Lansing Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Lansing Management LP disclosed 13 US equity positions worth $150.5m in its Q4 2025 13F filing. The largest position was APG at 13.9% of the reported book, followed by HEI/A and IBKR. Against the Q3 2025 filing, it opened 5 new positions, added to 3 and reduced 4 among the top 13 holdings.
What did Lansing Management LP own in Q4 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APG API GROUP CORP | Industrials | 13.9% | $20.9m | 547,470 | -7% | reduced |
| 2 | HEI/A HEICO CORP NEW | 13.6% | $20.4m | 80,805 | 0% | held | |
| 3 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 12.8% | $19.3m | 299,485 | -11% | reduced |
| 4 | TRU TRANSUNION | Financial Services | 12.5% | $18.9m | 219,993 | 6% | added |
| 5 | RACE FERRARI N V | Consumer Cyclical | 10.9% | $16.3m | 44,199 | -21% | reduced |
| 6 | MCO MOODYS CORP | Financial Services | 9.2% | $13.8m | 26,983 | 16% | added |
| 7 | BGSI BOYD GROUP SERVICES INC | 8.5% | $12.9m | 80,760 | – | new | |
| 8 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 6.0% | $9.1m | 31,670 | – | new |
| 9 | ROP ROPER TECHNOLOGIES INC | Technology | 4.4% | $6.7m | 15,040 | -50% | reduced |
| 10 | COMP COMPASS INC | Real Estate | 3.6% | $5.4m | 507,000 | 144% | added |
| 11 | WCN WASTE CONNECTIONS INC | Industrials | 1.8% | $2.7m | 15,150 | – | new |
| 12 | CLH CLEAN HARBORS INC | Industrials | 1.7% | $2.5m | 10,760 | – | new |
| 13 | ODFL OLD DOMINION FREIGHT LINE IN | Industrials | 1.2% | $1.7m | 11,134 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.