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
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | IBKR | INTERACTIVE BROKERS GROUP IN | $19.5M | 12.93% | -9,300 | -3.1% |
| 2 | APG | API GROUP CORP | $17.4M | 11.57% | -117,600 | -21.5% |
| 3 | HEI/A | HEICO CORP NEW | $16.9M | 11.22% | -800 | -1.0% |
| 4 | TRU | TRANSUNION | $14.4M | 9.56% | -12,000 | -5.5% |
| 5 | RACE | FERRARI N V | $14.2M | 9.43% | -2,260 | -5.1% |
| 6 | SUNB | SUNBELT RENTALS HOLDINGS INC | $12.7M | 8.46% | +195,712 | NEW |
| 7 | MCO | MOODYS CORP | $12.1M | 8.02% | +696 | +2.6% |
| 8 | HLT | HILTON WORLDWIDE HLDGS INC | $11.9M | 7.89% | +7,415 | +23.4% |
| 9 | BGSI | BOYD GROUP SERVICES INC | $10.1M | 6.73% | -1,300 | -1.6% |
| 10 | CLH | CLEAN HARBORS INC | $6.7M | 4.48% | +12,753 | +118.5% |
| 11 | WCN | WASTE CONNECTIONS INC | $6.5M | 4.33% | +25,080 | +165.5% |
| 12 | COMP | COMPASS INC | $5.1M | 3.37% | +186,600 | +36.8% |
| 13 | JBHT | HUNT J B TRANS SVCS INC | $1.5M | 1.01% | +7,200 | NEW |
| 14 | ODFL | OLD DOMINION FREIGHT LINE IN | $1.5M | 1.01% | -3,334 | -29.9% |
| 15 | ROP | ROPER TECHNOLOGIES INC | — | — | -15,040 | EXITED |
Source: SEC EDGAR · accession 0001420506-26-001132. 13F discloses long positions only — shorts, foreign equities, and options are excluded.