Lansing Management Lp Q2 2026 Portfolio Changes
Lansing Management Lp's portfolio saw significant shifts in the second quarter of 2026, with notable purchases and sales impacting its holdings.
Major Portfolio Shifts
Lansing Management Lp made several noteworthy changes to its portfolio during Q2 2026. The most prominent activity was a large purchase in Old Dominion Freight Line Inc (ODFL), evidenced by a significant increase of +205.38% in shares and value, making it one of the quarter's key buys.
On the selling side, Interactive Brokers Group Inc (IBKR) experienced substantial divestment with a -15.32% change in its position. API Group Corp (APG) also saw significant reduction (-8.86%), while TransUnion (TRU) was sold off considerably (-9.32%).
Other Significant Activity
Besides the major transactions, Lansing Management Lp continued to adjust its holdings in other sectors during Q2 2026.
- The investor increased its position in Waste Connections Inc (WCN) by +49.71%, indicating confidence or a strategic move into this Industrials stock.
- Compass Inc (COMP), the Real Estate holding, saw an increase of just +0.49% in shares and value during the quarter.
In contrast to these buys, HEICO Corp New (HEI-A) was added but not reflected in the provided changed_holdings data for Q2 2026.
Overall Portfolio Context
The changes observed by Lansing Management Lp reflect its active investment strategy. The portfolio's total value stood at $143,189,023 as of June 30th, 2026.
Industrials remains a dominant sector allocation for the investor (41.15%), followed closely by Financial Services (33.29%). The remaining portfolio value ($14,876,854 or 10.46%) was allocated to stocks with unknown sectors.
The top five holdings accounted for approximately 52.84% of the total portfolio weight as of Q2 2026, suggesting a concentrated approach in these key positions.