Lansing Management LP
- SEC CIK
- 0001691908
- Latest filing
- Jul 31, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 13
- −1 vs. Q1 2026
- Portfolio value
- $165.2M
- +$14.6M (+9.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ODFLOld Dominion Freight Line, Inc. | COM | 23,820 | $5.16M | 3.1% | +16,020+205.4% | Added | History |
| CLHClean Harbors Inc | COM | 21,463 | $6.41M | 3.9% | −2,050−8.7% | Reduced | History |
| BGSIBoyd Group Services Inc. | Common Stock | 77,330 | $7.31M | 4.4% | −2,130−2.7% | Reduced | History |
| COMPCompass, Inc. | CL A | 696,990 | $8.59M | 5.2% | +3,390+0.5% | Added | History |
| WCNWaste Connections, Inc. | COM | 60,230 | $10.0M | 6.1% | +20,000+49.7% | Added | History |
| MCOMoodys Corp | Stock | 27,989 | $12.7M | 7.7% | +310+1.1% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 39,435 | $13.0M | 7.9% | +350+0.9% | Added | History |
| TRUTransUnion | COM | 188,601 | $13.6M | 8.2% | −19,392−9.3% | Reduced | History |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 196,552 | $14.7M | 8.9% | +840+0.4% | Added | History |
| RACEFerrari N.V. | COM | 40,229 | $15.0M | 9.1% | −1,710−4.1% | Reduced | History |
| APGAPi Group Corp | COM STK | 391,770 | $16.6M | 10.0% | −38,100−8.9% | Reduced | History |
| HEI.AHeico Corp | CL A | 80,375 | $20.7M | 12.5% | +370+0.5% | Added | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 245,725 | $21.4M | 12.9% | −44,460−15.3% | Reduced | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.