Lansing Management LP — 13F Holdings & Portfolio
CIK 1691908 · latest 13F-HR filed 2026-05-15
Lansing Management LP manages $150.6M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IBKR (12.93%), APG (11.57%), HEI.A (11.22%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 3, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$150.6M
Long-equity book
14
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −1 / ↑3 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CLEAN HARBORS INC$4.2M +167.2%
- WASTE CONNECTIONS INC$3.9M +145.5%
- HILTON WORLDWIDE HLDGS INC$2.8M +30.6%
Top Trims
- TRANSUNION-$4.5M -23.7%
- API GROUP CORP-$3.5M -16.8%
- HEICO CORP NEW-$3.5M -17.2%
- BOYD GROUP SERVICES INC-$2.7M -21.3%
- FERRARI N V-$2.1M -13.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INTERACTIVE BROKERS GROUP IN | IBKR | 45841N107 | $19.5M | 12.93% | 290,185 | SH |
| 2 | API GROUP CORP | APG | 00187Y100 | $17.4M | 11.57% | 429,870 | SH |
| 3 | HEICO CORP NEW | HEI.A | 422806208 | $16.9M | 11.22% | 80,005 | SH |
| 4 | TRANSUNION | TRU | 89400J107 | $14.4M | 9.56% | 207,993 | SH |
| 5 | FERRARI N V | RACE | N3167Y103 | $14.2M | 9.43% | 41,939 | SH |
| 6 | SUNBELT RENTALS HOLDINGS INC | SUNB | 866966104 | $12.7M | 8.46% | 195,712 | SH |
| 7 | MOODYS CORP | MCO | 615369105 | $12.1M | 8.02% | 27,679 | SH |
| 8 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $11.9M | 7.89% | 39,085 | SH |
| 9 | BOYD GROUP SERVICES INC | BGSI | 103310108 | $10.1M | 6.73% | 79,460 | SH |
| 10 | CLEAN HARBORS INC | CLH | 184496107 | $6.7M | 4.48% | 23,513 | SH |
| 11 | WASTE CONNECTIONS INC | WCN | 94106B101 | $6.5M | 4.33% | 40,230 | SH |
| 12 | COMPASS INC | COMP | 20464U100 | $5.1M | 3.37% | 693,600 | SH |
| 13 | HUNT J B TRANS SVCS INC | JBHT | 445658107 | $1.5M | 1.01% | 7,200 | SH |
| 14 | OLD DOMINION FREIGHT LINE IN | ODFL | 679580100 | $1.5M | 1.01% | 7,800 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $150.6M | 14 | 0001420506-26-001132 |
| 2025-12-31 | 2026-02-17 | $150.5M | 13 | 0001420506-26-000478 |
| 2025-09-30 | 2025-11-14 | $137.8M | 9 | 0001420506-25-003387 |