Latest Lansing Management LP Stock Portfolio

$150Million | No. of Holdings #14

Lansing Management LP Performance

2026 Q1-6.68%

YTD-6.68%

2025+15.82%

About Lansing Management LP and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lansing Management LP reported an equity portfolio of $150.6 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Lansing Management LP are IBKR, APG, HEI. The fund has invested 12.9% of it's portfolio in INTERACTIVE BROKERS GROUP IN and 11.6% of portfolio in API GROUP CORP. <br><br> The fund managers got completely rid off ROPER TECHNOLOGIES INC (ROP) stocks. They significantly reduced their stock positions in OLD DOMINION FREIGHT LINE IN (ODFL), API GROUP CORP (APG) and TRANSUNION (TRU). Lansing Management LP opened new stock positions in SUNBELT RENTALS HOLDINGS INC and HUNT J B TRANS SVCS INC (JBHT). The fund showed a lot of confidence in some stocks as they added substantially to WASTE CONNECTIONS INC (WCN), CLEAN HARBORS INC (CLH) and COMPASS INC (COMP).

Lansing Management LP Equity Portfolio Value

Last Reported on: 15 May, 2026

$150Million

as of May 15, 2026

Lansing Management LP Annual Return Estimates Vs S&P 500

Our best estimate is that Lansing Management LP made a return of -6.68% in the last quarter. In trailing 12 months, it's portfolio return was 6.82%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sunbelt rentals holdings inc	12,738,900
hunt j b trans svcs inc	1,525,680

New stocks bought by Lansing Management LP

Additions

Ticker	% Inc.
waste connections inc	165
clean harbors inc	118
compass inc	36.8
hilton worldwide hldgs inc	23.41
moodys corp	2.58

Additions to existing portfolio by Lansing Management LP

Reductions

Ticker	% Reduced
old dominion freight line in	-29.94
api group corp	-21.48
transunion	-5.45
ferrari n v	-5.11
interactive brokers group in	-3.11
boyd group services inc	-1.61
heico corp new	-0.99

Lansing Management LP reduced stake in above stock

Sold off

Ticker	$ Sold
roper technologies inc	-6,694,760

Lansing Management LP got rid off the above stocks

Sector Distribution

Lansing Management LP has about 43.2% of it's holdings in Industrials sector.

Industrials
Others
Financial Services
Consumer Cyclical
Real Estate

Sector	%
Industrials	43.2
Others	24.6
Financial Services	20.9
Consumer Cyclical	7.9
Real Estate	3.4

Market Cap. Distribution

Lansing Management LP has about 72% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
UNALLOCATED
MID-CAP

Category	%
LARGE-CAP	72
UNALLOCATED	24.6
MID-CAP	3.4

Stocks belong to which Index?

About 32.8% of the stocks held by Lansing Management LP either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	67.1
S&P 500	17.9
RUSSELL 2000	14.9

Top 5 Winners (%)		%
ODFL	old dominion freight line in	20.9 %
CLH	clean harbors inc	15.3 %
HLT	hilton worldwide hldgs inc	5.3 %
APG	api group corp	5.3 %
IBKR	interactive brokers group in	4.2 %

Top 5 Winners ($)		$
APG	api group corp	1.1 M
CLH	clean harbors inc	0.9 M
IBKR	interactive brokers group in	0.8 M
HLT	hilton worldwide hldgs inc	0.6 M
ODFL	old dominion freight line in	0.4 M

Top 5 Losers (%)		%
COMP	compass inc	-27.9 %
	boyd group services inc	-19.9 %
TRU	transunion	-18.8 %
HEI	heico corp new	-16.3 %
MCO	moodys corp	-14.4 %

Top 5 Losers ($)		$
TRU	transunion	-3.5 M
HEI	heico corp new	-3.3 M
	boyd group services inc	-2.6 M
MCO	moodys corp	-2.0 M
COMP	compass inc	-2.0 M

Lansing Management LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lansing Management LP

Lansing Management LP has 14 stocks in it's portfolio. About 90.3% of the portfolio is in top 10 stocks. TRU proved to be the most loss making stock for the portfolio. APG was the most profitable stock for Lansing Management LP last quarter.

$150.57MTotal Value

15.00Positions

15 May, 2026Last Reported

Current holdings of Current Stock Holdings of Lansing Management LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
APG Api Group Corp Api Group CorpAPG Lansing Management LP's holding in Api Group Corp over time	11.57%	429,870	$17.42M 11.57%	decreased 21.48 percentreduced

CLH Clean Harbors Inc Clean Harbors IncCLH Lansing Management LP's holding in Clean Harbors Inc over time	4.48%	23,513	$6.74M 4.48%	increased 118.52 percentadded

COMP Compass Inc Compass IncCOMP Lansing Management LP's holding in Compass Inc over time	3.37%	693,600	$5.07M 3.37%	increased 36.8 percentadded

HEI Heico Corp New Heico Corp NewHEI Lansing Management LP's holding in Heico Corp New over time	11.22%	80,005	$16.89M 11.22%	decreased 0.99 percentreduced

HLT Hilton Worldwide Hldgs Inc Hilton Worldwide Hldgs IncHLT Lansing Management LP's holding in Hilton Worldwide Hldgs Inc over time	7.89%	39,085	$11.88M 7.89%	increased 23.41 percentadded

IBKR Interactive Brokers Group In Interactive Brokers Group InIBKR Lansing Management LP's holding in Interactive Brokers Group In over time	12.93%	290,185	$19.46M 12.93%	decreased 3.11 percentreduced

JBHT Hunt J B Trans Svcs Inc Hunt J B Trans Svcs IncJBHT Lansing Management LP's holding in Hunt J B Trans Svcs Inc over time	1.01%	7,200	$1.53M 1.01%	new position

MCO Moodys Corp Moodys CorpMCO Lansing Management LP's holding in Moodys Corp over time	8.02%	27,679	$12.07M 8.02%	increased 2.58 percentadded

ODFL Old Dominion Freight Line In Old Dominion Freight Line InODFL Lansing Management LP's holding in Old Dominion Freight Line In over time	1.01%	7,800	$1.52M 1.01%	decreased 29.94 percentreduced

RACE Ferrari N V Ferrari N V RACE Lansing Management LP's holding in Ferrari N V over time	9.43%	41,939	$14.19M 9.43%	decreased 5.11 percentreduced

ROP Roper Technologies Inc Roper Technologies IncROP Lansing Management LP's holding in Roper Technologies Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

TRU Transunion TransunionTRU Lansing Management LP's holding in Transunion over time	9.56%	207,993	$14.39M 9.56%	decreased 5.45 percentreduced

WCN Waste Connections Inc Waste Connections IncWCN Lansing Management LP's holding in Waste Connections Inc over time	4.33%	40,230	$6.53M 4.33%	increased 165.54 percentadded

Shs Sunbelt Rentals Holdings Inc Sunbelt Rentals Holdings Inc Lansing Management LP's holding in Sunbelt Rentals Holdings Inc over time	8.46%	195,712	$12.74M 8.46%	new position

Com Boyd Group Services Inc Boyd Group Services Inc Lansing Management LP's holding in Boyd Group Services Inc over time	6.73%	79,460	$10.13M 6.73%	decreased 1.61 percentreduced