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Lansing Management LP
Period ended Jun 30, 2026 · Latest filing Jul 31, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $165,204,149
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INTERACTIVE BROKERS GROUP IN · COM CL A · 45841N107 · shares: $21,387,904
- HEICO CORP NEW · CL A · 422806208 · shares: $20,729,516
- API GROUP CORP · COM STK · 00187Y100 · shares: $16,591,460
- FERRARI N V · COM · N3167Y103 · shares: $14,976,854
- SUNBELT RENTALS HOLDINGS INC · SHS · 866966104 · shares: $14,704,055
- TRANSUNION · COM · 89400J107 · shares: $13,605,676
- HILTON WORLDWIDE HLDGS INC · COM · 43300A203 · shares: $13,031,690
- MOODYS CORP · COM · 615369105 · shares: $12,676,778
- WASTE CONNECTIONS INC · COM · 94106B101 · shares: $10,023,775
- COMPASS INC · CL A · 20464U100 · shares: $8,593,887
Reported holdings
13 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 245,725 shares | $21,387,904 |
| HEICO CORP NEW | CL A | 422806208 | — | 80,375 shares | $20,729,516 |
| API GROUP CORP | COM STK | 00187Y100 | — | 391,770 shares | $16,591,460 |
| FERRARI N V | COM | N3167Y103 | — | 40,229 shares | $14,976,854 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 196,552 shares | $14,704,055 |
| TRANSUNION | COM | 89400J107 | — | 188,601 shares | $13,605,676 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 39,435 shares | $13,031,690 |
| MOODYS CORP | COM | 615369105 | — | 27,989 shares | $12,676,778 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 60,230 shares | $10,023,775 |
| COMPASS INC | CL A | 20464U100 | — | 696,990 shares | $8,593,887 |
| BOYD GROUP SERVICES INC | COM | 103310108 | — | 77,330 shares | $7,311,071 |
| CLEAN HARBORS INC | COM | 184496107 | — | 21,463 shares | $6,412,071 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 23,820 shares | $5,159,412 |