Lansing Management LP
Filing Date
Global Rank
#7,081
/ 8,798
▼ 529
· as of Jun 2026
Top Industry
Financial Data & Stock Exchanges
15.9%
Period ended 3 months ago
Filed Jul 31, 2026 · 2mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
12.9%
+0.0 pts
Top 5
53.5%
−1.2 pts
Top 10
88.6%
−1.7 pts
HHI
884
Diversified−18
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 44.6% | $73,636,251 |
| Financial Services | 28.9% | $47,670,357 |
| Consumer Cyclical | 21.4% | $35,325,508 |
| Real Estate | 5.2% | $8,593,886 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WCN | Waste Connections, Inc. | +20,000 | 60,230 | $10,039,738 | |
| ODFL | Old Dominion Freight Line, Inc. | +16,020 | 23,820 | $5,159,412 | |
| COMP | Compass, Inc. | +3,390 | 696,990 | $8,593,886 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | +840 | 196,552 | $14,704,055 | |
| HEI | Heico Corp | +370 | 80,375 | $20,729,516 | |
| HLT | Hilton Worldwide Holdings Inc. | +350 | 39,435 | $13,031,690 | |
| MCO | Moodys Corp /De/ | +310 | 27,989 | $12,676,777 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBKR | Interactive Brokers Group, Inc. | −44,460 | 245,725 | $21,387,904 | |
| APG | APi Group Corp | −38,100 | 391,770 | $16,591,459 | |
| TRU | TransUnion | −19,392 | 188,601 | $13,605,676 | |
| BGSI | Boyd Group Services Inc. | −2,130 | 77,330 | $7,316,964 | |
| CLH | Clean Harbors Inc | −2,050 | 21,463 | $6,412,071 | |
| RACE | Ferrari N.V. | −1,710 | 40,229 | $14,976,854 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JBHT | Hunt J B Transport Services Inc | 7,200 | $1,525,680 | |
| No positions match the current search. | ||||
13 tracked positions ·
$165,226,002 total
· filing declares
13 positions · $165,204,149
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 245,725 | $21,387,904 | 12.94% | |
| HEI |
Heico Corp
Industrials
|
Added | 80,375 | $20,729,516 | 12.55% | |
| APG |
APi Group Corp
Industrials
|
Reduced | 391,770 | $16,591,459 | 10.04% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
Reduced | 40,229 | $14,976,854 | 9.06% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
Added | 196,552 | $14,704,055 | 8.90% | |
| TRU |
TransUnion
Financial Services
|
Reduced | 188,601 | $13,605,676 | 8.23% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Added | 39,435 | $13,031,690 | 7.89% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 27,989 | $12,676,777 | 7.67% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Added | 60,230 | $10,039,738 | 6.08% | |
| COMP |
Compass, Inc.
Real Estate
|
Added | 696,990 | $8,593,886 | 5.20% | |
| BGSI |
Boyd Group Services Inc.
Consumer Cyclical
|
Reduced | 77,330 | $7,316,964 | 4.43% | |
| CLH |
Clean Harbors Inc
Industrials
|
Reduced | 21,463 | $6,412,071 | 3.88% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Added | 23,820 | $5,159,412 | 3.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.