%	+$29.7M New	0.02% 42.6K shares	Q3 2025 Held for 2 months
9 ServiceNow NOW	Software - Application Technology	$23.6M	7.90%	+$23.6M Bought	0.01% 25.6K shares	Q1 2025 Held for 8 months
10 Accel Entertainment ACEL	Gambling, Resorts & Casinos Consumer Cyclical	$2.3M	0.76%	+$2.3M New	0.24% 206.0K shares	Q3 2025 Held for 2 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Visualize Group LP's latest filing

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GthenC

Market Value

$298.6M

Prior: $299.6M

Q/Q Change

-0.338%

-$1.0M

Net Flows % of MV

-13.94%

Turnover Ratio

62.06%

New Purchases

4 stocks

$96.9M

Added To

4 stocks

+$55.8M

Sold Out Of

6 stocks

$158.3M

Reduced Holdings

1 stocks

-$36.0M

Increased Positions

Position	Shares Δ	Change
1 Arthur J. Gallagher AJG	New	0 → 106.3K +$32.9M
2 Blackstone BX	New	0 → 186.9K +$31.9M
3 Spotify Technology SPOT	New	0 → 42.6K +$29.7M
4 Accel Entertainment ACEL	New	0 → 206.0K +$2.3M
5 CoStar Group CSGP	+443.07%	79.0K → 428.8K +$29.5M

Decreased Positions

Position	Shares Δ	Change
1 i3 Verticals, Inc. IIIV	Sold	294.7K → 0 −$55.0M
2 Autodesk ADSK	Sold	404.1K → 0 −$32.5M
3 Fiserv FI	Sold	106.3K → 0 −$27.5M
4 SPDR S&P 500 ETF Trust SPY	Sold	16.5K → 0 −$16.9M
5 Casella Waste Systems CWST	Sold	19.7K → 0 −$15.1M