Lansing Management LP — 13F Holdings & Portfolio
CIK 1691908 · latest 13F-HR filed 2026-07-31
Lansing Management LP manages $165.2M in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IBKR (12.95%), HEI.A (12.55%), APG (10.04%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 8, and trimmed 2.
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.
SUITE 405
NEW YORK, NY 10013
$165.2M
Long-equity book
13
Distinct positions
2026-06-30
Filed 2026-07-31
+0 / −1 / ↑8 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- HEICO CORP NEW$3.8M +22.7%
- OLD DOMINION FREIGHT LINE IN$3.6M +238.5%
- COMPASS INC$3.5M +69.5%
- WASTE CONNECTIONS INC$3.5M +53.6%
- SUNBELT RENTALS HOLDINGS INC$2.0M +15.4%
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 | $21.4M | 12.95% | 245,725 | SH |
| 2 | HEICO CORP NEW | HEI.A | 422806208 | $20.7M | 12.55% | 80,375 | SH |
| 3 | API GROUP CORP | APG | 00187Y100 | $16.6M | 10.04% | 391,770 | SH |
| 4 | FERRARI N V | RACE | N3167Y103 | $15.0M | 9.07% | 40,229 | SH |
| 5 | SUNBELT RENTALS HOLDINGS INC | SUNB | 866966104 | $14.7M | 8.90% | 196,552 | SH |
| 6 | TRANSUNION | TRU | 89400J107 | $13.6M | 8.24% | 188,601 | SH |
| 7 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $13.0M | 7.89% | 39,435 | SH |
| 8 | MOODYS CORP | MCO | 615369105 | $12.7M | 7.67% | 27,989 | SH |
| 9 | WASTE CONNECTIONS INC | WCN | 94106B101 | $10.0M | 6.07% | 60,230 | SH |
| 10 | COMPASS INC | COMP | 20464U100 | $8.6M | 5.20% | 696,990 | SH |
| 11 | BOYD GROUP SERVICES INC | BGSI | 103310108 | $7.3M | 4.43% | 77,330 | SH |
| 12 | CLEAN HARBORS INC | CLH | 184496107 | $6.4M | 3.88% | 21,463 | SH |
| 13 | OLD DOMINION FREIGHT LINE IN | ODFL | 679580100 | $5.2M | 3.12% | 23,820 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-31 | $165.2M | 13 | 0001420506-26-001362 |
| 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 |