Lansing Management LP
13F Reported Value
ⓘ$165.2M
Holdings
13
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lansing Management LP disclosed 13 positions worth $165.2M in its Form 13F-HR for Q2 2026, led by $IBKR (Interactive Brokers Group, Inc.) at 12.9% of the equity portfolio, followed by $HEI.A and $APG. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $JBHT. The portfolio is most concentrated in Industrials (43.7% 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 — Q2 2026
Click any card to unlockTop Holdings
- 77.0#76
Quality
$21.4M245,725 sh - 75.6#96
Quality
$20.7M80,375 sh - 65.4#481
Quality
$16.6M391,770 sh - —
Quality
$15.0M40,229 sh - 69.7
Quality
$14.7M196,552 sh - 65.6
Quality
$13.6M188,601 sh - 63.3
Quality
$13.0M39,435 sh - 79.1
Quality
$12.7M27,989 sh - 68.2
Quality
$10.0M60,230 sh - 61.2
Quality
$8.6M696,990 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Interactive Brokers Group, Inc.$IBKR | 77.0#76 | $21.4M | 245,725 |
 HEICO CORP$HEI.A | 75.6#96 | $20.7M | 80,375 |
 APi Group Corp$APG | 65.4#481 | $16.6M | 391,770 |
 Ferrari N.V.$RACE | — | $15.0M | 40,229 |
 Sunbelt Rentals Holdings, Inc.$SUNB | 69.7 | $14.7M | 196,552 |
 TransUnion$TRU | 65.6 | $13.6M | 188,601 |
 Hilton Worldwide Holdings Inc.$HLT | 63.3 | $13.0M | 39,435 |
 MOODYS CORP /DE/$MCO | 79.1 | $12.7M | 27,989 |
 Waste Connections, Inc.$WCN | 68.2 | $10.0M | 60,230 |
 Compass, Inc.$COMP | 61.2 | $8.6M | 696,990 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lansing Management LP's 13 positions.
Showing top 10 of 13 holdings.
Sector Allocation
Industrials
$72.2M
Financials
$47.7M
Consumer Discretionary
$20.3M
Utilities
$16.4M
Real Estate
$8.6M
Full Holdings — Lansing Management LP (Q2 2026)
All 13 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. | $21.4M | 12.9% | -15% | 77 |
| 2 | $HEI.A | HEICO CORP | $20.7M | 12.6% | +0% | 75.6 |
| 3 | $APG | APi Group Corp | $16.6M | 10.0% | -9% | 65.4 |
| 4 | $RACE | Ferrari N.V. | $15.0M | 9.1% | -4% | — |
| 5 | $SUNB | Sunbelt Rentals Holdings, Inc. | $14.7M | 8.9% | +0% | 69.7 |
| 6 | $TRU | TransUnion | $13.6M | 8.2% | -9% | 65.6 |
| 7 | $HLT | Hilton Worldwide Holdings Inc. | $13.0M | 7.9% | +1% | 63.3 |
| 8 | $MCO | MOODYS CORP /DE/ | $12.7M | 7.7% | +1% | 79.1 |
| 9 | $WCN | Waste Connections, Inc. | $10.0M | 6.1% | +50% | 68.2 |
| 10 | $COMP | Compass, Inc. | $8.6M | 5.2% | +0% | 61.2 |
| 11 |  $BGSI | Boyd Group Services Inc. | $7.3M | 4.4% | -3% | — |
| 12 |  $CLH | CLEAN HARBORS INC | $6.4M | 3.9% | -9% | 55.6 |
| 13 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $5.2M | 3.1% | +205% | 61.3 |
Exited Positions (1)
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