Lansing Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Lansing Management LP reported 14 stock positions worth $150.6 million. Its top holding was Interactive Brokers Gro Class A (IBKR) at 12.9% of the portfolio, followed by Api (APG, 11.6%) and Heico Class A (HEI.A, 11.2%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 5 and reduced 7. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale an exit from Roper Technologies (ROP).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001691908
- Portfolio Value
- $150.6M (Q1 2026)
- SEC Filing
- 0001420506-26-001132 ↗ filed May 15, 2026
Holdings Value
Holdings 14 stocks · $150.6M
| IBKR Interactive Brokers Gro Class A | 12.93% | 290,185 | $19.5M | Reduce -3.1% |
| APG Api Group Corp. | 11.57% | 429,870 | $17.4M | Reduce -21.5% |
| HEI.A Heico Corp. Class A | 11.22% | 80,005 | $16.9M | Reduce -1.0% |
| TRU Transunion | 9.56% | 207,993 | $14.4M | Reduce -5.5% |
| RACE Ferrari NV | 9.43% | 41,939 | $14.2M | Reduce -5.1% |
| SUNB Sunbelt Rentals Holdings Inc. | 8.46% | 195,712 | $12.7M | New |
| MCO Moody's Corp. | 8.02% | 27,679 | $12.1M | Add +2.6% |
| HLT Hilton Worldwide Holdings Inc. | 7.89% | 39,085 | $11.9M | Add +23.4% |
| BGSI Boyd Group Services Inc. | 6.73% | 79,460 | $10.1M | Reduce -1.6% |
| CLH Clean Harbors Inc. | 4.48% | 23,513 | $6.7M | Add +118.5% |
| WCN Waste Connections Inc. | 4.33% | 40,230 | $6.5M | Add +165.5% |
| COMP Compass Inc. Class A | 3.37% | 693,600 | $5.1M | Add +36.8% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 1.01% | 7,200 | $1.5M | New |
| ODFL Old Dominion Freight Line | 1.01% | 7,800 | $1.5M | Reduce -29.9% |
Portfolio Sells Q4 2025 → Q1 2026
| ROP Roper Technologies Inc. | Sold out | 0.00% | −4.45 |
| TRU Transunion | Reduce -5.5% | 9.56% | −2.97 |
| APG Api Group Corp. | Reduce -21.5% | 11.57% | −2.35 |
| HEI.A Heico Corp. Class A | Reduce -1.0% | 11.22% | −2.33 |
| BGSI Boyd Group Services Inc. | Reduce -1.6% | 6.73% | −1.82 |
| RACE Ferrari NV | Reduce -5.1% | 9.43% | −1.42 |
| ODFL Old Dominion Freight Line | Reduce -29.9% | 1.01% | −0.15 |
| IBKR Interactive Brokers Gro Class A | Reduce -3.1% | 12.93% | +0.13 |
Portfolio Buys Q4 2025 → Q1 2026
| SUNB Sunbelt Rentals Holdings Inc. | New | 8.46% | +8.46 |
| CLH Clean Harbors Inc. | Add +118.5% | 4.48% | +2.80 |
| WCN Waste Connections Inc. | Add +165.5% | 4.33% | +2.57 |
| HLT Hilton Worldwide Holdings Inc. | Add +23.4% | 7.89% | +1.85 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 1.01% | +1.01 |
| COMP Compass Inc. Class A | Add +36.8% | 3.37% | −0.19 |
| MCO Moody's Corp. | Add +2.6% | 8.02% | −1.14 |
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 |