Lansing Management LP
Follow13F filer, CIK 1691908, NEW YORK, NY
Lansing Management LP reported $165,204,149 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-31. Its ten largest share positions make up 88.57% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001362
- Period
- 2026-06-30
- Reported value
- $165M
- Holdings
- 13
- Top 10 weight
- 88.57%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ODFLadded | +16,020 | $3.47M |
| WCNadded | +20,000 | $3.33M |
| MCOadded | +310 | $140K |
| HLTadded | +350 | $116K |
| HEI-Aadded | +370 | $95.4K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IBKRreduced | -44,460 | -$3.87M |
| APGreduced | -38,100 | -$1.61M |
| JBHTexited | -7,200 | -$1.53M |
| TRUreduced | -19,392 | -$1.4M |
| RACEreduced | -1,710 | -$637K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001420506-26-001362, largest first. % of portfolio is the value over $165,204,149, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| IBKRINTERACTIVE BROKERS GROUP IN | 245,725 | $21.4M | 12.95% | -44,460 | Timeline | ||
| HEI-AHEICO CORP NEW | 80,375 | $20.7M | 12.55% | +370 | Timeline | ||
| APGAPI GROUP CORP | 391,770 | $16.6M | 10.04% | -38,100 | Timeline | ||
| RACEFERRARI N V | 40,229 | $15M | 9.07% | -1,710 | Timeline | ||
| SUNBSUNBELT RENTALS HOLDINGS INC | 196,552 | $14.7M | 8.9% | +840 | Timeline | ||
| TRUTRANSUNION | 188,601 | $13.6M | 8.24% | -19,392 | Timeline | ||
| HLTHILTON WORLDWIDE HLDGS INC | 39,435 | $13M | 7.89% | +350 | Timeline | ||
| MCOMOODYS CORP | 27,989 | $12.7M | 7.67% | +310 | Timeline | ||
| WCNWASTE CONNECTIONS INC | 60,230 | $10M | 6.07% | +20,000 | Timeline | ||
| COMPCOMPASS INC | 696,990 | $8.59M | 5.2% | +3,390 | Timeline | ||
| BGSIBOYD GROUP SERVICES INC | 77,330 | $7.31M | 4.43% | -2,130 | Timeline | ||
| CLHCLEAN HARBORS INC | 21,463 | $6.41M | 3.88% | -2,050 | Timeline | ||
| ODFLOLD DOMINION FREIGHT LINE IN | 23,820 | $5.16M | 3.12% | +16,020 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| JBHTHUNT J B TRANS SVCS INC | 7,200 | $1.53M | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001420506-26-001362 | base | 2026-07-31 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001362 | Quarter ended 2026-06-30 | 2026-07-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001420506-26-001132 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set |