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Lansing Management LP

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13F filer, CIK 1691908, NEW YORK, NY

Lansing Management LP reported $150,533,047 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 95.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000478

Period
2025-12-31
Reported value
$151M
Holdings
13
Top 10 weight
95.4%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BGSInew+80,760$12.9M
HLTnew+31,670$9.1M
COMPadded+299,400$3.16M
WCNnew+15,150$2.66M
CLHnew+10,760$2.52M

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

SecurityShares changeApprox. value
ROPreduced-14,873-$6.62M
RACEreduced-11,600-$4.29M
IBKRreduced-38,500-$2.48M
ZTSexited-12,555-$1.84M
APGreduced-38,500-$1.47M

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, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000478, largest first. % of portfolio is the value over $150,533,047, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,839 shares; 2024Q4: 470,629 shares; 2025Q1: 461,399 shares; 2025Q2: 452,899 shares; 2025Q3: 585,970 shares; 2025Q4: 547,470 shares 547,470$20.9M13.91%-38,500Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,700 shares; 2024Q4: 84,305 shares; 2025Q1: 84,305 shares; 2025Q2: 82,555 shares; 2025Q3: 80,805 shares; 2025Q4: 80,805 shares 80,805$20.4M13.55%0Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,398 shares; 2024Q4: 106,559 shares; 2025Q1: 99,934 shares; 2025Q2: 399,736 shares; 2025Q3: 337,985 shares; 2025Q4: 299,485 shares 299,485$19.3M12.79%-38,500Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,089 shares; 2024Q4: 182,369 shares; 2025Q1: 179,019 shares; 2025Q2: 199,569 shares; 2025Q3: 206,769 shares; 2025Q4: 219,993 shares 219,993$18.9M12.53%+13,224Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,538 shares; 2024Q4: 62,048 shares; 2025Q1: 62,048 shares; 2025Q2: 62,048 shares; 2025Q3: 55,799 shares; 2025Q4: 44,199 shares 44,199$16.3M10.85%-11,600Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 18,135 shares; 2025Q3: 23,265 shares; 2025Q4: 26,983 shares 26,983$13.8M9.16%+3,718Timeline
BGSIBOYD GROUP SERVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,760 shares 80,760$12.9M8.55%newTimeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,670 shares 31,670$9.1M6.04%newTimeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,192 shares; 2024Q4: 29,913 shares; 2025Q1: 29,913 shares; 2025Q2: 29,913 shares; 2025Q3: 29,913 shares; 2025Q4: 15,040 shares 15,040$6.69M4.45%-14,873Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207,600 shares; 2025Q4: 507,000 shares 507,000$5.36M3.56%+299,400Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,150 shares 15,150$2.66M1.77%newTimeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,760 shares 10,760$2.52M1.68%newTimeline
ODFLOLD DOMINION FREIGHT LINE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,134 shares 11,134$1.75M1.16%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ZTSZOETIS INC12,555$1.84Mshares

How Q4 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-000478 base2026-02-17acceptance time not in the bulk data set