Lansing Management LP
13F Reported Value
ⓘ$150.6M
Holdings
14
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lansing Management LP disclosed 14 positions worth $150.6M in its Form 13F-HR for Q1 2026, led by $IBKR (Interactive Brokers Group, Inc.) at 12.9% of the equity portfolio, followed by $APG and $HEI.A. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $SUNB and a full exit from $ROP. The portfolio is most concentrated in Industrials (42.7% of disclosed assets). All figures are sourced directly from Lansing Management LP’s Form 13F-HR filing with the SEC under CIK 1691908.
AI Fund Analysis
Diversifying
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 75.5#124
Quality
$19.5M290,185 sh - 61.3#810
Quality
$17.4M429,870 sh - 79.2#60
Quality
$16.9M80,005 sh - 69.1
Quality
$14.4M207,993 sh - —
Quality
$14.2M41,939 sh - —
Quality
$12.7M195,712 sh - 81.3
Quality
$12.1M27,679 sh - 73.1
Quality
$11.9M39,085 sh - —
Quality
$10.1M79,460 sh - 56.3
Quality
$6.7M23,513 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Interactive Brokers Group, Inc.$IBKR | 75.5#124 | $19.5M | 290,185 |
 APi Group Corp$APG | 61.3#810 | $17.4M | 429,870 |
 HEICO CORP$HEI.A | 79.2#60 | $16.9M | 80,005 |
 TransUnion$TRU | 69.1 | $14.4M | 207,993 |
 Ferrari N.V.$RACE | — | $14.2M | 41,939 |
 Sunbelt Rentals Holdings, Inc.$SUNB | — | $12.7M | 195,712 |
 MOODYS CORP /DE/$MCO | 81.3 | $12.1M | 27,679 |
 Hilton Worldwide Holdings Inc.$HLT | 73.1 | $11.9M | 39,085 |
 Boyd Group Services Inc.$BGSI | — | $10.1M | 79,460 |
 CLEAN HARBORS INC$CLH | 56.3 | $6.7M | 23,513 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lansing Management LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Industrials
$64.3M
Financials
$45.9M
Consumer Discretionary
$22.0M
Utilities
$13.3M
Real Estate
$5.1M
Full Holdings — Lansing Management LP (Q1 2026)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IBKR | Interactive Brokers Group, Inc. | $19.5M | 12.9% | -3% | 75.5 |
| 2 | $APG | APi Group Corp | $17.4M | 11.6% | -21% | 61.3 |
| 3 | $HEI.A | HEICO CORP | $16.9M | 11.2% | -1% | 79.2 |
| 4 | $TRU | TransUnion | $14.4M | 9.6% | -5% | 69.1 |
| 5 | $RACE | Ferrari N.V. | $14.2M | 9.4% | -5% | — |
| 6 | $SUNB | Sunbelt Rentals Holdings, Inc. | $12.7M | 8.5% | NEW | — |
| 7 | $MCO | MOODYS CORP /DE/ | $12.1M | 8.0% | +3% | 81.3 |
| 8 | $HLT | Hilton Worldwide Holdings Inc. | $11.9M | 7.9% | +23% | 73.1 |
| 9 | $BGSI | Boyd Group Services Inc. | $10.1M | 6.7% | -2% | — |
| 10 | $CLH | CLEAN HARBORS INC | $6.7M | 4.5% | +119% | 56.3 |
| 11 |  $WCN | Waste Connections, Inc. | $6.5M | 4.3% | +166% | — |
| 12 |  $COMP | Compass, Inc. | $5.1M | 3.4% | +37% | 58.3 |
| 13 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $1.5M | 1.0% | NEW | 56.5 |
| 14 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $1.5M | 1.0% | -30% | 68.1 |
New Positions (2)
Exited Positions (1)
$ROP ROPER TECHNOLOGIES INCBrowse Top Institutional Investors
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