Lansing Management LP
Top Portfolio Positions
13 positions ·
$133,721,765 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
290,185 | $19,462,707 | 14.55% | |
| APG |
APi Group Corp
Industrials
|
429,870 | $17,418,332 | 13.03% | |
| TRU |
TransUnion
Financial Services
|
207,993 | $14,391,035 | 10.76% | |
| RACE |
Ferrari N.V.
Consumer Cyclical
|
41,939 | $14,194,254 | 10.61% | |
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
195,712 | $12,738,894 | 9.53% | |
| MCO |
Moodys Corp /De/
Financial Services
|
27,679 | $12,074,963 | 9.03% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
39,085 | $11,884,966 | 8.89% | |
| BGSI |
Boyd Group Services Inc.
Consumer Cyclical
|
79,460 | $10,159,755 | 7.60% | |
| CLH |
Clean Harbors Inc
Industrials
|
23,513 | $6,741,882 | 5.04% | |
| WCN |
Waste Connections, Inc.
Industrials
|
40,230 | $6,534,961 | 4.89% |
Portfolio Trend
Holdings in COMP
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $1,667,028 | 207,600 | Shares | Sole | 2025-11-14 | |
| 2025-12-31 | $5,358,990 | 507,000 | Shares | Sole | 2026-02-17 | |
| 2026-03-31 | $5,070,216 | 693,600 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||