Lansing Management LP 13F Holdings · Q2 2026
Lansing Management LP reported 13 securities worth $165.20M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IBKR (12.95%), HEIA (12.55%), APG (10.04%). Among its top 25 positions this quarter: 7 added, 6 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $21.4M | 12.95% | 245,725 | Trimmed |
| 2 | HEIA | HEICO CORP NEW | $20.7M | 12.55% | 80,375 | Added |
| 3 | APG | API GROUP CORP | $16.6M | 10.04% | 391,770 | Trimmed |
| 4 | RACE | FERRARI N V | $15.0M | 9.07% | 40,229 | Trimmed |
| 5 | SUNB | SUNBELT RENTALS HOLDINGS INC | $14.7M | 8.90% | 196,552 | Added |
| 6 | TRU | TRANSUNION | $13.6M | 8.24% | 188,601 | Trimmed |
| 7 | HLT | HILTON WORLDWIDE HLDGS INC | $13.0M | 7.89% | 39,435 | Added |
| 8 | MCO | MOODYS CORP | $12.7M | 7.67% | 27,989 | Added |
| 9 | WCN | WASTE CONNECTIONS INC | $10.0M | 6.07% | 60,230 | Added |
| 10 | COMP | COMPASS INC | $8.6M | 5.20% | 696,990 | Added |
| 11 | BGSI | BOYD GROUP SERVICES INC | $7.3M | 4.43% | 77,330 | Trimmed |
| 12 | CLH | CLEAN HARBORS INC | $6.4M | 3.88% | 21,463 | Trimmed |
| 13 | ODFL | OLD DOMINION FREIGHT LINE IN | $5.2M | 3.12% | 23,820 | Added |
| 14 | JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR