Lansing Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Lansing Management LP reported 8 stock positions worth $145.9 million. Its top holding was Ferrari (RACE) at 20.9% of the portfolio, followed by Api (APG, 15.8%) and Interactive Brokers Gro Class A (IBKR, 15.2%). Compared with Q1 2025, it added to 3 and reduced 2. The biggest buy was Moody's (MCO, shares +71%) and the biggest sale Heico Class A (HEI.A, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001691908
- Portfolio Value
- $145.9M (Q2 2025)
- SEC Filing
- 0001420506-25-002044 ↗ filed Aug 14, 2025
Holdings Value
Holdings 8 stocks · $145.9M
| RACE Ferrari NV | 20.86% | 62,048 | $30.4M | No change |
| APG Api Group Corp. | 15.84% | 452,899 | $23.1M | Reduce -1.8% |
| IBKR Interactive Brokers Gro Class A | 15.18% | 399,736 | $22.1M | No change |
| HEI.A Heico Corp. Class A | 14.64% | 82,555 | $21.4M | Reduce -2.1% |
| TRU Transunion | 12.03% | 199,569 | $17.6M | Add +11.5% |
| ROP Roper Technologies Inc. | 11.62% | 29,913 | $17.0M | No change |
| MCO Moody's Corp. | 6.23% | 18,135 | $9.1M | Add +71.1% |
| ZTS Zoetis Inc. | 3.60% | 33,671 | $5.3M | Add +27.9% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |