Lansing Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Lansing Management LP reported 13 stock positions worth $165.2 million. Its top holding was Interactive Brokers Gro Class A (IBKR) at 12.9% of the portfolio, followed by Heico Class A (HEI.A, 12.5%) and Api (APG, 10.0%). Compared with Q1 2026, it sold out of 1, added to 7 and reduced 6. The biggest buy was Old Dominion Freight Line (ODFL, shares +205%) and the biggest sale Boyd Group Services (BGSI, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001691908
- Portfolio Value
- $165.2M (Q2 2026)
- SEC Filing
- 0001420506-26-001362 ↗ filed Jul 31, 2026
Holdings Value
Holdings 13 stocks · $165.2M
| IBKR Interactive Brokers Gro Class A | 12.95% | 245,725 | $21.4M | Reduce -15.3% |
| HEI.A Heico Corp. Class A | 12.55% | 80,375 | $20.7M | Add +0.5% |
| APG Api Group Corp. | 10.04% | 391,770 | $16.6M | Reduce -8.9% |
| RACE Ferrari NV | 9.07% | 40,229 | $15.0M | Reduce -4.1% |
| SUNB Sunbelt Rentals Holdings Inc. | 8.90% | 196,552 | $14.7M | Add +0.4% |
| TRU Transunion | 8.24% | 188,601 | $13.6M | Reduce -9.3% |
| HLT Hilton Worldwide Holdings Inc. | 7.89% | 39,435 | $13.0M | Add +0.9% |
| MCO Moody's Corp. | 7.67% | 27,989 | $12.7M | Add +1.1% |
| WCN Waste Connections Inc. | 6.07% | 60,230 | $10.0M | Add +49.7% |
| COMP Compass Inc. Class A | 5.20% | 696,990 | $8.6M | Add +0.5% |
| BGSI Boyd Group Services Inc. | 4.43% | 77,330 | $7.3M | Reduce -2.7% |
| CLH Clean Harbors Inc. | 3.88% | 21,463 | $6.4M | Reduce -8.7% |
| ODFL Old Dominion Freight Line | 3.12% | 23,820 | $5.2M | Add +205.4% |
Portfolio Sells Q1 2026 → Q2 2026
| BGSI Boyd Group Services Inc. | Reduce -2.7% | 4.43% | −2.30 |
| APG Api Group Corp. | Reduce -8.9% | 10.04% | −1.53 |
| TRU Transunion | Reduce -9.3% | 8.24% | −1.32 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −1.01 |
| CLH Clean Harbors Inc. | Reduce -8.7% | 3.88% | −0.60 |
| RACE Ferrari NV | Reduce -4.1% | 9.07% | −0.36 |
| IBKR Interactive Brokers Gro Class A | Reduce -15.3% | 12.95% | +0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| ODFL Old Dominion Freight Line | Add +205.4% | 3.12% | +2.11 |
| COMP Compass Inc. Class A | Add +0.5% | 5.20% | +1.83 |
| WCN Waste Connections Inc. | Add +49.7% | 6.07% | +1.73 |
| HEI.A Heico Corp. Class A | Add +0.5% | 12.55% | +1.33 |
| SUNB Sunbelt Rentals Holdings Inc. | Add +0.4% | 8.90% | +0.44 |
| HLT Hilton Worldwide Holdings Inc. | Add +0.9% | 7.89% | −0.01 |
| MCO Moody's Corp. | Add +1.1% | 7.67% | −0.35 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $165.2M | IBKR, HEI.A, APG, RACE, SUNB |
| Q1 2026 | 14 | $150.6M | IBKR, APG, HEI.A, TRU, RACE |
| Q4 2025 | 13 | $150.5M | APG, HEI.A, IBKR, TRU, RACE |
| Q3 2025 | 9 | $137.8M | RACE, IBKR, HEI.A, APG, TRU |
| Q2 2025 | 8 | $145.9M | RACE, APG, IBKR, HEI.A, TRU |
| Q1 2025 | 8 | $119.1M | RACE, HEI.A, ROP, IBKR, APG |
| Q4 2024 | 7 | $113.5M | RACE, IBKR, APG, TRU, HEI.A |
| Q3 2024 | 7 | $139.7M | RACE, IBKR, ROP, TRU, APG |
| Q2 2024 | 5 | $101.0M | RACE, ROP, APG, IBKR, TRU |
| Q1 2024 | 6 | $102.9M | RACE, ROP, TRU, KMX, APG |