Institutional
Lansing Management LP
CIK 0001691908
$150.6M
Reported AUM
14
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $86.26 | -5.11% | 36.23% | 447.67% | $19.5M | 12.93% | — | HELD |
| 2 | APG | API GROUP CORP | $38.45 | -2.24% | 8.65% | 146.47% | $17.4M | 11.57% | — | HELD |
| 3 | HEI/A | HEICO CORP NEW | — | — | — | — | $16.9M | 11.22% | — | HELD |
| 4 | TRU | TRANSUNION | $83.73 | -0.08% | -7.18% | -28.29% | $14.4M | 9.56% | — | HELD |
| 5 | RACE | FERRARI N V | $385.69 | -1.14% | -10.57% | 84.59% | $14.2M | 9.43% | — | HELD |
| 6 | SUNB | SUNBELT RENTALS HOLDINGS INC | $73.41 | -2.78% | 0.33% | -2.42% | $12.7M | 8.46% | — | HELD |
| 7 | MCO | MOODYS CORP | $483.24 | -0.20% | -2.79% | 32.16% | $12.1M | 8.02% | — | HELD |
| 8 | HLT | HILTON WORLDWIDE HLDGS INC | $321.72 | -0.22% | 23.59% | 161.14% | $11.9M | 7.89% | — | HELD |
| 9 | BGSI | BOYD GROUP SERVICES INC | $110.24 | -2.38% | -26.18% | -30.17% | $10.1M | 6.73% | — | HELD |
| 10 | CLH | CLEAN HARBORS INC | $326.34 | 7.47% | 38.64% | 216.37% | $6.7M | 4.48% | — | HELD |
| 11 | WCN | WASTE CONNECTIONS INC | $172.81 | 2.12% | -6.82% | 38.17% | $6.5M | 4.33% | — | HELD |
| 12 | COMP | COMPASS INC | $11.61 | -2.27% | 51.92% | -25.33% | $5.1M | 3.37% | — | HELD |
| 13 | JBHT | HUNT J B TRANS SVCS INC | $276.14 | -0.53% | 100.85% | 63.59% | $1.5M | 1.01% | — | HELD |
| 14 | ODFL | OLD DOMINION FREIGHT LINE IN | $222.79 | -1.54% | 56.13% | 56.15% | $1.5M | 1.01% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001132. 13F discloses long positions only — shorts, foreign equities, and options are excluded.