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%
Performance for 2026 Q1 is -6.68%, and YTD is -6.68%, and 2025 is 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.
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.
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).
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.
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
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 |
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.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| APG | api group corp | 11.57 | 429,870 | 17,418,300 | reduced | -21.48 | ||
| CLH | clean harbors inc | 4.48 | 23,513 | 6,741,880 | added | 118 | ||
| COMP | compass inc | 3.37 | 693,600 | 5,070,220 | added | 36.8 | ||
| HEI | heico corp new | 11.22 | 80,005 | 16,888,300 | reduced | -0.99 | ||
| HLT | hilton worldwide hldgs inc | 7.89 | 39,085 | 11,885,000 | added | 23.41 | ||
| IBKR | interactive brokers group in | 12.93 | 290,185 | 19,462,700 | reduced | -3.11 | ||
| JBHT | hunt j b trans svcs inc | 1.01 | 7,200 | 1,525,680 | new | |||
| MCO | moodys corp | 8.02 | 27,679 | 12,075,000 | added | 2.58 | ||
| ODFL | old dominion freight line in | 1.01 | 7,800 | 1,524,120 | reduced | -29.94 | ||
| RACE | ferrari n v | 9.43 | 41,939 | 14,194,300 | reduced | -5.11 | ||
| ROP | roper technologies inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TRU | transunion | 9.56 | 207,993 | 14,391,000 | reduced | -5.45 | ||
| WCN | waste connections inc | 4.33 | 40,230 | 6,525,380 | added | 165 | ||
| sunbelt rentals holdings inc | 8.46 | 195,712 | 12,738,900 | new | ||||
| boyd group services inc | 6.73 | 79,460 | 10,126,900 | reduced | -1.61 | |||