Q1 2026 · 13F-HR
Lansing Management LPholdings as filed
Filed 2026-05-15 · accession 0001420506-26-001132
$150.6M
Reported value
14
Positions
2026-03-31
Period end
The Brief · Lansing Management LP · Q1 2026
AI · grounded in 13F
Lansing Management LP established a new position in SUNB valued at $12.7M. The fund also significantly increased its holdings in WCN by 165.5% and CLH by 118.5%. Conversely, the fund closed its entire position in ROP, resulting in a decrease of $6.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $19.5M | 12.9% | 290,185 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $17.4M | 11.6% | 429,870 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $16.9M | 11.2% | 80,005 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $14.4M | 9.56% | 207,993 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $14.2M | 9.43% | 41,939 | Common | SOLE |
| 866966104 | SUNB | SUNBELT RENTALS HOLDINGS INC | $12.7M | 8.46% | 195,712 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $12.1M | 8.02% | 27,679 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $11.9M | 7.89% | 39,085 | Common | SOLE |
| 103310108 | BGSI | BOYD GROUP SERVICES INC | $10.1M | 6.73% | 79,460 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $6.7M | 4.48% | 23,513 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $6.5M | 4.33% | 40,230 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $5.1M | 3.37% | 693,600 | Common | SOLE |
| 445658107 | JBHT | HUNT J B TRANS SVCS INC | $1.5M | 1.01% | 7,200 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $1.5M | 1.01% | 7,800 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.