Lansing Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Lansing Management LP disclosed 14 US equity positions worth $150.6m in its Q1 2026 13F filing. The largest position was IBKR at 12.9% of the reported book, followed by APG and HEI/A.
What did Lansing Management LP own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 12.9% | $19.5m | 290,185 | – | |
| 2 | APG API GROUP CORP | Industrials | 11.6% | $17.4m | 429,870 | – | |
| 3 | HEI/A HEICO CORP NEW | 11.2% | $16.9m | 80,005 | – | ||
| 4 | TRU TRANSUNION | Financial Services | 9.6% | $14.4m | 207,993 | – | |
| 5 | RACE FERRARI N V | Consumer Cyclical | 9.4% | $14.2m | 41,939 | – | |
| 6 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 8.5% | $12.7m | 195,712 | – | |
| 7 | MCO MOODYS CORP | Financial Services | 8.0% | $12.1m | 27,679 | – | |
| 8 | HLT HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 7.9% | $11.9m | 39,085 | – | |
| 9 | BGSI BOYD GROUP SERVICES INC | 6.7% | $10.1m | 79,460 | – | ||
| 10 | CLH CLEAN HARBORS INC | Industrials | 4.5% | $6.7m | 23,513 | – | |
| 11 | WCN WASTE CONNECTIONS INC | Industrials | 4.3% | $6.5m | 40,230 | – | |
| 12 | COMP COMPASS INC | Real Estate | 3.4% | $5.1m | 693,600 | – | |
| 13 | JBHT HUNT J B TRANS SVCS INC | Industrials | 1.0% | $1.5m | 7,200 | – | |
| 14 | ODFL OLD DOMINION FREIGHT LINE IN | Industrials | 1.0% | $1.5m | 7,800 | – |
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.