Lansing Management LP
CIK 1691908 · View on SEC EDGAR ↗
- Portfolio value
- $165.2M
- Positions
- 13
- As of
- June 30, 2026
#6,561 of 8,643 by 13F value · top 75.9%
Portfolio value QoQ: +9.7% 13F does not disclose cash
- Top 10 holdings weight
- 88.57%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 13
- Effective number of positions
- 11.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.59% Est. buys $7,254,563 · sells $9,858,384
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 81.2% still held
- New positions
- 0
- Increased
- 7
- Decreased
- 6
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
35.8%
Financial Services
20.6%
Consumer Discretionary
17.0%
Real Estate
5.2%
Other/Unmapped
21.4%
Full portfolio 13 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $21,387,904 | 12.95% | 245,725 | $1,925,196 | Down ×4 | ||
| HEIA | $20,729,516 | 12.55% | 80,375 | $3,841,261 | Up ×1 | ||
| APG APi Group Corporation Common Stock | $16,591,460 | 10.04% | 391,770 | $-826,872 | Down ×3 | ||
| RACE Ferrari N.V. Common Shares | $14,976,854 | 9.07% | 40,229 | $782,599 | Down ×4 | ||
| Unknown issuer (CUSIP: 866966104) | $14,704,055 | 8.90% | 196,552 | $1,965,161 | Up ×1 | ||
| TRU TransUnion Common Stock | $13,605,676 | 8.24% | 188,601 | $-785,360 | Down ×2 | ||
| HLT Hilton Worldwide Holdings Inc. Common Stock | $13,031,690 | 7.89% | 39,435 | $1,146,723 | Up ×2 | ||
| MCO Moody's Corporation Common Stock | $12,676,778 | 7.67% | 27,989 | $601,814 | Up ×5 | ||
| WCN Waste Connections, Inc. Common Shares | $10,023,775 | 6.07% | 60,230 | $3,498,399 | Up ×2 | ||
| COMP Compass, Inc. Class A Common Stock | $8,593,887 | 5.20% | 696,990 | $3,523,671 | Up ×3 | ||
| BGSI Boyd Group Services Inc. Common Shares | $7,311,071 | 4.43% | 77,330 | $-2,815,809 | Down ×2 | ||
| CLH Clean Harbors, Inc. Common Stock | $6,412,071 | 3.88% | 21,463 | $-329,811 | Down ×1 | ||
| ODFL Old Dominion Freight Line, Inc. - Common Stock | $5,159,412 | 3.12% | 23,820 | $3,635,292 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.