Lansing Management LP reported 13 holdings worth US$165M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Lansing Management LP reported 13 holdings worth US$165M as of Jun 30, 2026. Largest: Interactive Brokers Group, Inc., Heico Corporation and Api Group Corporation. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$165M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Interactive Brokers Group, Inc. | 246K | US$21.4M | 12.9% |
| Heico Corporation | 80,375 | US$20.7M | 12.5% |
| Api Group Corporation | 392K | US$16.6M | 10.0% |
| Sunbelt Rentals Holdings, Inc. | 197K | US$14.7M | 8.9% |
| Transunion | 189K | US$13.6M | 8.2% |
| Hilton Worldwide Holdings Inc. | 39,435 | US$13M | 7.9% |
| Moody's Corporation | 27,989 | US$12.7M | 7.7% |
| Waste Connections, Inc. | 60,230 | US$10M | 6.1% |
| Compass, Inc. | 697K | US$8.59M | 5.2% |
| Boyd Group Services Inc | 77,330 | US$7.31M | 4.4% |
| Clean Harbors, Inc. | 21,463 | US$6.41M | 3.9% |
| Old Dominion Freight Line, Inc. | 23,820 | US$5.16M | 3.1% |
| J.b. Hunt Transport Services, Inc. | 0 | US$0 | 0.00% |