Lansing Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Lansing Management Lp disclosed 11 stock positions valued at approximately $165.20M as of quarter-end June 30, 2026. The largest holdings include INTERACTIVE BROKERS GROUP IN, HEICO CORP NEW, and API GROUP CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $165.20M
Holdings by Sector
Lansing Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 12.95% | 245,725 | -44,460 | -15.32% | $21,387,904 |
| HEICO CORP NEW | HEI-A | Industrials | 12.55% | 80,375 | +370 | +0.46% | $20,729,516 |
| API GROUP CORP | APG | Industrials | 10.04% | 391,770 | -38,100 | -8.86% | $16,591,460 |
| FERRARI N V | RACE | Other | 9.07% | 40,229 | -1,710 | -4.08% | $14,976,854 |
| TRANSUNION | TRU | Financial Services | 8.24% | 188,601 | -19,392 | -9.32% | $13,605,676 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 7.89% | 39,435 | +350 | +0.90% | $13,031,690 |
| MOODYS CORP | MCO | Financial Services | 7.67% | 27,989 | +310 | +1.12% | $12,676,778 |
| WASTE CONNECTIONS INC | WCN | Industrials | 6.07% | 60,230 | +20,000 | +49.71% | $10,023,775 |
| COMPASS INC | COMP | Real Estate | 5.20% | 696,990 | +3,390 | +0.49% | $8,593,887 |
| CLEAN HARBORS INC | CLH | Industrials | 3.88% | 21,463 | -2,050 | -8.72% | $6,412,071 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 3.12% | 23,820 | +16,020 | +205.38% | $5,159,412 |
Showing 11 of 11 holdings in the latest reporting period.