Lansing Management Lp Portfolio Stock Holdings

Lansing Management Lp disclosed 13 stock positions valued at approximately $165.2 million in its latest SEC 13F filing. The largest holdings include INTERACTIVE BROKERS GROUP IN, HEICO CORP NEW, and API GROUP CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.

Report Period
June 30, 2026
No. of Stocks
13
Portfolio Value
$165.2M
Holdings by Sector
Lansing Management Lp Portfolio Holdings in Q2 2026

11 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
INTERACTIVE BROKERS GROUP INIBKRFinancial Services12.95%245,725-44,460-15.32%$21,387,904
HEICO CORP NEWHEI-AIndustrials12.55%80,375+370+0.46%$20,729,516
API GROUP CORPAPGIndustrials10.04%391,770-38,100-8.86%$16,591,460
FERRARI N VRACEOther9.07%40,229-1,710-4.08%$14,976,854
TRANSUNIONTRUFinancial Services8.24%188,601-19,392-9.32%$13,605,676
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical7.89%39,435+350+0.90%$13,031,690
MOODYS CORPMCOFinancial Services7.67%27,989+310+1.12%$12,676,778
WASTE CONNECTIONS INCWCNIndustrials6.07%60,230+20,000+49.71%$10,023,775
COMPASS INCCOMPReal Estate5.20%696,990+3,390+0.49%$8,593,887
CLEAN HARBORS INCCLHIndustrials3.88%21,463-2,050-8.72%$6,412,071
OLD DOMINION FREIGHT LINE INODFLIndustrials3.12%23,820+16,020+205.38%$5,159,412