Lansing Management LP reported 12 positions worth $157.89M for the quarter ended Jun 30, 2026, up 12.4% on the prior quarter. It opened 0 new positions, added to 7, trimmed 5 and exited 1. Its largest holding is Interactive Brokers Group, Inc. at 13.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ODFL Old Dominion Freight Line, Inc. | +16.0K | +205.4% | $3.47M | 3.27% |
| WCN Waste Connections, Inc. | +20.0K | +49.7% | $3.33M | 6.35% |
| MCO Moodys Corp | +310 | +1.1% | $140.41K | 8.03% |
| HLT Hilton Worldwide Holdings Inc. | +350 | +0.9% | $115.66K | 8.25% |
| HEI-A Heico Corp | +370 | +0.5% | $95.43K | 13.13% |
| SUNB Sunbelt Rentals Holdings, Inc. | +840 | +0.4% | $62.84K | 9.31% |
| COMP Compass, Inc. | +3,390 | +0.5% | $41.80K | 5.44% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBKR Interactive Brokers Group, Inc. | -44.5K | -15.3% | $3.87M | 13.55% |
| APG APi Group Corp | -38.1K | -8.9% | $1.61M | 10.51% |
| JBHT Hunt J B Transport Services Inc | -7,200 | -100.0% | $1.53M | Exited |
| TRU TransUnion | -19.4K | -9.3% | $1.40M | 8.62% |
| RACE Ferrari N.V. | -1,710 | -4.1% | $636.62K | 9.49% |
| CLH Clean Harbors Inc | -2,050 | -8.7% | $612.44K | 4.06% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| JBHT Hunt J B Transport Services Inc | -7,200 | $1.53M | 1.09% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IBKR Interactive Brokers Group, Inc. | Financial Services | 245.7K | $21.39M | 13.55% | -44.5K | -15.3% | Reduced | 0.05% |
| 2 | HEI-A Heico Corp | Industrials | 80.4K | $20.73M | 13.13% | +370 | +0.5% | Added | 0.1% |
| 3 | APG APi Group Corp | Industrials | 391.8K | $16.59M | 10.51% | -38.1K | -8.9% | Reduced | 0.09% |
| 4 | RACE Ferrari N.V. | Consumer Discretionary | 40.2K | $14.98M | 9.49% | -1,710 | -4.1% | Reduced | 0.02% |
| 5 | SUNB Sunbelt Rentals Holdings, Inc. | Industrials | 196.6K | $14.70M | 9.31% | +840 | +0.4% | Added | 0.05% |
| 6 | TRU TransUnion | Financial Services | 188.6K | $13.61M | 8.62% | -19.4K | -9.3% | Reduced | 0.1% |
| 7 | HLT Hilton Worldwide Holdings Inc. | Consumer Discretionary | 39.4K | $13.03M | 8.25% | +350 | +0.9% | Added | 0.02% |
| 8 | MCO Moodys Corp | Financial Services | 28.0K | $12.68M | 8.03% | +310 | +1.1% | Added | 0.02% |
| 9 | WCN Waste Connections, Inc. | Industrials | 60.2K | $10.02M | 6.35% | +20.0K | +49.7% | Added | 0.02% |
| 10 | COMP Compass, Inc. | Real Estate | 697.0K | $8.59M | 5.44% | +3,390 | +0.5% | Added | 0.09% |
| 11 | CLH Clean Harbors Inc | Industrials | 21.5K | $6.41M | 4.06% | -2,050 | -8.7% | Reduced | 0.04% |
| 12 | ODFL Old Dominion Freight Line, Inc. | Industrials | 23.8K | $5.16M | 3.27% | +16.0K | +205.4% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Lansing Management.
As of its Q2 2026 13F filing, Lansing Management LP’s five largest positions were Interactive Brokers Group, Inc. (IBKR) at 13.5%, Heico Corp (HEI-A) at 13.1%, APi Group Corp (APG) at 10.5%, Ferrari N.V. (RACE) at 9.5%, Sunbelt Rentals Holdings, Inc. (SUNB) at 9.3% of the reported portfolio.
Lansing Management LP reported a 13F portfolio worth $157.89M across 12 positions for Q2 2026. That is up 12.4% from the previous quarter.
Its largest purchases by value were Old Dominion Freight Line, Inc. ($3.47M), Waste Connections, Inc. ($3.33M), Moodys Corp ($140.41K). It opened 0 new positions.
Its largest sales by value were Interactive Brokers Group, Inc. ($3.87M), APi Group Corp ($1.61M), Hunt J B Transport Services Inc ($1.53M). It exited 1 positions entirely.
From the Form 13F-HR reports Lansing Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.