Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 14
- +1 vs. Q4 2025
- Portfolio value
- $150.6M
- +$34.5K (0.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IBKRInteractive Brokers Group, Inc. | Stock | 290,185 | $19.5M | 12.9% | −9,300−3.1% | Reduced | History |
| APGAPi Group Corp | COM STK | 429,870 | $17.4M | 11.6% | −117,600−21.5% | Reduced | History |
| HEI.AHeico Corp | CL A | 80,005 | $16.9M | 11.2% | −800−1.0% | Reduced | History |
| TRUTransUnion | COM | 207,993 | $14.4M | 9.6% | −12,000−5.5% | Reduced | History |
| RACEFerrari N.V. | COM | 41,939 | $14.2M | 9.4% | −2,260−5.1% | Reduced | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 195,712 | $12.7M | 8.5% | +195,712 | New | History |
| MCOMoodys Corp | Stock | 27,679 | $12.1M | 8.0% | +696+2.6% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 39,085 | $11.9M | 7.9% | +7,415+23.4% | Added | History |
| BGSIBoyd Group Services Inc. | Common Stock | 79,460 | $10.1M | 6.7% | −1,300−1.6% | Reduced | History |
| CLHClean Harbors Inc | COM | 23,513 | $6.74M | 4.5% | +12,753+118.5% | Added | History |
| WCNWaste Connections, Inc. | COM | 40,230 | $6.53M | 4.3% | +25,080+165.5% | Added | History |
| COMPCompass, Inc. | CL A | 693,600 | $5.07M | 3.4% | +186,600+36.8% | Added | History |
| JBHTHunt J B Transport Services Inc | COM | 7,200 | $1.53M | 1.0% | +7,200 | New | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 7,800 | $1.52M | 1.0% | −3,334−29.9% | Reduced | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.