Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 13
- +4 vs. Q3 2025
- Portfolio value
- $150.5M
- +$12.7M (+9.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ODFLOld Dominion Freight Line, Inc. | COM | 11,134 | $1.75M | 1.2% | +11,134 | New | History |
| CLHClean Harbors Inc | COM | 10,760 | $2.52M | 1.7% | +10,760 | New | History |
| WCNWaste Connections, Inc. | COM | 15,150 | $2.66M | 1.8% | +15,150 | New | History |
| COMPCompass, Inc. | CL A | 507,000 | $5.36M | 3.6% | +299,400+144.2% | Added | History |
| ROPRoper Technologies Inc | Stock | 15,040 | $6.69M | 4.4% | −14,873−49.7% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 31,670 | $9.10M | 6.0% | +31,670 | New | History |
| BGSIBoyd Group Services Inc. | Common Stock | 80,760 | $12.9M | 8.5% | +80,760 | New | History |
| MCOMoodys Corp | Stock | 26,983 | $13.8M | 9.2% | +3,718+16.0% | Added | History |
| RACEFerrari N.V. | COM | 44,199 | $16.3M | 10.9% | −11,600−20.8% | Reduced | History |
| TRUTransUnion | COM | 219,993 | $18.9M | 12.5% | +13,224+6.4% | Added | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 299,485 | $19.3M | 12.8% | −38,500−11.4% | Reduced | History |
| HEI.AHeico Corp | CL A | 80,805 | $20.4M | 13.6% | 00.0% | Unchanged | History |
| APGAPi Group Corp | COM STK | 547,470 | $20.9M | 13.9% | −38,500−6.6% | Reduced | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.