Lansing Management LP
NEW YORK, NY
$165m in 13 US stocks at the end of 30 June 2026. The top 10 are 88.6% of the money. It changed about 7.5% of the portfolio this quarter.
Value
$165m
Stocks
13
Top 10 share
88.6%
Turnover
7.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Waste ConnectionsWCN6.1% of the fund+50%
- Old Dominion Freight LineODFL3.1% of the fund+205%
Cut
Sold some of their stake.
- Interactive Brokers GroupIBKR12.9% of the fund-15%
- APi GroupAPG10.0% of the fund-9%
- FerrariRACE9.1% of the fund-4%
- TransUnionTRU8.2% of the fund-9%
- Boyd Group ServicesBGSI4.4% of the fund-3%
- Clean HarborsCLH3.9% of the fund-9%
Sold out
Sold their entire stake.
Holdings
- Boyd Group ServicesBGSI
- Share
- 4.4%
- Value
- $7m
- Shares
- 77,330
-3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Interactive Brokers GroupIBKR | 12.9% | $21m | 245,725 | -15% |
| HeicoHEI-A | 12.5% | $21m | 80,375 | Held |
| APi GroupAPG | 10.0% | $17m | 391,770 | -9% |
| FerrariRACE | 9.1% | $15m | 40,229 | -4% |
| Sunbelt Rentals HoldingsSUNB | 8.9% | $15m | 196,552 | Held |
| TransUnionTRU | 8.2% | $14m | 188,601 | -9% |
| Hilton Worldwide HoldingsHLT | 7.9% | $13m | 39,435 | Held |
| Moody'sMCO | 7.7% | $13m | 27,989 | Held |
| Waste ConnectionsWCN | 6.1% | $10m | 60,230 | +50% |
| CompassCOMP | 5.2% | $9m | 696,990 | Held |
| Boyd Group ServicesBGSI | 4.4% | $7m | 77,330 | -3% |
| Clean HarborsCLH | 3.9% | $6m | 21,463 | -9% |
| Old Dominion Freight LineODFL | 3.1% | $5m | 23,820 | +205% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.2% since 30 June 2025.
Where the money is
Industrials37.8%
Retail & consumer21.4%
Financial services20.6%
Technology8.9%
Utilities6.1%
Real estate5.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.