Investor
Lansing Management LP
CIK 0001691908 · filed 2026-05-15 · SEC filing
13F book
$150.6M
Positions
14
2 new · 1 sold
Largest name
12.9%
Interactive Brokers Group In
Est. mark
−$11.3M
Price effect on 12 names still held. Flow $11.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Interactive Brokers Group In | — | 290.2K | $19.5M | 12.9% | $800.9K | Cut$202.8K |
| Api Group Corp | APG | 429.9K | $17.4M | 11.6% | $971.5K | Cut−$3.53M |
| Heico Corp New | — | 80K | $16.9M | 11.2% | −$3.31M | Cut−$3.51M |
| Transunion | TRU | 208K | $14.4M | 9.6% | −$3.44M | Cut−$4.47M |
| Ferrari N.V. | RACE | 41.9K | $14.2M | 9.4% | −$1.3M | Cut−$2.14M |
| Sunbelt Rentals Holdings, Inc. | SUNB | 195.7K | $12.7M | 8.5% | — | New |
| Moodys Corp | — | 27.7K | $12.1M | 8.0% | −$2.01M | Added−$1.71M |
| Hilton Worldwide Hldgs Inc | — | 39.1K | $11.9M | 7.9% | $533K | Added$2.79M |
| Boyd Group Services Inc. | BGSI | 79.5K | $10.1M | 6.7% | −$2.53M | Cut−$2.74M |
| Clean Harbors Inc | CLH | 23.5K | $6.74M | 4.5% | $562.2K | Added$4.22M |
| Waste Connections, Inc. | WCN | 40.2K | $6.53M | 4.3% | −$200.6K | Added$3.87M |
| Compass, Inc. | COMP | 693.6K | $5.07M | 3.4% | −$1.65M | Added−$288.8K |
| Hunt J B Trans Svcs Inc | — | 7.2K | $1.53M | 1.0% | — | New |
| Old Dominion Freight Line In | — | 7.8K | $1.52M | 1.0% | $301.1K | Cut−$221.7K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.