Latest Lansing Management LP Stock Portfolio

$165Million | No. of Holdings #13

Lansing Management LP Performance

2026 Q2+10.87%

YTD+3.46%

2025+15.82%

About Lansing Management LP and 13F Hedge Fund Stock Holdings

On 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lansing Management LP reported an equity portfolio of $165.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Lansing Management LP are IBKR, HEI, APG. The fund has invested 12.9% of it's portfolio in INTERACTIVE BROKERS GROUP IN and 12.6% of portfolio in HEICO CORP NEW. <br><br> The fund managers got completely rid off HUNT J B TRANS SVCS INC (JBHT) stocks. They significantly reduced their stock positions in INTERACTIVE BROKERS GROUP IN (IBKR), TRANSUNION (TRU) and API GROUP CORP (APG). The fund showed a lot of confidence in some stocks as they added substantially to OLD DOMINION FREIGHT LINE IN (ODFL), WASTE CONNECTIONS INC (WCN) and MOODYS CORP (MCO).

Lansing Management LP Equity Portfolio Value

Last Reported on: 31 Jul, 2026

$165Million

as of Jul 31, 2026

Lansing Management LP Annual Return Estimates Vs S&P 500

Our best estimate is that Lansing Management LP made a return of 10.87% in the last quarter. In trailing 12 months, it's portfolio return was 1.48%.

Performance
S&P 500

New Buys

No new stocks were added by Lansing Management LP

Additions

Ticker	% Inc.
old dominion freight line in	205
waste connections inc	49.71
moodys corp	1.12
hilton worldwide hldgs inc	0.9
compass inc	0.49
heico corp new	0.46
sunbelt rentals holdings inc	0.43

Additions to existing portfolio by Lansing Management LP

Reductions

Ticker	% Reduced
interactive brokers group in	-15.32
transunion	-9.32
api group corp	-8.86
clean harbors inc	-8.72
ferrari n v	-4.08
boyd group services inc	-2.68

Lansing Management LP reduced stake in above stock

Sold off

Ticker	$ Sold
hunt j b trans svcs inc	-1,525,680

Lansing Management LP got rid off the above stocks

Sector Distribution

Lansing Management LP has about 43.9% of it's holdings in Industrials sector.

Industrials
Others
Financial Services
Consumer Cyclical
Real Estate

Sector	%
Industrials	43.9
Others	22.4
Financial Services	20.6
Consumer Cyclical	7.9
Real Estate	5.2

Market Cap. Distribution

Lansing Management LP has about 72.4% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
UNALLOCATED
MID-CAP

Category	%
LARGE-CAP	72.4
UNALLOCATED	22.4
MID-CAP	5.2

Stocks belong to which Index?

About 33.9% 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	66.1
S&P 500	18.7
RUSSELL 2000	15.2

Top 5 Winners (%)		%
COMP	compass inc	68.4 %
IBKR	interactive brokers group in	27.5 %
HEI	heico corp new	22.1 %
	sunbelt rentals holdings inc	14.9 %
RACE	ferrari n v	9.8 %

Top 5 Winners ($)		$
IBKR	interactive brokers group in	5.4 M
HEI	heico corp new	3.8 M
COMP	compass inc	3.5 M
	sunbelt rentals holdings inc	1.9 M
RACE	ferrari n v	1.4 M

Top 5 Losers (%)		%
	boyd group services inc	-25.5 %

Top 5 Losers ($)		$
	boyd group services inc	-2.6 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 13 stocks in it's portfolio. About 88.6% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. IBKR was the most profitable stock for Lansing Management LP last quarter.

$165.20MTotal Value

14.00Positions

31 Jul, 2026Last Reported

Current holdings of Current Stock Holdings of Lansing Management LP, last reported on 31 Jul, 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	10.04%	391,770	$16.59M 10.04%	decreased 8.86 percentreduced

CLH Clean Harbors Inc Clean Harbors IncCLH Lansing Management LP's holding in Clean Harbors Inc over time	3.88%	21,463	$6.41M 3.88%	decreased 8.72 percentreduced

COMP Compass Inc Compass IncCOMP Lansing Management LP's holding in Compass Inc over time	5.2%	696,990	$8.59M 5.2%	increased 0.49 percentadded

HEI Heico Corp New Heico Corp NewHEI Lansing Management LP's holding in Heico Corp New over time	12.55%	80,375	$20.73M 12.55%	increased 0.46 percentadded

HLT Hilton Worldwide Hldgs Inc Hilton Worldwide Hldgs IncHLT Lansing Management LP's holding in Hilton Worldwide Hldgs Inc over time	7.89%	39,435	$13.03M 7.89%	increased 0.9 percentadded

IBKR Interactive Brokers Group In Interactive Brokers Group InIBKR Lansing Management LP's holding in Interactive Brokers Group In over time	12.95%	245,725	$21.39M 12.95%	decreased 15.32 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	0%	0.00	$0.00 0%	decreased 100 percentsold off

MCO Moodys Corp Moodys CorpMCO Lansing Management LP's holding in Moodys Corp over time	7.67%	27,989	$12.68M 7.67%	increased 1.12 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	3.12%	23,820	$5.16M 3.12%	increased 205.38 percentadded

RACE Ferrari N V Ferrari N V RACE Lansing Management LP's holding in Ferrari N V over time	9.07%	40,229	$14.98M 9.07%	decreased 4.08 percentreduced

TRU Transunion TransunionTRU Lansing Management LP's holding in Transunion over time	8.24%	188,601	$13.61M 8.24%	decreased 9.32 percentreduced

WCN Waste Connections Inc Waste Connections IncWCN Lansing Management LP's holding in Waste Connections Inc over time	6.07%	60,230	$10.02M 6.07%	increased 49.71 percentadded

Shs Sunbelt Rentals Holdings Inc Sunbelt Rentals Holdings Inc Lansing Management LP's holding in Sunbelt Rentals Holdings Inc over time	8.9%	196,552	$14.70M 8.9%	increased 0.43 percentadded

Com Boyd Group Services Inc Boyd Group Services Inc Lansing Management LP's holding in Boyd Group Services Inc over time	4.42%	77,330	$7.31M 4.42%	decreased 2.68 percentreduced