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
25 quarters · across all stocks
Holdings in TRU
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,391,035 | 207,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,864,399 | 219,993 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,323,106 | 206,769 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,562,072 | 199,569 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,856,786 | 179,019 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,907,429 | 182,369 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,007,018 | 191,089 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,171,160 | 191,089 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,642,422 | 183,489 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,436,377 | 195,552 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,418,375 | 200,841 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,612,931 | 212,089 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,117,524 | 227,189 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,841,617 | 226,284 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,461,635 | 226,284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,100,457 | 226,284 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,384,188 | 226,284 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,420,587 | 214,375 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $24,076,456 | 214,375 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,367,937 | 221,910 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,881,900 | 220,910 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $21,802,801 | 219,742 | Shares | Sole | 2021-03-12 | |
| 2020-09-30 | $15,786,489 | 187,644 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $16,257,244 | 186,779 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,111,535 | 183,009 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||