Lansing Management LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1691908) · Explore on the interactive board
Lansing Management LP disclosed 13 US equity positions worth $165.2m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed July 31, 2026). Its largest position is IBKR at 12.9% of the reported book, followed by HEI/A, APG. The top ten holdings are 88.6% of the book, and the portfolio behaves like about 11 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 4, reduced 6 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Lansing Management LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 4 added, 6 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 12.9% | $21.4m | 245,725 | -15% | reduced |
| 2 | HEI/A HEICO CORP NEW | 12.5% | $20.7m | 80,375 | 0% | held | |
| 3 | APG API GROUP CORP | Industrials | 10.0% | $16.6m | 391,770 | -9% | reduced |
| 4 | RACE FERRARI N V | Consumer Cyclical | 9.1% | $15.0m | 40,229 | -4% | reduced |
| 5 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 8.9% | $14.7m | 196,552 | 0% | held |
| 6 | TRU TRANSUNION | Financial Services | 8.2% | $13.6m | 188,601 | -9% | reduced |
| 7 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 7.9% | $13.0m | 39,435 | 1% | added |
| 8 | MCO MOODYS CORP | Financial Services | 7.7% | $12.7m | 27,989 | 1% | added |
| 9 | WCN WASTE CONNECTIONS INC | Industrials | 6.1% | $10.0m | 60,230 | 50% | added |
| 10 | COMP COMPASS INC | Real Estate | 5.2% | $8.6m | 696,990 | 0% | held |
| 11 | BGSI BOYD GROUP SERVICES INC | 4.4% | $7.3m | 77,330 | -3% | reduced | |
| 12 | CLH CLEAN HARBORS INC | Industrials | 3.9% | $6.4m | 21,463 | -9% | reduced |
| 13 | ODFL OLD DOMINION FREIGHT LINE IN | Industrials | 3.1% | $5.2m | 23,820 | 205% | added |
What did Lansing Management LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| JBHT HUNT J B TRANS SVCS INC | 100.0% | $1.5m |
Sector mix
| Sector | Weight |
|---|---|
| Industrials | 32.0% |
| Financial Services | 28.9% |
| Consumer Cyclical | 17.0% |
| Real Estate | 5.2% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Lansing Management LP's portfolio?
Across every quarter Lansing Management LP has filed, its median largest position is 12.9% of the book and its median top-ten weight is 89.4%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 13.0 positions are still open and their final length is unknown.