Lansing Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Lansing Management LP disclosed 13 US equity positions worth $165.2m in its Q2 2026 13F filing. The largest position was IBKR at 12.9% of the reported book, followed by HEI/A and APG. Against the Q1 2026 filing, it opened 0 new positions, added to 4 and reduced 6 among the top 13 holdings.
What did Lansing Management LP own in Q2 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.