Q4 2025 · 13F-HR
Lansing Management LPholdings as filed
Filed 2026-02-17 · accession 0001420506-26-000478
$150.5M
Reported value
13
Positions
2025-12-31
Period end
The Brief · Lansing Management LP · Q4 2025
AI · grounded in 13F
Lansing Management LP initiated a new position in Boyd Group Services Inc BGSI worth $12.87M. The fund also opened new stakes in Hilton Worldwide Hldgs Inc HLT for $9.1M and Waste Connections Inc WCN for $2.66M. On the sell side, the fund closed its position in Zoetis Inc ZTS, reducing exposure by $1.84M. Other activity included trimming shares of Roper Technologies Inc ROP by 49.72%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 00187Y100 | APG | API GROUP CORP | $20.9M | 13.9% | 547,470 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $20.4M | 13.6% | 80,805 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $19.3M | 12.8% | 299,485 | Common | SOLE |
| 89400J107 | TRU | TRANSUNION | $18.9M | 12.5% | 219,993 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $16.3M | 10.9% | 44,199 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $13.8M | 9.16% | 26,983 | Common | SOLE |
| 103310108 | BGSI | BOYD GROUP SERVICES INC | $12.9M | 8.55% | 80,760 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $9.1M | 6.04% | 31,670 | Common | SOLE |
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $6.7M | 4.45% | 15,040 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $5.4M | 3.56% | 507,000 | Common | SOLE |
| 94106B101 | WCN | WASTE CONNECTIONS INC | $2.7M | 1.77% | 15,150 | Common | SOLE |
| 184496107 | CLH | CLEAN HARBORS INC | $2.5M | 1.68% | 10,760 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $1.7M | 1.16% | 11,134 | 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.