Lansing Management LP

NEW YORK, NY · CIK 1691908 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityLansing Management, LP (US)

$165.2m reported value +9.7% vs Q1 2026

13positions

88.6%in top 10

0 new 7 added 6 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	245,725	$21.4m12.95%	12.95%	Reduced -44.5k	-44,460 -15.3%
2	HEICO CORP NEW CL A HEI.A	HEI.A	80,375	$20.7m12.55%	12.55%	Added +370	+370 0.5%
3	API GROUP CORP COM STK APG	APG	391,770	$16.6m10.04%	10.04%	Reduced -38.1k	-38,100 -8.9%
4	FERRARI N V COM RACE	RACE	40,229	$15.0m9.07%	9.07%	Reduced -1.7k	-1,710 -4.1%
5	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	196,552	$14.7m8.90%	8.90%	Added +840	+840 0.4%
6	TRANSUNION COM TRU	TRU	188,601	$13.6m8.24%	8.24%	Reduced -19.4k	-19,392 -9.3%
7	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	39,435	$13.0m7.89%	7.89%	Added +350	+350 0.9%
8	MOODYS CORP COM MCO	MCO	27,989	$12.7m7.67%	7.67%	Added +310	+310 1.1%
9	WASTE CONNECTIONS INC COM WCN	WCN	60,230	$10.0m6.07%	6.07%	Added +20.0k	+20,000 49.7%
10	COMPASS INC CL A COMP	COMP	696,990	$8.6m5.20%	5.20%	Added +3.4k	+3,390 0.5%
11	BOYD GROUP SERVICES INC COM BGSI	BGSI	77,330	$7.3m4.43%	4.43%	Reduced -2.1k	-2,130 -2.7%
12	CLEAN HARBORS INC COM CLH	CLH	21,463	$6.4m3.88%	3.88%	Reduced -2.0k	-2,050 -8.7%
13	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	23,820	$5.2m3.12%	3.12%	Added +16.0k	+16,020 205.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HUNT J B TRANS SVCS INC JBHT	JBHT	7,200	$1.5m7.2k shares